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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
MCM
276
Manchester Capital Management
Vermont
$1.76M
PCIG
277
Partners Capital Investment Group
Massachusetts
$1.76M -$8.33M -29,203 -83%
FG
278
Foster Group
Iowa
$1.76M +$242K +849 +17%
CTC
279
Central Trust Company
Missouri
$1.72M -$20.3K -71 -1%
VPP
280
Vertex Planning Partners
Illinois
$1.72M -$10.3K -36 -0.6%
MGIA
281
Moneta Group Investment Advisors
Missouri
$1.71M +$65.6K +230 +4%
NF
282
Nvest Financial
New Hampshire
$1.68M +$3.99K +14 +0.3%
VP
283
Verum Partners
North Carolina
$1.66M
SMWM
284
Silvia McColl Wealth Management
California
$1.66M -$14K -49 -0.9%
BFG
285
Beacon Financial Group
Texas
$1.66M -$73K -256 -4%
JIP
286
Jaffetilchin Investment Partners
Florida
$1.63M -$12.3M -43,150 -89%
NEPWA
287
New England Private Wealth Advisors
Massachusetts
$1.6M +$3.71K +13 +0.2%
HPA
288
High Probability Advisors
New York
$1.6M -$143K -500 -9%
PGA
289
Portland Global Advisors
Maine
$1.59M
X
290
Xponance
Pennsylvania
$1.58M +$174K +609 +13%
ACA
291
Aptus Capital Advisors
Alabama
$1.58M +$1.35M +4,747 +944%
MF
292
Manchester Financial
California
$1.57M
Envestnet Portfolio Solutions
293
Envestnet Portfolio Solutions
Illinois
$1.57M -$72.7K -255 -5%
EPP
294
ETF Portfolio Partners
Kansas
$1.57M -$8.56K -30 -0.6%
GSC
295
Grey Street Capital
Illinois
$1.56M
KL
296
KilterHowling LLC
Colorado
$1.54M +$3.71K +13 +0.3%
BPWM
297
Badgley Phelps Wealth Managers
Washington
$1.53M +$134K +468 +10%
IWC
298
Integrated Wealth Concepts
Massachusetts
$1.53M +$2.57K +9 +0.2%
SPC
299
Sigma Planning Corp
Michigan
$1.51M +$332K +1,163 +30%
SFG
300
Sterling Financial Group
California
$1.5M