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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
AIM
576
AHL Investment Management
Florida
$281K
RIS
577
Retirement Income Solutions
Michigan
$277K
TNB
578
Thomasville National Bank
Georgia
$276K
AWM
579
AE Wealth Management
Kansas
$275K -$468K -1,642 -64%
FHA
580
Flagship Harbor Advisors
Massachusetts
$274K -$75.6K -265 -22%
NL
581
NWAM LLC
Washington
$272K +$259K +908 New
ST
582
Sabal Trust
Florida
$268K -$571 -2 -0.2%
PIFP
583
Partners in Financial Planning
Virginia
$267K
ACI
584
Alpha Cubed Investments
California
$267K
AF
585
Advisornet Financial
Minnesota
$266K +$571 +2 +0.2%
OSAM
586
O'Shaughnessy Asset Management
Connecticut
$265K -$2.98M -10,446 -92%
LRIA
587
Leonard Rickey Investment Advisors
Washington
$263K +$250K +877 New
MGWM
588
Marks Group Wealth Management
Minnesota
$261K -$82.7K -290 -25%
FCAS
589
First Command Advisory Services
Texas
$260K
CIM
590
CIM Investment Management
Pennsylvania
$258K
FBB
591
Fulton Breakefield Broenniman
Maryland
$257K
SWPG
592
Strategic Wealth Partners Group
Illinois
$255K
RAG
593
RIA Advisory Group
Iowa
$254K +$242K +847 New
MSAM
594
Moloney Securities Asset Management
Missouri
$252K +$239K +839 New
WJWM
595
Williams Jones Wealth Management
New York
$251K
OCPWS
596
One Charles Private Wealth Services
Massachusetts
$250K -$2.85K -10 -1%
KWS
597
Keystone Wealth Services
California
$247K -$21.4K -75 -8%
CG
598
CFO4Life Group
Texas
$247K
VCM
599
Versant Capital Management
Arizona
$245K
AIA
600
Arbor Investment Advisors
North Carolina
$243K