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iShares Russell 3000 ETF

767 hedge funds and large institutions have $7.83B invested in iShares Russell 3000 ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 197 increasing their positions, 244 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
+10
Holders Change %
+1.32%
% of All Funds
11.16%
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.71%
New
60
Increased
197
Reduced
244
Closed
37
Calls
$5.77M
Puts
$1.33M
Net Calls
+$4.45M
Net Calls Change
+$154K
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
476
MTM Investment Management
South Carolina
$523K
PP
477
PrairieView Partners
Minnesota
$522K -$80.1K -260 -13%
ECG
478
EPIQ Capital Group
California
$510K +$1.54K +5 +0.3%
VWA
479
VERITY Wealth Advisors
United States
$510K -$36.1K -117 -7%
GI
480
GLOBALT Investments
Georgia
$506K -$29.6K -96 -6%
LSA
481
Lion Street Advisors
Texas
$502K +$84.9K +275 +20%
QPWM
482
Quadrant Private Wealth Management
Pennsylvania
$501K +$1.54K +5 +0.3%
OIA
483
OneDigital Investment Advisors
Kansas
$498K +$167K +540 +50%
PFA
484
Pathway Financial Advisors
Vermont
$494K
WB
485
WesBanco Bank
West Virginia
$488K
FFM
486
Forum Financial Management
Illinois
$488K +$926 +3 +0.2%
WE
487
Wealth Effects
Massachusetts
$484K -$5.56K -18 -1%
RFC
488
Regions Financial Corp
Alabama
$484K
KPWS
489
Kestra Private Wealth Services
Texas
$483K -$8.34K -27 -2%
FWCM
490
Ferguson Wellman Capital Management
Oregon
$482K
BCPWM
491
Bradley & Co Private Wealth Management
Florida
$481K
PRWA
492
Platte River Wealth Advisors
Colorado
$475K
MFA
493
Mayflower Financial Advisors
Massachusetts
$474K -$271K -877 -36%
QCG
494
Quadrant Capital Group
Ohio
$474K
LFA
495
Legacy Financial Advisors
Kentucky
$473K
MSS
496
Mitchell Sinkler & Starr
Pennsylvania
$472K
VF
497
Vawter Financial
Ohio
$468K -$10.2K -33 -2%
MWA
498
Midland Wealth Advisors
Illinois
$462K
WHG
499
Westwood Holdings Group
Texas
$458K
BCWM
500
Bartlett & Co Wealth Management
Ohio
$455K