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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
M
701
MOTCO
Texas
$52.5K
LWANC
702
Laurel Wealth Advisors (North Carolina)
North Carolina
$49.5K
SVCP
703
Silicon Valley Capital Partners
California
$49.3K
AWM
704
Avior Wealth Management
Nebraska
$48.9K +$32.2K +113 +226%
FIM
705
FWL Investment Management
Texas
$45.3K +$26K +91 +152%
T
706
Tidemark
California
$44.4K
RIL
707
Rothschild Investment LLC
Illinois
$42.9K
RFG
708
RFP Financial Group
Georgia
$42.3K
APW
709
Atlantic Private Wealth
North Carolina
$41.5K
JFA
710
JNBA Financial Advisors
Minnesota
$37K
EWM
711
EPG Wealth Management
Georgia
$34.5K
HWM
712
Horizons Wealth Management
North Carolina
$33.4K
CPA
713
Cardiff Park Advisors
California
$32.3K
NS
714
NBC Securities
Alabama
$31K
TC
715
Truvestments Capital
Florida
$30.6K -$25.4K -89 -47%
GA
716
GoalVest Advisory
New York
$30K -$28.5K -100 -50%
FDCDDQ
717
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30K
MMG
718
Monetary Management Group
Missouri
$30K
SS
719
Sunbelt Securities
Texas
$30K
RCM
720
Rain Capital Management
Oregon
$29.9K
BIM
721
Breakwater Investment Management
Washington
$28.8K +$27.4K +96 New
WTA
722
Washington Trust Advisors
Massachusetts
$27.9K
TSWM
723
Tyler-Stone Wealth Management
Ohio
$27.6K
PPC
724
Park Place Capital
Alabama
$27K
BCMLT
725
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.4K