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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
EH
201
Equitable Holdings
New York
$4.4M
SAI
202
Savvy Advisors Inc
New York
$4.4M
LFS
203
Lutz Financial Services
Nebraska
$4.39M
MCM
204
MAI Capital Management
Ohio
$4.36M
IIM
205
Ironwood Investment Management
Massachusetts
$4.18M
TFCP
206
Twin Focus Capital Partners
Massachusetts
$4.17M
IDA
207
Intelligence Driven Advisers
California
$4.17M
FHC
208
First Heartland Consultants
Missouri
$3.98M
SPP
209
Single Point Partners
Massachusetts
$3.96M
SWA
210
Sax Wealth Advisors
New Jersey
$3.93M
CWM
211
Chesapeake Wealth Management
Virginia
$3.83M
C
212
Certuity
Florida
$3.81M
NG
213
Norden Group
Utah
$3.79M
MFA
214
McClarren Financial Advisors
Pennsylvania
$3.76M
MA
215
Mosaic Advisors
Texas
$3.76M
SWP
216
Stratos Wealth Partners
Ohio
$3.7M
SHGA
217
Sand Hill Global Advisors
California
$3.57M
AA
218
Alesco Advisors
New York
$3.56M
ZF
219
Zhang Financial
Michigan
$3.54M
FWIA
220
Fort Washington Investment Advisors
Ohio
$3.49M
OSAM
221
O'Shaughnessy Asset Management
Connecticut
$3.47M
IFWM
222
Institute for Wealth Management
Colorado
$3.47M
SB
223
Simmons Bank
Arkansas
$3.47M
CIA
224
Concurrent Investment Advisors
Florida
$3.39M
CFA
225
Cahill Financial Advisors
Minnesota
$3.35M