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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 %
FRA
501
Frank Rimerman Advisors
California
$439K +$107K +358 +32%
CWM
502
Core Wealth Management
Florida
$425K +$2.4K +8 +0.6%
SWM
503
Shakespeare Wealth Management
Wisconsin
$425K +$70.8K +236 +20%
HTC
504
Haverford Trust Company
Pennsylvania
$420K
CNB
505
Camden National Bank
Maine
$417K
FAIM
506
Financial Advocates Investment Management
Washington
$412K -$10.5K -35 -2%
LWM
507
Lyell Wealth Management
California
$411K +$411K +1,370 New
DT
508
Diversified Trust
Tennessee
$411K +$300 +1 +0.1%
EIA
509
Eldridge Investment Advisors
New Hampshire
$409K -$6K -20 -1%
BTWM
510
Baker Tilly Wealth Management
Wisconsin
$399K -$139K -462 -26%
KWM
511
Kingsview Wealth Management
Oregon
$399K +$130K +432 +48%
California State Teachers Retirement System (CalSTRS)
512
California State Teachers Retirement System (CalSTRS)
California
$397K +$397K +1,323 New
MWM
513
Meridian Wealth Management
Kentucky
$396K
GWM
514
Greenhouse Wealth Management
Connecticut
$394K -$102K -341 -21%
PAS
515
Park Avenue Securities
New York
$393K +$128K +428 +49%
HSA
516
HBK Sorce Advisory
Pennsylvania
$391K -$6.9K -23 -2%
ATPW
517
Ashton Thomas Private Wealth
Arizona
$391K -$7.2K -24 -2%
AWM
518
Accurate Wealth Management
Florida
$385K -$21K -74 -5%
WPA
519
West Paces Advisors
Georgia
$385K
GC
520
Gould Capital
Washington
$381K -$9K -30 -2%
LSA
521
Lion Street Advisors
Texas
$370K
JFGIW
522
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$369K -$52.8K -176 -13%
RMCM
523
Reynders McVeigh Capital Management
Massachusetts
$367K -$24K -80 -6%
RSWM
524
Robertson Stephens Wealth Management
California
$365K
CWM
525
Connecticut Wealth Management
Connecticut
$364K