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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
EH
201
Equitable Holdings
New York
$4.4M +$258K +668 +6%
SAI
202
Savvy Advisors Inc
New York
$4.4M -$279K -721 -6%
LFS
203
Lutz Financial Services
Nebraska
$4.39M -$124K -321 -3%
MCM
204
MAI Capital Management
Ohio
$4.36M +$229K +591 +5%
IIM
205
Ironwood Investment Management
Massachusetts
$4.18M +$203K +524 +5%
TFCP
206
Twin Focus Capital Partners
Massachusetts
$4.17M
IDA
207
Intelligence Driven Advisers
California
$4.17M -$223K -576 -5%
FHC
208
First Heartland Consultants
Missouri
$3.98M -$50.3K -130 -1%
SPP
209
Single Point Partners
Massachusetts
$3.96M +$2.32K +6 +0.1%
SWA
210
Sax Wealth Advisors
New Jersey
$3.93M
CWM
211
Chesapeake Wealth Management
Virginia
$3.83M -$38.3K -99 -1%
C
212
Certuity
Florida
$3.81M +$6.19K +16 +0.2%
NG
213
Norden Group
Utah
$3.79M -$277K -717 -7%
MFA
214
McClarren Financial Advisors
Pennsylvania
$3.76M +$1.42M +3,677 +57%
MA
215
Mosaic Advisors
Texas
$3.76M +$637K +1,646 +22%
SWP
216
Stratos Wealth Partners
Ohio
$3.7M +$24.4K +63 +0.6%
SHGA
217
Sand Hill Global Advisors
California
$3.57M -$30.2K -78 -0.8%
AA
218
Alesco Advisors
New York
$3.56M
ZF
219
Zhang Financial
Michigan
$3.54M -$194K -501 -5%
FWIA
220
Fort Washington Investment Advisors
Ohio
$3.49M
OSAM
221
O'Shaughnessy Asset Management
Connecticut
$3.47M -$4.51M -11,657 -55%
IFWM
222
Institute for Wealth Management
Colorado
$3.47M
SB
223
Simmons Bank
Arkansas
$3.47M -$189K -489 -5%
CIA
224
Concurrent Investment Advisors
Florida
$3.39M -$33.2M -85,710 -90%
CFA
225
Cahill Financial Advisors
Minnesota
$3.35M +$1.16K +3 +0%