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iShares Russell 3000 ETF

855 hedge funds and large institutions have $10.2B invested in iShares Russell 3000 ETF in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 223 increasing their positions, 263 reducing their positions, and 57 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 (-$980M)

15% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 263

23% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 57

Holders
855
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
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$15.8M
CAG
102
Crestwood Advisors Group
Massachusetts
$15.8M
FEG
103
Fund Evaluation Group
Ohio
$15.8M
MAWA
104
Moss Adams Wealth Advisors
Washington
$15.5M
UCFA
105
United Capital Financial Advisors
Texas
$15.5M
WANY
106
Wealthspire Advisors (New York)
New York
$15.3M
FHC
107
First Horizon Corporation
Tennessee
$15.3M
KAS
108
Kestra Advisory Services
Texas
$15.3M
MI
109
Moneywise Inc
Virginia
$14.9M
AG
110
AlTi Global
New York
$14.8M
WTC
111
WhitTier Trust Company
Nevada
$14.3M
HA
112
Hanover Advisors
South Carolina
$14.2M
QCM
113
Quantinno Capital Management
New York
$13.9M
IIM
114
Ipswich Investment Management
Massachusetts
$13.7M
Wealth Enhancement Advisory Services
115
Wealth Enhancement Advisory Services
Minnesota
$13.4M
RBC
116
Roble Belko & Company
Pennsylvania
$13.4M
AIM
117
Allen Investment Management
New York
$13M
TWM
118
Tanager Wealth Management
United Kingdom
$13M
WT
119
Whittier Trust
California
$12.3M
JWA
120
JFS Wealth Advisors
Pennsylvania
$12M
CCA
121
Conservest Capital Advisors
Pennsylvania
$11.6M
UB
122
UMB Bank
Missouri
$11.1M
PCIG
123
Partners Capital Investment Group
Massachusetts
$11.1M
JA
124
JVL Associates
Michigan
$10.8M
Stifel Financial
125
Stifel Financial
Missouri
$10.7M