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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 %
1CP
551
17 Capital Partners
Arizona
$321K +$60.3K +201 +23%
PIA
552
Perennial Investment Advisors
California
$321K +$300 +1 +0.1%
OWA
553
Outlook Wealth Advisors
Texas
$320K -$61.5K -205 -16%
CIA
554
Concurrent Investment Advisors
Florida
$320K +$320K +1,067 New
FF
555
Fluent Financial
Texas
$318K +$7.5K +25 +2%
PL
556
Plancorp LLC
Missouri
$313K -$13.2K -44 -4%
RWM
557
Rockwood Wealth Management
Pennsylvania
$311K
SA
558
Strategic Advocates
Utah
$311K -$76.5K -255 -20%
LFAS
559
Level Four Advisory Services
Texas
$309K
WMA
560
Wealth Management Associates
New Jersey
$309K
DIA
561
Davidson Investment Advisors
Montana
$308K -$88.8K -296 -22%
WLPWM
562
Walled Lake Planning & Wealth Management
Illinois
$307K +$2.7K +9 +0.9%
NEWAS
563
N.E.W. Advisory Services
Wisconsin
$304K -$3K -10 -1%
AA
564
AlphaMark Advisors
Kentucky
$304K
BFO
565
Biltmore Family Office
North Carolina
$302K
CAWM
566
Capital Advisors Wealth Management
Washington
$300K
LA
567
LM Advisors
California
$300K
KJHP
568
K.J. Harrison & Partners
Ontario, Canada
$297K
LCGC
569
Legacy Capital Group California
California
$296K
JC
570
Jacobs & Co
California
$294K
Members Trust
571
Members Trust
Florida
$293K
IA
572
IFP Advisors
Florida
$288K
AFG
573
Altiora Financial Group
Ohio
$287K +$600 +2 +0.2%
FA
574
Fermata Advisors
California
$282K +$31.8K +106 +13%
AIM
575
AHL Investment Management
Florida
$281K