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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
Osaic Holdings
51
Osaic Holdings
Arizona
$31.6M -$1.94M -6,795 -6%
CAM
52
Cresset Asset Management
Illinois
$31.5M +$2.87M +10,064 +11%
HFS
53
Hantz Financial Services
Michigan
$31.4M -$1.79M -6,276 -6%
CG
54
Caprock Group
Idaho
$30.3M
GU
55
Georgetown University
District of Columbia
$30M +$71.6K +251 +0.3%
WPW
56
Waldron Private Wealth
Pennsylvania
$29.2M -$323K -1,134 -1%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$28.7M -$5.02M -17,591 -16%
CA
58
CSM Advisors
Pennsylvania
$28M
NRA
59
NSI Retail Advisors
Pennsylvania
$28M
PWA
60
Provenance Wealth Advisors
Florida
$27.9M -$478K -1,674 -2%
GDP
61
Great Diamond Partners
Maine
$27.8M +$521K +1,827 +2%
US Bancorp
62
US Bancorp
Minnesota
$27.4M -$164K -576 -0.6%
CA
63
Clearstead Advisors
Ohio
$26.7M +$2K +7 +0%
BJL
64
Brighton Jones LLC
Washington
$26.1M -$175K -612 -0.7%
HWM
65
HB Wealth Management
Georgia
$25.6M +$107K +374 +0.4%
IC
66
IEQ Capital
California
$25.4M +$409K +1,433 +2%
BCM
67
Brookstone Capital Management
Illinois
$24.7M +$1.11M +3,906 +5%
Comerica Bank
68
Comerica Bank
Texas
$24.5M -$1.49M -5,225 -6%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$24.4M +$52.2K +183 +0.2%
Mariner
70
Mariner
Kansas
$23.1M +$84.4K +296 +0.4%
EFG
71
Embree Financial Group
Illinois
$23M -$413K -1,449 -2%
TW
72
Trajan Wealth
Arizona
$22.4M +$21.3M +74,555 New
SP
73
Stairway Partners
Illinois
$22.1M -$868K -3,043 -4%
FWM
74
FFT Wealth Management
Pennsylvania
$21.9M -$111M -388,399 -84%
BF
75
Brooklyn FI
New York
$21.7M +$89.6K +314 +0.4%