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
STA
176
Summit Trail Advisors
New York
$5.72M
AWM
177
Aries Wealth Management
Maine
$5.67M
MPPLM
178
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.58M
CRC
179
Curi RMB Capital
Illinois
$5.55M
KFC
180
Klingenstein Fields & Co
New York
$5.53M
PAG
181
Private Advisor Group
New Jersey
$5.45M
CAM
182
Cozad Asset Management
Illinois
$5.44M
AWP
183
Ascent Wealth Partners
New York
$5.41M
CA
184
Cambridge Associates
Massachusetts
$5.41M
MML Investors Services
185
MML Investors Services
Massachusetts
$5.41M
FC
186
Financial Council
Maryland
$5.38M
SFS
187
Sowell Financial Services
Arkansas
$5.2M
SAM
188
Silvercrest Asset Management
New York
$5.2M
WHCFA
189
William Howard & Co Financial Advisors
Tennessee
$5.11M
AWA
190
Aquire Wealth Advisors
Utah
$4.97M
GP
191
Greenline Partners
New York
$4.91M
BFG
192
Bleakley Financial Group
New Jersey
$4.9M
MLFP
193
MPS Loria Financial Planners
Illinois
$4.78M
BWA
194
Basecamp Wealth Advisors
Washington
$4.78M
LBC
195
Lowe Brockenbrough & Co
Virginia
$4.7M
ZIM
196
Zacks Investment Management
Illinois
$4.65M
PCIA
197
Prime Capital Investment Advisors
Kansas
$4.57M
BNP Paribas Financial Markets
198
BNP Paribas Financial Markets
France
$4.56M
BFC
199
Blue Fin Capital
Rhode Island
$4.51M
SQA
200
Simon Quick Advisors
New Jersey
$4.5M