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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
WSTAM
426
Wilbanks Smith & Thomas Asset Management
Virginia
$685K +$8.27K +29 +1%
Neuberger Berman Group
427
Neuberger Berman Group
New York
$679K -$468K -1,642 -42%
CWM
428
Collaborative Wealth Management
Florida
$672K
PAIM
429
Punch & Associates Investment Management
Minnesota
$666K +$109K +383 +21%
SFA
430
Sequoia Financial Advisors
Ohio
$663K +$9.98K +35 +2%
TGAM
431
TBH Global Asset Management
Tennessee
$659K +$6.28K +22 +1%
FTWA
432
Fifth Third Wealth Advisors
Ohio
$654K +$122K +428 +24%
BWM
433
Brown Wealth Management
Illinois
$651K +$285 +1 +0%
SW
434
SVB Wealth
Massachusetts
$641K -$3.14K -11 -0.5%
NED
435
Nancy E. Dempze
$631K
JWBC
436
J.W. Burns & Co
New York
$630K
1WM
437
1900 Wealth Management
Texas
$621K -$34.2K -120 -5%
CWA
438
CM Wealth Advisors
Ohio
$618K +$81.3K +285 +16%
FF
439
Francis Financial
$617K -$25.4K -89 -4%
PA
440
Procyon Advisors
Connecticut
$610K
AA
441
Ashford Advisors
New York
$610K
SWA
442
Sightline Wealth Advisors
Connecticut
$607K +$1.43K +5 +0.2%
NG
443
Norden Group
Utah
$606K +$576K +2,018 New
BRWA
444
B. Riley Wealth Advisors
Florida
$604K +$92.7K +325 +15%
APP
445
Avantax Planning Partners
Iowa
$604K +$282K +988 +96%
CA
446
Crewe Advisors
Utah
$602K
HA
447
Harbor Advisors
Florida
$600K
PP
448
PrairieView Partners
Minnesota
$587K
HIA
449
Harbor Investment Advisory
Maryland
$586K -$22.8K -80 -4%
CCM
450
Coldstream Capital Management
Washington
$585K