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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 %
Neuberger Berman Group
426
Neuberger Berman Group
New York
$679K -$493K -1,642 -42%
CWM
427
Collaborative Wealth Management
Florida
$672K
PAIM
428
Punch & Associates Investment Management
Minnesota
$666K +$115K +383 +21%
SFA
429
Sequoia Financial Advisors
Ohio
$663K +$10.5K +35 +2%
TGAM
430
TBH Global Asset Management
Tennessee
$659K +$6.6K +22 +1%
FTWA
431
Fifth Third Wealth Advisors
Ohio
$654K +$128K +428 +24%
BWM
432
Brown Wealth Management
Illinois
$651K +$300 +1 +0%
SW
433
SVB Wealth
Massachusetts
$641K -$3.3K -11 -0.5%
NED
434
Nancy E. Dempze
$631K
JWBC
435
J.W. Burns & Co
New York
$630K
1WM
436
1900 Wealth Management
Texas
$621K -$36K -120 -5%
CWA
437
CM Wealth Advisors
Ohio
$618K +$84.4K +285 +16%
FF
438
Francis Financial
$617K -$26.7K -89 -4%
PA
439
Procyon Advisors
Connecticut
$610K
AA
440
Ashford Advisors
New York
$610K
SWA
441
Sightline Wealth Advisors
Connecticut
$607K +$1.5K +5 +0.2%
NG
442
Norden Group
Utah
$606K +$606K +2,018 New
BRWA
443
B. Riley Wealth Advisors
Florida
$604K +$80K +325 +15%
APP
444
Avantax Planning Partners
Iowa
$604K +$296K +988 +96%
CA
445
Crewe Advisors
Utah
$602K
HA
446
Harbor Advisors
Florida
$600K
PP
447
PrairieView Partners
Minnesota
$587K
HIA
448
Harbor Investment Advisory
Maryland
$586K -$24K -80 -4%
CCM
449
Coldstream Capital Management
Washington
$585K
DIA
450
Dana Investment Advisors
Wisconsin
$585K