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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
EFMC
626
Empire Financial Management Company
New York
$218K +$207K +725 New
CFS
627
Cannon Financial Strategists
Georgia
$217K +$206K +723 New
MPM
628
Meritage Portfolio Management
Kansas
$216K +$205K +720 New
Financial Engines Advisors
629
Financial Engines Advisors
California
$215K -$123K -431 -38%
GSAM
630
Grant Street Asset Management
Pennsylvania
$212K -$13.4K -47 -6%
TPCW
631
TD Private Client Wealth
New York
$212K +$50.8K +178 +34%
PWP
632
Principle Wealth Partners
Connecticut
$211K +$201K +703 New
AIM
633
Acropolis Investment Management
Missouri
$210K
VHAM
634
Van Hulzen Asset Management
California
$209K +$198K +695 New
SG
635
StoneX Group
New York
$208K -$13.1K -46 -6%
AUB
636
Atlantic Union Bankshares
Virginia
$208K +$197K +692 New
LWCFA
637
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$207K
CP
638
Canopy Partners
Ohio
$205K +$195K +682 New
CB
639
Cadence Bank
Mississippi
$205K +$195K +682 New
MWP
640
Meridian Wealth Partners
Pennsylvania
$204K +$194K +681 New
TAM
641
Titleist Asset Management
Texas
$204K +$194K +681 New
NW
642
Naviter Wealth
Arkansas
$204K +$194K +680 New
BIAS
643
Beacon Investment Advisory Services
New Jersey
$203K +$193K +677 New
PCM
644
Parsons Capital Management
Rhode Island
$203K +$193K +675 New
SCTC
645
Sanibel Captiva Trust Company
Florida
$203K +$193K +675 New
CFS
646
CRA Financial Services
New Jersey
$202K +$192K +672 New
SAW
647
Signal Advisors Wealth
Michigan
$201K +$191K +670 New
AQR Capital Management
648
AQR Capital Management
Connecticut
$200K +$190K +667 New
HP
649
Holistic Planning
Texas
$200K +$190K +667 New
GFL
650
Granite FO LLC
New Hampshire
$195K