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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
MW
151
Mueller Wealth
Wisconsin
$7.5M +$274K +708 +4%
AL
152
Aspiriant LLC
California
$7.36M -$1.8M -4,658 -19%
ACP
153
Arcus Capital Partners
Georgia
$7.24M +$3.1M +8,026 +70%
LT
154
Legacy Trust
Michigan
$6.99M -$316K -816 -4%
FAM
155
Forte Asset Management
New York
$6.89M -$1.84M -4,749 -20%
JPG
156
Jordan Park Group
California
$6.86M
AP
157
Anchyra Partners
Georgia
$6.84M +$2.24M +5,791 +46%
CPIG
158
Chicago Partners Investment Group
Illinois
$6.83M +$748K +1,933 +13%
FNBOO
159
First National Bank of Omaha
Nebraska
$6.71M -$85.9K -222 -1%
WPA
160
West Paces Advisors
Georgia
$6.62M -$29K -75 -0.4%
EW
161
Elyxium Wealth
California
$6.57M
NRC
162
New Republic Capital
North Carolina
$6.46M +$2M +5,168 +42%
TFP
163
Triune Financial Partners
Kansas
$6.44M -$133K -344 -2%
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$6.36M +$4.37M +11,294 +193%
WT
165
WHI Trust
Illinois
$6.33M -$219K -567 -3%
USCWA
166
U.S. Capital Wealth Advisors
Texas
$6.28M -$310K -801 -5%
WAG
167
Winthrop Advisory Group
Massachusetts
$6.24M +$115K +297 +2%
BCM
168
BTC Capital Management
Iowa
$6.19M
X
169
Xponance
Pennsylvania
$6.15M +$4.42M +11,418 +220%
GC
170
Gilbert & Cook
Iowa
$6.11M -$37.1K -96 -0.6%
NA
171
NewEdge Advisors
Louisiana
$6.11M -$1.23M -3,169 -16%
EWA
172
EP Wealth Advisors
California
$5.97M -$394K -1,018 -6%
SFA
173
Sequoia Financial Advisors
Ohio
$5.9M -$44.5K -115 -0.7%
MWM
174
Mission Wealth Management
California
$5.82M -$69.6K -180 -1%
HHGA
175
Halbert Hargrove Global Advisors
California
$5.73M -$909K -2,349 -13%