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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
PWMG
651
Private Wealth Management Group
New Jersey
$194K -$29.4K -103 -14%
NOI
652
Newton One Investments
Delaware
$192K +$571 +2 +0.3%
SWM
653
Sugarloaf Wealth Management
Georgia
$191K +$571 +2 +0.3%
PCFFS
654
Pacific Center for Financial Services
California
$189K
TF
655
Tompkins Financial
New York
$188K -$9.13K -32 -5%
SSB
656
Sandy Spring Bank
Maryland
$187K
PO
657
Private Ocean
California
$184K
PMFA
658
Plante Moran Financial Advisors
Michigan
$182K
DSC
659
Duncker Streett & Co
Missouri
$168K
AFG
660
Albion Financial Group
Utah
$167K
S
661
SignatureFD
Georgia
$167K
MA
662
MCF Advisors
Kentucky
$165K
SIC
663
Salem Investment Counselors
North Carolina
$155K
GBT
664
Grove Bank & Trust
Florida
$155K
BNP Paribas Financial Markets
665
BNP Paribas Financial Markets
France
$154K +$571 +2 +0.4%
PFM
666
Phillips Financial Management
Indiana
$147K
PAI
667
Pittenger & Anderson Inc
Nebraska
$135K
AA
668
Addison Advisors
Vermont
$133K +$16.3K +57 +15%
RDFA
669
Ritter Daniher Financial Advisory
Ohio
$131K
PFBT
670
Parkside Financial Bank & Trust
Missouri
$126K
PK
671
Pflug Koory
Nebraska
$125K
TFGT
672
TS Financial Group (TSFG)
Illinois
$120K
KFI
673
Key Financial Inc
Pennsylvania
$119K -$9.98K -35 -8%
HR
674
Howe & Rusling
New York
$119K -$7.42K -26 -6%
AWM
675
Abound Wealth Management
Tennessee
$116K