We are live on ! Find out more
IWV icon

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
BHWM
726
Beaird Harris Wealth Management
Texas
$24.3K +$23.1K +81 New
HGERS
727
Householder Group Estate & Retirement Specialist
Arizona
$22.8K
FIM
728
Fernwood Investment Management
Massachusetts
$22.8K +$21.7K +76 New
GPFA
729
Game Plan Financial Advisors
Ohio
$22.5K
AWM
730
Activest Wealth Management
Florida
$21.9K
JFG
731
JDM Financial Group
Texas
$21.9K
Federated Hermes
732
Federated Hermes
Pennsylvania
$17.1K -$2.81M -9,854 -99%
CMP
733
Coston McIsaac & Partners
Maine
$17K
EWA
734
Elevate Wealth Advisory
Georgia
$16.8K
FCA
735
FinTrust Capital Advisors
South Carolina
$15.9K
DFA
736
DHJJ Financial Advisors
Illinois
$15.6K
NIC
737
Northwest Investment Counselors
Oregon
$15.3K +$14.5K +51 New
CB
738
CNB Bank
Pennsylvania
$15K
FP
739
Financial Perspectives
Minnesota
$15K
OA
740
Operose Advisors
Wisconsin
$14.7K
GWS
741
Glassman Wealth Services
Virginia
$14.6K
CB
742
Centennial Bank
Arkansas
$14.1K
OC
743
Oakworth Capital
Alabama
$13.2K +$12.6K +44 New
National Bank of Canada
744
National Bank of Canada
Quebec, Canada
$12.8K
BL
745
BFSG LLC
California
$12K
RG
746
Retirement Group
California
$11.4K
PS
747
Principal Securities
Iowa
$9.6K
FFA
748
Frazier Financial Advisors
Ohio
$9.12K
Simplex Trading
749
Simplex Trading
Illinois
$8K -$794K -2,784 -99%
MLA
750
MB, Levis & Associates
Pennsylvania
$7.81K