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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
SB
301
Strategic Blueprint
Georgia
$1.48M +$110K +386 +8%
PFPT
302
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.45M -$942K -3,302 -41%
LWA
303
Lowe Wealth Advisors
Maryland
$1.45M -$14.3K -50 -1%
GWMR
304
GC Wealth Management RIA
Massachusetts
$1.44M +$53.1K +186 +4%
GLLW
305
Graves Light Lenhart Wealth
Virginia
$1.43M
GWANC
306
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.42M +$1.35M +4,747 New
TC
307
TownSquare Capital
Utah
$1.42M -$163K -572 -11%
GM
308
GeoWealth Management
Illinois
$1.42M +$1.35M +4,718 New
Citadel Advisors
309
Citadel Advisors
Florida
$1.4M +$1.33M +4,677 New
DAS
310
Dynamic Advisor Solutions
Arizona
$1.38M -$9.41K -33 -0.7%
Janney Montgomery Scott
311
Janney Montgomery Scott
Pennsylvania
$1.38M -$374K -1,312 -22%
CTA
312
Chesley Taft & Associates
Illinois
$1.38M
IWM
313
IHT Wealth Management
Illinois
$1.37M +$13.1K +46 +1%
DADC
314
D.A. Davidson & Co
Montana
$1.37M +$571 +2 +0%
MWA
315
Motive Wealth Advisors
Michigan
$1.36M +$1.3M +4,544 New
BW
316
BIP Wealth
Georgia
$1.36M
JWCA
317
J.W. Cole Advisors
Florida
$1.33M -$3.42K -12 -0.3%
CFO
318
CVA Family Office
Colorado
$1.32M
EWM
319
Evercore Wealth Management
New York
$1.3M -$106K -370 -8%
MA
320
Mutual Advisors
Nebraska
$1.3M -$152K -534 -11%
TRCT
321
Tower Research Capital (TRC)
New York
$1.29M +$1.23M +4,297 New
FCI
322
Financial Counselors Inc
Kansas
$1.28M -$4.28K -15 -0.4%
HA
323
HC Advisors
Georgia
$1.28M
ACA
324
Affinity Capital Advisors
California
$1.27M -$479K -1,680 -28%
PGFC
325
Peapack-Gladstone Financial Corp
New Jersey
$1.25M