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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 %
BEC
401
Blue Edge Capital
Virginia
$797K
FNC
402
First National Corp
Massachusetts
$794K
MAC
403
Mason & Associates (California)
California
$794K +$300 +1 +0%
AAMC
404
Asset Allocation & Management Company
Illinois
$793K
CG
405
Cutler Group
California
$780K +$30K +100 +4%
SPIS
406
Steward Partners Investment Solutions
Oregon
$759K +$759K +2,528 New
CCM
407
Chilton Capital Management
Texas
$752K
OA
408
Oxbow Advisors
Texas
$748K
IAIM
409
International Assets Investment Management
Florida
$742K +$5.09K +17 +0.7%
MCA
410
Martin Capital Advisors
Texas
$741K -$21K -70 -3%
AAS
411
Avantax Advisory Services
Texas
$738K +$215K +718 +41%
QC
412
Quadrature Capital
United Kingdom
$737K +$737K +2,456 New
MFA
413
Mayflower Financial Advisors
Massachusetts
$724K +$600 +2 +0.1%
PFS
414
Prospera Financial Services
Texas
$722K -$18.4K -61 -2%
ECM
415
Evergreen Capital Management
Washington
$719K +$90K +300 +14%
SW
416
SlateStone Wealth
Florida
$718K
SC
417
Scotia Capital
Ontario, Canada
$713K -$7.8K -26 -1%
RJT
418
Raymond James Trust
Florida
$711K
GC
419
Gibson Capital
Pennsylvania
$700K
WFA
420
Wade Financial Advisory
California
$699K
SMA
421
Sage Mountain Advisors
Georgia
$699K
CCA
422
Cobblestone Capital Advisors
New York
$697K
HFRG
423
Houlihan Financial Resource Group
Virginia
$697K
CFA
424
Capstone Financial Advisors
Illinois
$693K +$1.8K +6 +0.3%
WSTAM
425
Wilbanks Smith & Thomas Asset Management
Virginia
$685K +$8.7K +29 +1%