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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 %
KPWS
476
Kestra Private Wealth Services
Texas
$477K +$2.7K +9 +0.6%
WE
477
Wealth Effects
Massachusetts
$476K
WB
478
WesBanco Bank
West Virginia
$475K -$3K -10 -0.6%
SPIA
479
Steward Partners Investment Advisory
New York
$474K +$70.8K +236 +18%
FFM
480
Forum Financial Management
Illinois
$473K +$3.6K +12 +0.8%
RFC
481
Regions Financial Corp
Alabama
$470K -$428K -1,426 -48%
FWCM
482
Ferguson Wellman Capital Management
Oregon
$468K
BCPWM
483
Bradley & Co Private Wealth Management
Florida
$467K
LW
484
Linscomb Wealth
Texas
$467K +$300 +1 +0.1%
SFS
485
Summit Financial Strategies
Ohio
$465K
VF
486
Vawter Financial
Ohio
$465K -$10.8K -36 -2%
EWM
487
Empirical Wealth Management
Washington
$463K +$120K +400 +35%
PRWA
488
Platte River Wealth Advisors
Colorado
$462K
RIA
489
Realta Investment Advisors
Delaware
$461K -$600 -2 -0.1%
QCG
490
Quadrant Capital Group
Ohio
$460K
LFA
491
Legacy Financial Advisors
Kentucky
$459K -$84.6K -282 -16%
SA
492
SpiderRock Advisors
Delaware
$454K +$454K +1,543 New
MSS
493
Mitchell Sinkler & Starr
Pennsylvania
$450K
MWA
494
Midland Wealth Advisors
Illinois
$450K
FFA
495
Farther Finance Advisors
California
$449K
EAM
496
Evanson Asset Management
California
$447K
AWAG
497
ARS Wealth Advisors Group
Florida
$446K -$287K -955 -39%
WHG
498
Westwood Holdings Group
Texas
$445K -$22.2K -74 -5%
BCWM
499
Bartlett & Co Wealth Management
Ohio
$443K
RW
500
RVW Wealth
California
$441K -$27K -90 -6%