We are live on ! Find out more
IWV icon

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
DAM
801
Delta Asset Management
Tennessee
$60.4K
CCWM
802
Cassaday & Co Wealth Management
Virginia
$59.3K
1IA
803
1620 Investment Advisors
Massachusetts
$54.9K
T
804
Tidemark
California
$54.9K
APW
805
Atlantic Private Wealth
North Carolina
$52.3K
BA
806
Ballast Advisors
Minnesota
$48.7K
TFG
807
Team Financial Group
California
$48.6K
AIS
808
Advocate Investing Services
Maryland
$46.7K
HWM
809
Horizons Wealth Management
North Carolina
$45.2K
SIC
810
Salem Investment Counselors
North Carolina
$44.5K
FCG
811
Financial Connections Group
California
$44K
AWM
812
Angeles Wealth Management
California
$43.7K
CWM
813
Copia Wealth Management
Oregon
$43.4K
GJIA
814
Glass Jacobson Investment Advisors
Maryland
$40.8K
HFS
815
Hughes Financial Services
Virginia
$40K
RWM
816
RMG Wealth Management
Wisconsin
$39.8K
FDCDDQ
817
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.3K
MMG
818
Monetary Management Group
Missouri
$37.1K
NS
819
NBC Securities
Alabama
$37.1K
WTA
820
Washington Trust Advisors
Massachusetts
$34.5K
BSB
821
Bangor Savings Bank
Maine
$31.5K
BIM
822
Breakwater Investment Management
Washington
$30.8K
JFG
823
JDM Financial Group
Texas
$27K
M
824
MOTCO
Texas
$25.2K
SN
825
Sittner & Nelson
Oregon
$23.4K