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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
PCM
726
Passive Capital Management
Maryland
$208K
DWM
727
DecisionMap Wealth Management
Virginia
$207K -$387 -1 -0.2%
AFG
728
Albion Financial Group
Utah
$207K
CFD
729
Creative Financial Designs
Indiana
$206K -$2.32K -6 -1%
KBFS
730
Kohmann Bosshard Financial Services
Ohio
$206K
B
731
BetterWealth
California
$204K
AFG
732
Allegheny Financial Group
Pennsylvania
$204K +$774 +2 +0.4%
MA
733
MCF Advisors
Kentucky
$204K
KA
734
Kearns & Associates
California
$204K
GFA
735
Godfrey Financial Associates
New York
$202K -$5.42K -14 -3%
MGWM
736
Marks Group Wealth Management
Minnesota
$202K
AFA
737
American Financial Advisors
Georgia
$202K +$387 +1 +0.2%
CASB
738
Cape Ann Savings Bank
Massachusetts
$200K -$71.6K -185 -26%
WP
739
WealthShield Partners
North Carolina
$197K
SIM
740
Synergy Investment Management
Florida
$195K
FF
741
Friedenthal Financial
New Jersey
$188K +$197K +508 New
BHWM
742
Beaird Harris Wealth Management
Texas
$187K
MPWT
743
MassMutual Private Wealth & Trust
Connecticut
$185K +$116K +300 +150%
VWA
744
VSM Wealth Advisory
Maryland
$181K
NOI
745
Newton One Investments
Delaware
$175K -$43.7K -113 -19%
PFM
746
Phillips Financial Management
Indiana
$175K
AF
747
Align Financial
Minnesota
$172K -$69.4M -179,420 -100%
AA
748
Addison Advisors
Vermont
$164K
SS
749
Sunbelt Securities
Texas
$163K -$45.3K -117 -21%
PAI
750
Pittenger & Anderson Inc
Nebraska
$159K +$12.8K +33 +8%