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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
DIA
451
Dana Investment Advisors
Wisconsin
$585K
AA
452
Ancora Advisors
Ohio
$582K -$14.3K -50 -3%
FGAM
453
Financial Gravity Asset Management
Texas
$580K -$5.19M -18,192 -90%
AWE
454
Avidian Wealth Enterprises
Texas
$579K
CC
455
Cornerstone Capital
California
$577K +$11.4K +40 +2%
FWI
456
Facet Wealth Inc
Maryland
$574K
WWP
457
Waypoint Wealth Partners
California
$569K
OAM
458
Oppenheimer Asset Management
New York
$565K -$108K -379 -17%
MCA
459
MSH Capital Advisors
Arizona
$563K -$334K -1,171 -38%
TW
460
TritonPoint Wealth
Maryland
$553K -$330K -1,156 -57%
SWM
461
Spire Wealth Management
Virginia
$544K +$285 +1 +0.1%
AF
462
Allworth Financial
California
$540K
HPC
463
HM Payson & Co
Maine
$537K
PWM
464
Perigon Wealth Management
California
$536K +$285 +1 +0.1%
RWM
465
RKL Wealth Management
Pennsylvania
$534K +$1.14K +4 +0.2%
UBV
466
United Bank (Virginia)
Virginia
$531K
VWA
467
VERITY Wealth Advisors
United States
$531K
NA
468
NewEdge Advisors
Louisiana
$524K -$7.99K -28 -2%
GI
469
GLOBALT Investments
Georgia
$521K
SC
470
SouthState Corp
Florida
$515K
BWA
471
Burt Wealth Advisors
Maryland
$512K
MIM
472
MTM Investment Management
South Carolina
$509K
ECG
473
EPIQ Capital Group
California
$495K +$1.14K +4 +0.2%
EL
474
Envoi LLC
Minnesota
$494K -$163K -570 -26%
QPWM
475
Quadrant Private Wealth Management
Pennsylvania
$486K +$1.14K +4 +0.2%