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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
CAM
601
Campion Asset Management
Virginia
$241K -$22.5K -79 -9%
CGPCS
602
Capital Group Private Client Services
California
$240K
GWSG
603
GPS Wealth Strategies Group
Colorado
$235K -$32.2K -113 -13%
FFG
604
Frisch Financial Group
New York
$235K
SWM
605
Silverlake Wealth Management
Vermont
$235K
PFG
606
Prosperity Financial Group
California
$235K
CWG
607
Cornerstone Wealth Group
North Carolina
$235K +$223K +782 New
USB
608
Union Savings Bank
Connecticut
$234K -$102K -357 -31%
SPFA
609
Summit Place Financial Advisors
New Jersey
$233K
T. Rowe Price Associates
610
T. Rowe Price Associates
Maryland
$230K
Thrivent Financial for Lutherans
611
Thrivent Financial for Lutherans
Minnesota
$230K +$571 +2 +0.3%
SL
612
Salomon & Ludwin
Virginia
$230K
AWM
613
Apollon Wealth Management
South Carolina
$229K -$4.56K -16 -2%
GI
614
Gradient Investments
Minnesota
$229K
AIM
615
Anchor Investment Management
South Carolina
$227K +$571 +2 +0.3%
DA
616
DCM Advisors
New York
$227K -$143K -500 -40%
CASB
617
Cape Ann Savings Bank
Massachusetts
$227K
RWB
618
RMR Wealth Builders
New Jersey
$225K +$285 +1 +0.1%
AFA
619
American Financial Advisors
Georgia
$223K +$285 +1 +0.1%
GA
620
GSG Advisors
New Jersey
$223K -$83K -291 -28%
BWA
621
Bordeaux Wealth Advisors
California
$221K +$210K +737 New
IAG
622
Investmark Advisory Group
Connecticut
$221K
SC
623
Sapient Capital
Indiana
$220K -$5.99K -21 -3%
AA
624
Auxano Advisors
Washington
$220K
LWM
625
LJI Wealth Management
Indiana
$219K +$208K +729 New