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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
SFWC
401
Strategic Family Wealth Counselors
New Jersey
$802K
BEC
402
Blue Edge Capital
Virginia
$797K
FNC
403
First National Corp
Massachusetts
$794K
MAC
404
Mason & Associates (California)
California
$794K +$285 +1 +0%
AAMC
405
Asset Allocation & Management Company
Illinois
$793K
CG
406
Cutler Group
California
$780K +$28.5K +100 +4%
SPIS
407
Steward Partners Investment Solutions
Oregon
$759K +$721K +2,528 New
CCM
408
Chilton Capital Management
Texas
$752K
OA
409
Oxbow Advisors
Texas
$748K
IAIM
410
International Assets Investment Management
Florida
$742K +$4.85K +17 +0.7%
MCA
411
Martin Capital Advisors
Texas
$741K -$20K -70 -3%
AAS
412
Avantax Advisory Services
Texas
$738K +$205K +718 +41%
QC
413
Quadrature Capital
United Kingdom
$737K +$701K +2,456 New
MFA
414
Mayflower Financial Advisors
Massachusetts
$724K +$571 +2 +0.1%
PFS
415
Prospera Financial Services
Texas
$722K -$17.4K -61 -2%
ECM
416
Evergreen Capital Management
Washington
$719K +$85.6K +300 +14%
SW
417
SlateStone Wealth
Florida
$718K
SC
418
Scotia Capital
Ontario, Canada
$713K -$7.42K -26 -1%
RJT
419
Raymond James Trust
Florida
$711K
GC
420
Gibson Capital
Pennsylvania
$700K
WFA
421
Wade Financial Advisory
California
$699K
SMA
422
Sage Mountain Advisors
Georgia
$699K
CCA
423
Cobblestone Capital Advisors
New York
$697K
HFRG
424
Houlihan Financial Resource Group
Virginia
$697K
CFA
425
Capstone Financial Advisors
Illinois
$693K +$1.71K +6 +0.3%