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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
CFFP
751
Center for Financial Planning
Michigan
$7.8K
BTI
752
Blue Trust Inc
Georgia
$7.5K +$7.13K +25 New
TC
753
Trust Company
Kansas
$6.53K -$285 -1 -4%
NSIM
754
North Star Investment Management
Illinois
$5.7K
AIA
755
Armor Investment Advisors
North Carolina
$4.5K
AssetMark Inc
756
AssetMark Inc
California
$4.2K -$71.6K -251 -95%
GKIM
757
GW&K Investment Management
Massachusetts
$4K
SOS
758
Silver Oak Securities
Tennessee
$1.61K -$46.5K -163 -97%
NRG
759
Nemes Rush Group
Michigan
$1.2K
IGWM
760
ICA Group Wealth Management
Colorado
$609 -$285 -1 -33%
LCOV
761
London Company of Virginia
Virginia
$59 -$1.71K -6 Closed
VNIM
762
Vaughan Nelson Investment Management
Texas
-$17.3M -63,060 Closed
CCMG
763
Clark Capital Management Group
Pennsylvania
-$11.3M -41,157 Closed
SEI Investments
764
SEI Investments
Pennsylvania
-$3.73M -13,611 Closed
EFG
765
Everhart Financial Group
Ohio
-$3.29M -12,007 Closed
Natixis Advisors
766
Natixis Advisors
Massachusetts
-$2.81M -10,264 Closed
GBWM
767
Granite Bay Wealth Management
New Hampshire
-$2.51M -9,828 Closed
Belvedere Trading
768
Belvedere Trading
Illinois
-$2.25M -8,235 Closed
AFAS
769
Acorn Financial Advisory Services
Virginia
-$2.13M -7,916 Closed
FMI
770
Fiduciary Management Inc
Wisconsin
-$2.15M -7,860 Closed
BC
771
Bakala Capital
South Carolina
-$2.02M -7,369 Closed
Fuller & Thaler Asset Management
772
Fuller & Thaler Asset Management
California
-$1.35M -4,934 Closed
NPT
773
National Philanthropic Trust
Pennsylvania
-$1.21M -4,436 Closed
TAM
774
Tocqueville Asset Management
New York
-$1.05M -3,845 Closed
IA
775
IFG Advisory
Georgia
-$810K -2,958 Closed