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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
1SAMC
776
12th Street Asset Management Company
Tennessee
-$616K -2,251 Closed
NSCM
777
New South Capital Management
Tennessee
-$590K -2,155 Closed
Calamos Advisors
778
Calamos Advisors
Illinois
-$456K -1,666 Closed
SSC
779
Syverson Strege & Co
Iowa
-$443K -1,620 Closed
CAG
780
Crestwood Advisors Group
Massachusetts
-$436K -1,593 Closed
GS
781
GTS Securities
New York
-$429K -1,567 Closed
CWM
782
Congress Wealth Management
Massachusetts
-$422K -1,540 Closed
Millennium Management
783
Millennium Management
New York
-$421K -1,537 Closed
RCAG
784
Rehmann Capital Advisory Group
Michigan
-$373K -1,361 Closed
MAP
785
Moody Aldrich Partners
Massachusetts
-$316K -1,155 Closed
SC
786
Syon Capital
California
-$307K -1,122 Closed
PL
787
Parthenon LLC
Kentucky
-$299K -1,094 Closed
OC
788
Oppenheimer & Co
New York
-$295K -1,076 Closed
B
789
Bailard
California
-$283K -1,032 Closed
CCG
790
Capital CS Group
California
-$279K -1,018 Closed
MBI
791
May Barnhard Investments
Maryland
-$256K -936 Closed
LHC
792
Little House Capital
Massachusetts
-$254K -929 Closed
MFIM
793
Mesirow Financial Investment Management
Illinois
-$245K -895 Closed
PCMF
794
Private Capital Management (Florida)
Florida
-$239K -872 Closed
BBW
795
Blue Barn Wealth
Utah
-$209K -765 Closed
GI
796
GAMCO Investors
Connecticut
-$205K -750 Closed
SWS
797
SYSTM Wealth Solutions
Illinois
-$89.8K -328 Closed
LTI
798
Laffer Tengler Investments
Tennessee
-$68.7K -251 Closed
TIM
799
Tortoise Investment Management
New York
-$50.6K -185 Closed
FCG
800
Financial Connections Group
California
-$32K -120 Closed