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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
BRWA
701
B. Riley Wealth Advisors
Florida
$234K -$3.87K -10 -2%
BHIA
702
Birch Hill Investment Advisors
Massachusetts
$234K -$7.74K -20 -3%
PIM
703
Penobscot Investment Management
Massachusetts
$232K
OAS
704
Optivise Advisory Services
Tennessee
$231K
MIA
705
MainStreet Investment Advisors
Illinois
$229K
LWM
706
LJI Wealth Management
Indiana
$228K
SW
707
SVB Wealth
Massachusetts
$228K
GFL
708
Granite FO LLC
New Hampshire
$227K
PIFP
709
Partners in Financial Planning
Virginia
$226K
BWP
710
BSW Wealth Partners
Colorado
$226K +$236K +609 New
IC
711
Iconiq Capital
California
$224K
CWM
712
CCG Wealth Management
California
$223K +$233K +602 New
CFS
713
CRA Financial Services
New Jersey
$222K
SWP
714
Stone Wealth Partners
Louisiana
$221K
NF
715
Napier Financial
Massachusetts
$221K +$231K +596 New
RIL
716
Rothschild Investment LLC
Illinois
$220K
FCBT
717
First Citizens Bank & Trust
North Carolina
$216K -$46.8K -121 -17%
WF
718
Wayfinding Financial
Washington
$216K
AWM
719
Apollon Wealth Management
South Carolina
$216K +$387 +1 +0.2%
Kovitz Investment Group Partners
720
Kovitz Investment Group Partners
Illinois
$214K +$223K +577 New
FCAS
721
First Command Advisory Services
Texas
$213K -$5.42K -14 -2%
CPA
722
Capital Performance Advisors
California
$212K -$48.4K -125 -18%
MA
723
Mutual Advisors
Nebraska
$211K
BC
724
Burney Company
Virginia
$210K
VFG
725
Victory Financial Group
Texas
$209K +$387 +1 +0.2%