We are live on ! Find out more
IWV icon

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
TC
776
Trust Company
Kansas
$102K +$83.6K +216 +372%
SWP
777
Strategic Wealth Partners
Ohio
$101K
CBT
778
CoreFirst Bank & Trust
Kansas
$95.6K
AP
779
Advisortrust Partners
North Carolina
$93.6K +$97.5K +252 New
HR
780
Howe & Rusling
New York
$93.5K -$2.71K -7 -3%
FFA
781
Founders Financial Alliance
North Carolina
$91.8K +$4.25K +11 +5%
TVWM
782
Tower View Wealth Management
Wisconsin
$89.1K
JFA
783
JNBA Financial Advisors
Minnesota
$89K
DSC
784
Duncker Streett & Co
Missouri
$89K
GC
785
Gould Capital
Washington
$88.2K
PA
786
Parallel Advisors
California
$83K
Russell Investments Group
787
Russell Investments Group
United Kingdom
$79.7K -$1.16K -3 -1%
MEG
788
Millstone Evans Group
Colorado
$77.1K
CB
789
Centennial Bank
Arkansas
$76.7K
DJSG
790
D.J. St. Germain
Massachusetts
$76K +$79.3K +205 New
PWPS
791
Pinnacle Wealth Planning Services
Ohio
$74.1K -$23.6K -61 -23%
PK
792
Pflug Koory
Nebraska
$73.5K
BCM
793
Basso Capital Management
Connecticut
$66.4K +$69.2K +179 New
GI
794
GAMMA Investing
California
$65.2K -$7.35K -19 -10%
DWA
795
Dougherty Wealth Advisers
Minnesota
$64.9K
SWA
796
Strategic Wealth Advisors
Arizona
$64K
CFFP
797
Center for Financial Planning
Michigan
$63.4K
SVCP
798
Silicon Valley Capital Partners
California
$62.2K
MTIC
799
Missouri Trust & Investment Company
Missouri
$61.9K
LWM
800
Lodestone Wealth Management
Washington
$61.5K