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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
PG
551
Patten Group
Tennessee
$321K
1CP
552
17 Capital Partners
Arizona
$321K +$57.3K +201 +23%
PIA
553
Perennial Investment Advisors
California
$321K +$285 +1 +0.1%
OWA
554
Outlook Wealth Advisors
Texas
$320K -$58.5K -205 -16%
CIA
555
Concurrent Investment Advisors
Florida
$320K +$304K +1,067 New
FF
556
Fluent Financial
Texas
$318K +$7.13K +25 +2%
PL
557
Plancorp LLC
Missouri
$313K -$12.6K -44 -4%
RWM
558
Rockwood Wealth Management
Pennsylvania
$311K
SA
559
Strategic Advocates
Utah
$311K -$72.7K -255 -20%
LFAS
560
Level Four Advisory Services
Texas
$309K
WMA
561
Wealth Management Associates
New Jersey
$309K
DIA
562
Davidson Investment Advisors
Montana
$308K -$84.4K -296 -22%
WLPWM
563
Walled Lake Planning & Wealth Management
Illinois
$307K +$2.57K +9 +0.9%
NEWAS
564
N.E.W. Advisory Services
Wisconsin
$304K -$2.85K -10 -1%
AA
565
AlphaMark Advisors
Kentucky
$304K
BFO
566
Biltmore Family Office
North Carolina
$302K
CAWM
567
Capital Advisors Wealth Management
Washington
$300K
LA
568
LM Advisors
California
$300K
KJHP
569
K.J. Harrison & Partners
Ontario, Canada
$297K
LCGC
570
Legacy Capital Group California
California
$296K
JC
571
Jacobs & Co
California
$294K
Members Trust
572
Members Trust
Florida
$293K
IA
573
IFP Advisors
Florida
$288K
AFG
574
Altiora Financial Group
Ohio
$287K +$571 +2 +0.2%
FA
575
Fermata Advisors
California
$282K +$30.2K +106 +13%