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iShares Russell 3000 ETF

859 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, 226 increasing their positions, 264 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 (-$968M)

14% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 264

23% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 57

Holders
859
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
LFS
201
Lutz Financial Services
Nebraska
$4.39M
MCM
202
MAI Capital Management
Ohio
$4.36M
IIM
203
Ironwood Investment Management
Massachusetts
$4.18M
TFCP
204
Twin Focus Capital Partners
Massachusetts
$4.17M
IDA
205
Intelligence Driven Advisers
California
$4.17M
FHC
206
First Heartland Consultants
Missouri
$3.98M
SPP
207
Single Point Partners
Massachusetts
$3.96M
SWA
208
Sax Wealth Advisors
New Jersey
$3.93M
CWM
209
Chesapeake Wealth Management
Virginia
$3.83M
C
210
Certuity
Florida
$3.81M
NG
211
Norden Group
Utah
$3.79M
MFA
212
McClarren Financial Advisors
Pennsylvania
$3.76M
MA
213
Mosaic Advisors
Texas
$3.76M
SWP
214
Stratos Wealth Partners
Ohio
$3.7M
SHGA
215
Sand Hill Global Advisors
California
$3.57M
AA
216
Alesco Advisors
New York
$3.56M
ZF
217
Zhang Financial
Michigan
$3.54M
FWIA
218
Fort Washington Investment Advisors
Ohio
$3.49M
OSAM
219
O'Shaughnessy Asset Management
Connecticut
$3.47M
IFWM
220
Institute for Wealth Management
Colorado
$3.47M
SB
221
Simmons Bank
Arkansas
$3.47M
CIA
222
Concurrent Investment Advisors
Florida
$3.39M
CFA
223
Cahill Financial Advisors
Minnesota
$3.35M
FOR
224
Family Office Research
Maryland
$3.34M
LFP
225
Lakeshore Financial Planning
Michigan
$3.3M