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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
WE
501
Wealth Effects
Massachusetts
$582K
BAAM
502
Baker Avenue Asset Management
California
$577K +$602K +1,557 New
HPC
503
HM Payson & Co
Maine
$575K
RCAG
504
Rehmann Capital Advisory Group
Michigan
$574K -$45.6K -118 -7%
VCM
505
Virtue Capital Management
Tennessee
$568K +$611K +1,579 New
RW
506
RVW Wealth
California
$564K
MFA
507
Mayflower Financial Advisors
Massachusetts
$564K
VF
508
Vawter Financial
Ohio
$562K
1CP
509
17 Capital Partners
Arizona
$562K +$27.9K +72 +5%
SC
510
Scotia Capital
Ontario, Canada
$562K
PFS
511
Prospera Financial Services
Texas
$561K +$18.6K +48 +3%
MSS
512
Mitchell Sinkler & Starr
Pennsylvania
$556K
EWM
513
Empirical Wealth Management
Washington
$555K +$56.1K +145 +11%
WWC
514
Waypoint Wealth Counsel
Georgia
$554K -$1.38M -3,555 -70%
RWA
515
Reicon Wealth Advisors
Georgia
$554K
MWM
516
Maridea Wealth Management
New York
$552K +$42.9K +111 +8%
MWA
517
Midland Wealth Advisors
Illinois
$551K
CWM
518
Collaborative Wealth Management
Florida
$543K -$197K -510 -26%
MAV
519
Mason & Associates (Virginia)
Virginia
$542K
CAMG
520
CWA Asset Management Group
Florida
$537K
CWWM
521
Curry Webb Wealth Management
Indiana
$532K
FCP
522
Fidelis Capital Partners
Florida
$530K +$774 +2 +0.1%
MHC
523
May Hill Capital
Massachusetts
$529K
AWAG
524
ARS Wealth Advisors Group
Florida
$525K
SWM
525
Spire Wealth Management
Virginia
$520K +$128K +332 +31%