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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
AC
376
Avestar Capital
New York
$939K
PPW
377
Parcion Private Wealth
Washington
$933K
WIA
378
World Investment Advisors
California
$918K +$873K +3,060 New
SWA
379
Stratos Wealth Advisors
Ohio
$909K -$208K -728 -19%
Betterment LLC
380
Betterment LLC
New York
$905K +$141K +494 +20%
LAS
381
LWM Advisory Services
Florida
$903K -$5.42K -19 -0.6%
GCA
382
Greenwood Capital Associates
South Carolina
$897K
BAM
383
Beaumont Asset Management
Texas
$891K
CCM
384
Condor Capital Management
New Jersey
$881K
WAL
385
W Advisors LLC
Tennessee
$864K -$3.99K -14 -0.5%
SYBT
386
Stock Yards Bank & Trust
Kentucky
$850K -$6.28K -22 -0.8%
EIP
387
Ellis Investment Partners
Pennsylvania
$849K
PP
388
Prosperity Planning
Missouri
$847K
JWM
389
Jackson Wealth Management
Florida
$841K
VA
390
Valmark Advisers
Ohio
$841K -$9.41K -33 -1%
GT
391
Glenview Trust
Kentucky
$841K +$2.57K +9 +0.3%
ACM
392
Armbruster Capital Management
New York
$838K -$13.1K -46 -2%
CFC
393
Coyle Financial Counsel
Illinois
$828K
CL
394
Choreo LLC
Illinois
$826K +$256K +896 +48%
TF
395
Trek Financial
Arizona
$820K -$49.1K -172 -6%
AWM
396
Aprio Wealth Management
Georgia
$819K
SAM
397
Smartleaf Asset Management
Massachusetts
$819K -$40.5K -142 -5%
LNC
398
Lincoln National Corp
Pennsylvania
$814K +$285 +1 +0%
WMP
399
Wealth Management Partners
Arizona
$811K -$2.85K -10 -0.4%
ST
400
Spinnaker Trust
Maine
$809K