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iShares Russell 3000 ETF

866 hedge funds and large institutions have $10.2B invested in iShares Russell 3000 ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 227 increasing their positions, 265 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

493% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $2.6M

1.5% more ownership

Funds ownership: 60.35%61.84% (+1.5%)

2% less funds holding in top 10

Funds holding in top 10: 4443 (-1)

3% less funds holding

Funds holding: 896866 (-30)

9% less capital invested

Capital invested by funds: $11.1B → $10.2B (-$960M)

14% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 265

20% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 56

Holders
866
Holders Change
-30
Holders Change %
-3.35%
% of All Funds
10.67%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.53%
New
45
Increased
227
Reduced
265
Closed
56
Calls
$15.4M
Puts
$2.6M
Net Calls
+$12.8M
Net Calls Change
+$7.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
426
Private Trust Company
Ohio
$863K
HFRG
427
Houlihan Financial Resource Group
Virginia
$861K
BF
428
Baring Financial
Washington
$855K +$387 +1 +0%
BCA
429
Bayshore Capital Advisors
Florida
$853K
IAA
430
Independent Advisor Alliance
North Carolina
$852K +$889K +2,299 New
PP
431
Prosperity Planning
Missouri
$845K
WAL
432
W Advisors LLC
Tennessee
$841K -$64.2K -166 -7%
PP
433
Patten & Patten
Tennessee
$833K
AWA
434
AGH Wealth Advisors
Kansas
$829K
TGAM
435
TBH Global Asset Management
Tennessee
$829K +$865K +2,236 New
NPAN
436
Northeast Planning Associates NH
New Hampshire
$819K
SYBT
437
Stock Yards Bank & Trust
Kentucky
$805K
KA
438
KLCM Advisors
Wisconsin
$803K
Fuller & Thaler Asset Management
439
Fuller & Thaler Asset Management
California
$801K -$775K -2,003 -48%
DWP
440
Destiny Wealth Partners
Florida
$798K
MCA
441
MSH Capital Advisors
Arizona
$798K +$6.58K +17 +0.8%
CFGA
442
Cambridge Financial Group (Arizona)
Arizona
$788K -$612K -1,582 -43%
ECM
443
Evergreen Capital Management
Washington
$787K +$9.67K +25 +1%
HCM
444
Hollencrest Capital Management
California
$784K
NED
445
Nancy E. Dempze
$779K
SWM
446
Stronghold Wealth Management
Florida
$774K +$129K +334 +19%
JWBC
447
J.W. Burns & Co
New York
$773K
OCM
448
One Capital Management
California
$769K +$270K +697 +51%
SWA
449
Sightline Wealth Advisors
Connecticut
$766K +$1.55K +4 +0.2%
MAC
450
Mason & Associates (California)
California
$757K +$2.71K +7 +0.3%