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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
WWM
626
Western Wealth Management
Colorado
$304K
TR
627
Tepp RIA
New Jersey
$304K
JDLA
628
J. Derek Lewis & Associates
California
$298K
WJA
629
Willis Johnson & Associates
Texas
$298K
FF
630
Francis Financial
$298K
ABWM
631
Alpine Bank Wealth Management
Colorado
$297K
AWA
632
Arkadios Wealth Advisors
Georgia
$296K
SL
633
Salomon & Ludwin
Virginia
$294K
GGS
634
Galvin Gaustad & Stein
Arizona
$293K
CPC
635
Cookson Peirce & Co
Pennsylvania
$292K
BWM
636
Briggs Wealth Management
Connecticut
$292K
FTWA
637
Fifth Third Wealth Advisors
Ohio
$292K
AssetMark Inc
638
AssetMark Inc
California
$292K
FFG
639
Frisch Financial Group
New York
$290K
SWM
640
Silverlake Wealth Management
Vermont
$290K
PFG
641
Prosperity Financial Group
California
$290K
AWA
642
Acumen Wealth Advisors
Tennessee
$290K
BIAS
643
Beacon Investment Advisory Services
New Jersey
$288K
UBS AM
644
UBS AM
Illinois
$288K
CWM
645
Core Wealth Management
Florida
$285K
KPWG
646
KFA Private Wealth Group
Virginia
$284K
T. Rowe Price Associates
647
T. Rowe Price Associates
Maryland
$284K
HW
648
Hancock Whitney
Mississippi
$284K
PWP
649
Principle Wealth Partners
Connecticut
$283K
CICC
650
Capital Investment Counsel (Colorado)
Colorado
$282K