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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 %
RIS
576
Retirement Income Solutions
Michigan
$277K
TNB
577
Thomasville National Bank
Georgia
$276K
AWM
578
AE Wealth Management
Kansas
$275K -$493K -1,642 -64%
FHA
579
Flagship Harbor Advisors
Massachusetts
$274K -$79.5K -265 -22%
NL
580
NWAM LLC
Washington
$272K +$272K +908 New
ST
581
Sabal Trust
Florida
$268K -$600 -2 -0.2%
PIFP
582
Partners in Financial Planning
Virginia
$267K
ACI
583
Alpha Cubed Investments
California
$267K
AF
584
Advisornet Financial
Minnesota
$266K +$600 +2 +0.2%
OSAM
585
O'Shaughnessy Asset Management
Connecticut
$265K -$3.13M -10,446 -92%
LRIA
586
Leonard Rickey Investment Advisors
Washington
$263K +$263K +877 New
MGWM
587
Marks Group Wealth Management
Minnesota
$261K -$87K -290 -25%
FCAS
588
First Command Advisory Services
Texas
$260K
CIM
589
CIM Investment Management
Pennsylvania
$258K
FBB
590
Fulton Breakefield Broenniman
Maryland
$257K
SWPG
591
Strategic Wealth Partners Group
Illinois
$255K
RAG
592
RIA Advisory Group
Iowa
$254K +$254K +847 New
MSAM
593
Moloney Securities Asset Management
Missouri
$252K +$252K +839 New
WJWM
594
Williams Jones Wealth Management
New York
$251K
OCPWS
595
One Charles Private Wealth Services
Massachusetts
$250K -$3K -10 -1%
KWS
596
Keystone Wealth Services
California
$247K -$22.5K -75 -8%
CG
597
CFO4Life Group
Texas
$247K
VCM
598
Versant Capital Management
Arizona
$245K
AIA
599
Arbor Investment Advisors
North Carolina
$243K
CAM
600
Campion Asset Management
Virginia
$241K -$23.7K -79 -9%