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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
HFS
676
HBC Financial Services
Washington
$115K +$285 +1 +0.3%
CWM
677
Cranbrook Wealth Management
Michigan
$113K
First Manhattan
678
First Manhattan
New York
$108K
WP
679
WealthShield Partners
North Carolina
$108K -$2.85K -10 -3%
OIA
680
Optimum Investment Advisors
Illinois
$107K
CA
681
CoreCap Advisors
Michigan
$104K +$99K +347 New
HNB
682
Huntington National Bank
Ohio
$96.3K
FRA
683
Front Row Advisors
California
$90K
Qube Research & Technologies (QRT)
684
Qube Research & Technologies (QRT)
United Kingdom
$89.1K -$143K -502 -63%
NG
685
NWK Group
California
$87.9K -$13.7K -48 -14%
BBHC
686
Brown Brothers Harriman & Co
New York
$87K
CIA
687
Cape Investment Advisory
Georgia
$86.3K +$285 +1 +0.3%
TVWM
688
Tower View Wealth Management
Wisconsin
$82.5K -$2.57K -9 -3%
MAM
689
MMA Asset Management
Pennsylvania
$78.9K +$75K +263 New
CWP
690
Concord Wealth Partners
Virginia
$78.3K +$285 +1 +0.4%
FFA
691
Founders Financial Alliance
North Carolina
$71.3K +$285 +1 +0.4%
GJIA
692
Glass Jacobson Investment Advisors
Maryland
$67.8K
BSB
693
Bangor Savings Bank
Maine
$67.5K
Russell Investments Group
694
Russell Investments Group
United Kingdom
$64.2K -$856 -3 -1%
HCP
695
Hexagon Capital Partners
Arkansas
$64.2K
BA
696
Ballast Advisors
Minnesota
$62.2K -$285 -1 -0.5%
DAM
697
Delta Asset Management
Tennessee
$58.5K -$2K -7 -3%
MFC
698
Morris Financial Concepts
South Carolina
$54.3K
PA
699
Parallel Advisors
California
$52.8K
DWA
700
Dougherty Wealth Advisers
Minnesota
$52.5K