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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
PFA
476
Pathway Financial Advisors
Vermont
$480K
KPWS
477
Kestra Private Wealth Services
Texas
$477K +$2.57K +9 +0.6%
WE
478
Wealth Effects
Massachusetts
$476K
WB
479
WesBanco Bank
West Virginia
$475K -$2.85K -10 -0.6%
SPIA
480
Steward Partners Investment Advisory
New York
$474K +$67.3K +236 +18%
FFM
481
Forum Financial Management
Illinois
$473K +$3.42K +12 +0.8%
RFC
482
Regions Financial Corp
Alabama
$470K -$407K -1,426 -48%
FWCM
483
Ferguson Wellman Capital Management
Oregon
$468K
BCPWM
484
Bradley & Co Private Wealth Management
Florida
$467K
LW
485
Linscomb Wealth
Texas
$467K +$285 +1 +0.1%
SFS
486
Summit Financial Strategies
Ohio
$465K
VF
487
Vawter Financial
Ohio
$465K -$10.3K -36 -2%
EWM
488
Empirical Wealth Management
Washington
$463K +$114K +400 +35%
PRWA
489
Platte River Wealth Advisors
Colorado
$462K
RIA
490
Realta Investment Advisors
Delaware
$461K -$571 -2 -0.1%
QCG
491
Quadrant Capital Group
Ohio
$460K
LFA
492
Legacy Financial Advisors
Kentucky
$459K -$80.4K -282 -16%
SA
493
SpiderRock Advisors
Delaware
$454K +$440K +1,543 New
MSS
494
Mitchell Sinkler & Starr
Pennsylvania
$450K
MWA
495
Midland Wealth Advisors
Illinois
$450K
FFA
496
Farther Finance Advisors
California
$449K
EAM
497
Evanson Asset Management
California
$447K
AWAG
498
ARS Wealth Advisors Group
Florida
$446K -$272K -955 -39%
WHG
499
Westwood Holdings Group
Texas
$445K -$21.1K -74 -5%
BCWM
500
Bartlett & Co Wealth Management
Ohio
$443K