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iShares Russell 3000 ETF

905 hedge funds and large institutions have $11.6B invested in iShares Russell 3000 ETF in 2026 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 209 increasing their positions, 274 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 35

168% more call options, than puts

Call options by funds: $17.5M | Put options by funds: $6.52M

14% more capital invested

Capital invested by funds: $10.2B → $11.6B (+$1.43B)

5% more funds holding in top 10

Funds holding in top 10: 4345 (+2)

4% more funds holding

Funds holding: 868905 (+37)

2.05% less ownership

Funds ownership: 62.03%59.98% (-2.1%)

24% less repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 274

Holders
905
Holders Change
+37
Holders Change %
+4.26%
% of All Funds
10.95%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.54%
New
94
Increased
209
Reduced
274
Closed
35
Calls
$17.5M
Puts
$6.52M
Net Calls
+$11M
Net Calls Change
-$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$836M +$106M +258,265 +15%
SCM
2
SCS Capital Management
Massachusetts
$793M -$2.89M -7,012 -0.4%
AFI
3
American Family Investments
Wisconsin
$694M +$323M +783,688 +93%
Morgan Stanley
4
Morgan Stanley
New York
$493M -$66.9M -162,465 -12%
BlackRock
5
BlackRock
New York
$428M -$328M -795,420 -44%
Northern Trust
6
Northern Trust
Illinois
$424M -$2.22M -5,396 -0.5%
Bank of America
7
Bank of America
North Carolina
$290M -$100M -243,489 -26%
UMC
8
UNC Management Company
North Carolina
$226M +$487K +1,183 +0.2%
PWA
9
Pitcairn Wealth Advisors
Pennsylvania
$215M -$1.7M -4,120 -0.8%
JP Morgan Chase
10
JP Morgan Chase
New York
$203M +$1.76M +4,282 +0.9%
LPL Financial
11
LPL Financial
California
$198M +$3.34M +8,119 +2%
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$188M +$32.9M +79,810 +22%
Ameriprise
13
Ameriprise
Minnesota
$173M +$2.71M +6,569 +2%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$149M +$5.37M +13,044 +4%
EK
15
Evensky & Katz
Florida
$143M -$1.76M -4,274 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$141M -$2.93M -7,109 -2%
HighTower Advisors
17
HighTower Advisors
Illinois
$136M +$482K +1,170 +0.4%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$129M -$35.5M -86,102 -22%
UBS Group
19
UBS Group
Switzerland
$126M -$128K -311 -0.1%
TF
20
TLWM Financial
Texas
$125M -$586K -1,422 -0.5%
GAM
21
Gotham Asset Management
New York
$125M +$1.57M +3,820 +1%
Lido Advisors
22
Lido Advisors
California
$115M -$2.49M -6,032 -2%
ST
23
Sentinel Trust
Texas
$107M +$3.29M +7,974 +3%
Wells Fargo
24
Wells Fargo
California
$104M -$3.3M -8,013 -3%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$103M -$13.8M -33,445 -12%

IWV Hedge Fund Activity: Q2 2026 in Review

905 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 3000 ETF (IWV) for Q2 2026, worth a combined $11.6B — up 14% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new IWV positions and 35 closed out — a net gain of 59 holders — while 209 added to existing stakes and 274 trimmed.

The largest buyer was American Family Investments, adding an estimated $323M. The largest seller was Gallagher Fiduciary Advisors, cutting an estimated $397M.

  • 905 institutional investors held iShares Russell 3000 ETF (IWV) as of Q2 2026, up from 868 in Q1 2026.
  • Funds reported $11.6B of iShares Russell 3000 ETF stock for Q2 2026, up 14% quarter-over-quarter.
  • 94 funds opened new iShares Russell 3000 ETF positions in Q2 2026 and 35 closed out, a net change of +59 holders.
  • The largest iShares Russell 3000 ETF buyer in Q2 2026 was American Family Investments, an estimated $323M added.
  • The largest iShares Russell 3000 ETF seller in Q2 2026 was Gallagher Fiduciary Advisors, an estimated $397M sold.

Based on aggregated 13F filings for Q2 2026.