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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 %
CAMG
526
CWA Asset Management Group
Florida
$363K
SCM
527
SOL Capital Management
Maryland
$363K
AI
528
Auour Investments
Massachusetts
$362K
SCM
529
Sterneck Capital Management
Missouri
$360K
PTC
530
Private Trust Company
Ohio
$360K
WDL
531
Well Done LLC
Michigan
$356K -$905K -3,017 -72%
AF
532
Apexium Financial
Texas
$356K
FCBT
533
First Citizens Bank & Trust
North Carolina
$353K -$294K -979 -45%
GRP
534
Global Retirement Partners
California
$349K +$60K +200 +21%
WCWM
535
Willow Creek Wealth Management
California
$348K
PJSIMP
536
P.J. Schmidt Investment Management (PJS)
Wisconsin
$345K
CAM
537
Cubic Asset Management
Massachusetts
$344K
SCM
538
Sebold Capital Management
Illinois
$341K -$600 -2 -0.2%
RW
539
REDW Wealth
New Mexico
$334K
KP
540
Keel Point
Alabama
$332K +$300 +1 +0.1%
RWP
541
Revolve Wealth Partners
New Jersey
$332K
LFA
542
Lauterbach Financial Advisors
Texas
$328K +$300 +1 +0.1%
GWA
543
GGM Wealth Advisors
Maryland
$327K
JJBC
544
James J. Burns & Company
New York
$327K
RRCM
545
Rappaport Reiches Capital Management
Illinois
$326K +$17.4K +58 +6%
HI
546
Harbour Investments
Wisconsin
$325K
PRA
547
Pine Ridge Advisers
New York
$325K
MA
548
MONECO Advisors
Connecticut
$324K +$300 +1 +0.1%
OIA
549
OneDigital Investment Advisors
Kansas
$322K
PG
550
Patten Group
Tennessee
$321K