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iShares Russell 3000 ETF

758 hedge funds and large institutions have $7.47B invested in iShares Russell 3000 ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 193 increasing their positions, 252 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $7.26M | Put options by funds: $2.97M

23% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 43

0% more funds holding

Funds holding: 755758 (+3)

1% less capital invested

Capital invested by funds: $7.51B → $7.47B (-$37.6M)

5.31% less ownership

Funds ownership: 60.02%54.71% (-5.3%)

11% less funds holding in top 10

Funds holding in top 10: 5549 (-6)

23% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 252

Holders
758
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
10.92%
Holding in Top 10
49
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.91%
% of All Funds
0.71%
New
53
Increased
193
Reduced
252
Closed
43
Calls
$7.26M
Puts
$2.97M
Net Calls
+$4.29M
Net Calls Change
-$8.91M
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
226
Fort Washington Investment Advisors
Ohio
$2.83M +$3.42K +12 +0.1%
CHC
227
City Holding Co
West Virginia
$2.83M -$207K -724 -7%
IFWM
228
Institute for Wealth Management
Colorado
$2.81M
FAM
229
Family Asset Management
South Carolina
$2.79M -$9.7K -34 -0.4%
LFP
230
Lakeshore Financial Planning
Michigan
$2.78M
MPCG
231
Matrix Private Capital Group
New York
$2.74M
USCWA
232
U.S. Capital Wealth Advisors
Texas
$2.68M +$706K +2,474 +38%
BFPW
233
BOK Financial Private Wealth
Colorado
$2.63M
IIM
234
Ironwood Investment Management
Massachusetts
$2.63M -$104K -363 -4%
FH
235
FWG Holdings
Florida
$2.58M +$149K +524 +6%
AWS
236
Atria Wealth Solutions
New York
$2.55M +$189K +661 +8%
9WM
237
9258 Wealth Management
Ohio
$2.54M +$29.1K +102 +1%
SI
238
Saxon Interests
Texas
$2.53M -$20.3K -71 -0.8%
FNBOO
239
First National Bank of Omaha
Nebraska
$2.51M -$310K -1,088 -12%
CRC
240
Curi RMB Capital
Illinois
$2.51M -$1.75M -6,125 -42%
WPC
241
Wedmont Private Capital
Pennsylvania
$2.5M +$13.7K +48 +0.6%
CFA
242
Cahill Financial Advisors
Minnesota
$2.5M -$4.56K -16 -0.2%
AI
243
Atria Investments
North Carolina
$2.48M +$1.2M +4,211 +104%
AMBIA
244
Allen Mooney & Barnes Investment Advisors
Georgia
$2.47M
FWM
245
Fonville Wealth Management
Virginia
$2.45M
KeyBank National Association
246
KeyBank National Association
Ohio
$2.45M -$81.7M -286,295 -97%
EH
247
Equitable Holdings
New York
$2.43M +$430K +1,507 +23%
BPA
248
Beacon Pointe Advisors
California
$2.39M -$1.05M -3,678 -32%
EC
249
Estate Counselors
Wisconsin
$2.36M -$3.21M -11,265 -59%
PA
250
Planning Alternatives
Michigan
$2.35M +$71.9K +252 +3%