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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
AI
551
Auour Investments
Massachusetts
$448K
FF
552
Fluent Financial
Texas
$447K +$20.9K +54 +5%
MWM
553
Madrid Wealth Management
New Mexico
$447K +$1.93K +5 +0.4%
FWCM
554
Ferguson Wellman Capital Management
Oregon
$446K
MFIM
555
Mesirow Financial Investment Management
Illinois
$444K -$46.4K -120 -9%
VA
556
VestGen Advisors
Illinois
$440K +$148K +382 +57%
DWP
557
Daymark Wealth Partners
Ohio
$439K
AWM
558
AE Wealth Management
Kansas
$437K +$54.5K +141 +14%
HI
559
Harbour Investments
Wisconsin
$434K +$387 +1 +0.1%
GAA
560
Global Assets Advisory
Florida
$431K +$1.63M +4,218 New
EA
561
Eclectic Associates
California
$431K +$108K +279 +32%
SWM
562
Shakespeare Wealth Management
Wisconsin
$429K -$9.67K -25 -2%
WJWM
563
Williams Jones Wealth Management
New York
$426K
HCA
564
Heck Capital Advisors
Wisconsin
$425K
VCP
565
Verus Capital Partners
Arizona
$422K
VCM
566
Versant Capital Management
Arizona
$422K +$774 +2 +0.2%
WFA
567
WJ Financial Advisors
Connecticut
$417K
NP
568
NorthRock Partners
Minnesota
$413K +$44.1K +114 +11%
RWP
569
Revolve Wealth Partners
New Jersey
$413K -$387 -1 -0.1%
MG
570
Mather Group
Illinois
$409K
GVCM
571
Global View Capital Management
Wisconsin
$408K -$342K -883 -45%
HAG
572
HighPoint Advisor Group
Illinois
$408K
JJBC
573
James J. Burns & Company
New York
$408K
MPW
574
Magnolia Private Wealth
Pennsylvania
$406K
LFA
575
Lauterbach Financial Advisors
Texas
$404K -$2.71K -7 -0.6%