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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
MCA
451
Martin Capital Advisors
Texas
$756K
AG
452
Ascent Group
Virginia
$750K
AAP
453
Arax Advisory Partners
Colorado
$749K -$34.4K -89 -4%
VA
454
Valmark Advisers
Ohio
$747K +$231K +598 +42%
BF
455
BOK Financial
Oklahoma
$741K
HA
456
Harbor Advisors
Florida
$741K
CCMG
457
Clark Capital Management Group
Pennsylvania
$739K -$2.08M -5,372 -73%
TWM
458
Topsail Wealth Management
North Carolina
$716K
DT
459
Diversified Trust
Tennessee
$713K +$6.19K +16 +0.8%
SWM
460
Sentinel Wealth Management
Virginia
$707K
FWI
461
Facet Wealth Inc
Maryland
$702K
SW
462
SlateStone Wealth
Florida
$693K +$387 +1 +0.1%
WA
463
Waystone Advisors
Washington
$692K
CL
464
Choreo LLC
Illinois
$691K
FFM
465
Forum Financial Management
Illinois
$690K +$1.16K +3 +0.2%
PWM
466
Perigon Wealth Management
California
$687K -$3.87K -10 -0.5%
ACM
467
Armbruster Capital Management
New York
$678K +$4.25K +11 +0.6%
RWM
468
RKL Wealth Management
Pennsylvania
$674K +$1.55K +4 +0.2%
JSW
469
Journey Strategic Wealth
New Jersey
$670K -$444K -1,148 -39%
CC
470
Climber Capital
Switzerland
$667K
FA
471
Fiduciary Alliance
South Carolina
$662K
CIM
472
CIM Investment Management
Pennsylvania
$661K
JIC
473
Joel Isaacson & Co
New York
$656K +$774 +2 +0.1%
MAM
474
McLean Asset Management
Virginia
$649K
EIP
475
Ellis Investment Partners
Pennsylvania
$648K +$387 +1 +0.1%