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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
Cerity Partners
51
Cerity Partners
New York
$46.2M +$38.5M +99,585 +398%
WRTC
52
Wind River Trust Company
Wyoming
$46M
AQR Capital Management
53
AQR Capital Management
Connecticut
$45.5M +$7.35M +19,002 +18%
CG
54
Caprock Group
Idaho
$44.8M -$1.75M -4,526 -4%
Bessemer Group
55
Bessemer Group
New Jersey
$42.6M -$11.6M -29,865 -21%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$41.7M +$4.56M +11,778 +11%
PPC
57
Pennington Partners & Co
Maryland
$41.6M +$5.58M +14,432 +15%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$40.8M +$4.31M +11,149 +11%
AC
59
AlphaCore Capital
California
$39.5M -$1.47M -3,800 -3%
CA
60
Clearstead Advisors
Ohio
$38.5M +$682K +1,762 +2%
Osaic Holdings
61
Osaic Holdings
Arizona
$36.7M +$113K +293 +0.3%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$35.4M -$6.9M -17,836 -16%
TWM
63
Tanglewood Wealth Management
Texas
$34.6M +$7.19M +18,579 +25%
Mariner
64
Mariner
Kansas
$34M -$2.59M -6,689 -7%
SIM
65
Strategic Investment Management
Virginia
$32.2M +$15.1M +38,990 +81%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$30.1M -$2.83M -7,307 -8%
HWM
67
HB Wealth Management
Georgia
$29.8M +$146K +377 +0.5%
WPW
68
Waldron Private Wealth
Pennsylvania
$29.7M -$893K -2,309 -3%
HFS
69
Hantz Financial Services
Michigan
$29.7M -$913K -2,360 -3%
PWA
70
Provenance Wealth Advisors
Florida
$29.4M -$1.27M -3,292 -4%
BF
71
Brooklyn FI
New York
$28.9M +$3.84M +9,925 +15%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$27.9M -$550K -1,421 -2%
SC
73
Savant Capital
Illinois
$27.5M +$2.32M +5,990 +9%
GDP
74
Great Diamond Partners
Maine
$26.7M -$729K -1,884 -3%
NFG
75
Nations Financial Group
Iowa
$26.4M +$1.51M +3,902 +6%