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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
CWM
526
Connecticut Wealth Management
Connecticut
$364K
CAMG
527
CWA Asset Management Group
Florida
$363K
SCM
528
SOL Capital Management
Maryland
$363K
AI
529
Auour Investments
Massachusetts
$362K
SCM
530
Sterneck Capital Management
Missouri
$360K
PTC
531
Private Trust Company
Ohio
$360K
WDL
532
Well Done LLC
Michigan
$356K -$861K -3,017 -72%
AF
533
Apexium Financial
Texas
$356K
FCBT
534
First Citizens Bank & Trust
North Carolina
$353K -$279K -979 -45%
GRP
535
Global Retirement Partners
California
$349K +$57.1K +200 +21%
WCWM
536
Willow Creek Wealth Management
California
$348K
PJSIMP
537
P.J. Schmidt Investment Management (PJS)
Wisconsin
$345K
CAM
538
Cubic Asset Management
Massachusetts
$344K
SCM
539
Sebold Capital Management
Illinois
$341K -$571 -2 -0.2%
RW
540
REDW Wealth
New Mexico
$334K
KP
541
Keel Point
Alabama
$332K +$285 +1 +0.1%
RWP
542
Revolve Wealth Partners
New Jersey
$332K
LFA
543
Lauterbach Financial Advisors
Texas
$328K +$285 +1 +0.1%
GWA
544
GGM Wealth Advisors
Maryland
$327K
JJBC
545
James J. Burns & Company
New York
$327K
RRCM
546
Rappaport Reiches Capital Management
Illinois
$326K +$16.5K +58 +6%
HI
547
Harbour Investments
Wisconsin
$325K
PRA
548
Pine Ridge Advisers
New York
$325K
MA
549
MONECO Advisors
Connecticut
$324K +$285 +1 +0.1%
OIA
550
OneDigital Investment Advisors
Kansas
$322K