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iShares Russell 3000 ETF

865 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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

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
865
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.4M
Puts
$2.6M
Net Calls
Net Calls Change

Top Buyers

1 +$373M
2 +$221M
3 +$135M
4
GAM
Gotham Asset Management
New York
+$112M
5
Goldman Sachs
Goldman Sachs
New York
+$66.8M
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
VA
454
Valmark Advisers
Ohio
$747K
BF
455
BOK Financial
Oklahoma
$741K
HA
456
Harbor Advisors
Florida
$741K
CCMG
457
Clark Capital Management Group
Pennsylvania
$739K
TWM
458
Topsail Wealth Management
North Carolina
$716K
DT
459
Diversified Trust
Tennessee
$713K
SWM
460
Sentinel Wealth Management
Virginia
$707K
FWI
461
Facet Wealth Inc
Maryland
$702K
SW
462
SlateStone Wealth
Florida
$693K
WA
463
Waystone Advisors
Washington
$692K
CL
464
Choreo LLC
Illinois
$691K
FFM
465
Forum Financial Management
Illinois
$690K
PWM
466
Perigon Wealth Management
California
$687K
ACM
467
Armbruster Capital Management
New York
$678K
RWM
468
RKL Wealth Management
Pennsylvania
$674K
JSW
469
Journey Strategic Wealth
New Jersey
$670K
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
MAM
474
McLean Asset Management
Virginia
$649K
EIP
475
Ellis Investment Partners
Pennsylvania
$648K