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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
BFG
326
Bleakley Financial Group
New Jersey
$1.25M +$78.7K +276 +7%
SW
327
Simplicity Wealth
New Jersey
$1.25M +$1.19M +4,163 New
EW
328
Evoke Wealth
California
$1.25M +$56.2K +197 +5%
ADL
329
Asset Dedication LLC
California
$1.25M
IFG
330
Independent Financial Group
California
$1.23M -$5.71K -20 -0.5%
CIC
331
Carnegie Investment Counsel
Ohio
$1.21M +$48.8K +171 +4%
SM
332
Sensible Money
Arizona
$1.21M
SWM
333
SilverOak Wealth Management
Minnesota
$1.21M
VCP
334
Vista Capital Partners
Oregon
$1.21M
BAM
335
Berkshire Asset Management
Pennsylvania
$1.21M -$159K -557 -12%
UFF
336
USA Financial Formulas
Michigan
$1.2M -$49.9K -175 -4%
SIG
337
Stonegate Investment Group
Alabama
$1.2M
AP
338
Agilis Partners
Massachusetts
$1.19M -$9.98M -34,970 -90%
LBC
339
Lowe Brockenbrough & Co
Virginia
$1.17M -$48.8K -171 -4%
APG
340
Abacus Planning Group
South Carolina
$1.16M
IWMA
341
Ironwood Wealth Management (Arizona)
Arizona
$1.15M -$1.71K -6 -0.2%
PFA
342
Pure Financial Advisors
California
$1.15M -$20K -70 -2%
WWC
343
Waypoint Wealth Counsel
Georgia
$1.13M +$2.57K +9 +0.2%
Luther King Capital Management (LKCM)
344
Luther King Capital Management (LKCM)
Texas
$1.12M
AIA
345
Alera Investment Advisors
Illinois
$1.11M -$188K -659 -15%
JSW
346
Journey Strategic Wealth
New Jersey
$1.09M +$58.2K +204 +6%
HCM
347
Hollencrest Capital Management
California
$1.08M
RPGK
348
Retirement Planning Group (Kansas)
Kansas
$1.07M
FCM
349
Firestone Capital Management
Florida
$1.07M +$856 +3 +0.1%
KA
350
Kovack Advisors
Florida
$1.06M -$13.7K -48 -1%