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iShares Russell 3000 ETF

757 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, 251 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+4
Holders Change %
+0.53%
% of All Funds
10.97%
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
251
Closed
42
Calls
$7.26M
Puts
$2.97M
Net Calls
+$4.29M
Net Calls Change
-$8.91M
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
326
Bleakley Financial Group
New Jersey
$1.25M +$82.8K +276 +7%
SW
327
Simplicity Wealth
New Jersey
$1.25M +$1.25M +4,163 New
EW
328
Evoke Wealth
California
$1.25M +$59.1K +197 +5%
ADL
329
Asset Dedication LLC
California
$1.25M
CIC
330
Carnegie Investment Counsel
Ohio
$1.21M +$51.3K +171 +4%
SM
331
Sensible Money
Arizona
$1.21M
SWM
332
SilverOak Wealth Management
Minnesota
$1.21M
VCP
333
Vista Capital Partners
Oregon
$1.21M
BAM
334
Berkshire Asset Management
Pennsylvania
$1.21M -$167K -557 -12%
UFF
335
USA Financial Formulas
Michigan
$1.2M -$52.5K -175 -4%
SIG
336
Stonegate Investment Group
Alabama
$1.2M
AP
337
Agilis Partners
Massachusetts
$1.19M -$10.5M -34,970 -90%
LBC
338
Lowe Brockenbrough & Co
Virginia
$1.17M -$51.3K -171 -4%
APG
339
Abacus Planning Group
South Carolina
$1.16M
IWMA
340
Ironwood Wealth Management (Arizona)
Arizona
$1.15M -$1.8K -6 -0.2%
PFA
341
Pure Financial Advisors
California
$1.15M -$21K -70 -2%
WWC
342
Waypoint Wealth Counsel
Georgia
$1.13M +$2.7K +9 +0.2%
Luther King Capital Management (LKCM)
343
Luther King Capital Management (LKCM)
Texas
$1.12M -$1.02M
AIA
344
Alera Investment Advisors
Illinois
$1.11M -$198K -659 -15%
JSW
345
Journey Strategic Wealth
New Jersey
$1.09M +$61.2K +204 +6%
HCM
346
Hollencrest Capital Management
California
$1.08M
RPGK
347
Retirement Planning Group (Kansas)
Kansas
$1.07M
FCM
348
Firestone Capital Management
Florida
$1.07M +$900 +3 +0.1%
KA
349
Kovack Advisors
Florida
$1.06M -$14.4K -48 -1%
SF
350
Symphony Financial
Texas
$1.06M