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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
BHIA
701
Birch Hill Investment Advisors
Massachusetts
$234K
PIM
702
Penobscot Investment Management
Massachusetts
$232K
OAS
703
Optivise Advisory Services
Tennessee
$231K
MIA
704
MainStreet Investment Advisors
Illinois
$229K
LWM
705
LJI Wealth Management
Indiana
$228K
SW
706
SVB Wealth
Massachusetts
$228K
GFL
707
Granite FO LLC
New Hampshire
$227K
PIFP
708
Partners in Financial Planning
Virginia
$226K
BWP
709
BSW Wealth Partners
Colorado
$226K
IC
710
Iconiq Capital
California
$224K
CWM
711
CCG Wealth Management
California
$223K
CFS
712
CRA Financial Services
New Jersey
$222K
SWP
713
Stone Wealth Partners
Louisiana
$221K
NF
714
Napier Financial
Massachusetts
$221K
RIL
715
Rothschild Investment LLC
Illinois
$220K
FCBT
716
First Citizens Bank & Trust
North Carolina
$216K
WF
717
Wayfinding Financial
Washington
$216K
AWM
718
Apollon Wealth Management
South Carolina
$216K
Kovitz Investment Group Partners
719
Kovitz Investment Group Partners
Illinois
$214K
FCAS
720
First Command Advisory Services
Texas
$213K
CPA
721
Capital Performance Advisors
California
$212K
MA
722
Mutual Advisors
Nebraska
$211K
BC
723
Burney Company
Virginia
$210K
VFG
724
Victory Financial Group
Texas
$209K
PCM
725
Passive Capital Management
Maryland
$208K