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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
NFG
76
Nations Financial Group
Iowa
$21.1M -$370K -1,297 -2%
CJH
77
Christopher J. Hasenberg
Wisconsin
$20.6M -$309K -1,083 -2%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$20.4M +$1.67M +5,862 +9%
SC
79
Savant Capital
Illinois
$20.2M -$933K -3,270 -5%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$20.1M +$13.1M +45,811 +217%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$19.9M -$427K -1,496 -2%
JIC
82
Johnson Investment Counsel
Ohio
$18.6M +$110K +387 +0.6%
TI
83
Truepoint Inc
Ohio
$18.5M -$734K -2,574 -4%
CFGF
84
Compass Financial Group (Florida)
Florida
$17.7M -$85.3K -299 -0.5%
CWM
85
Campbell Wealth Management
Virginia
$17.5M -$5.83M -20,426 -26%
FMWA
86
Forvis Mazars Wealth Advisors
Missouri
$16.8M -$103K -362 -0.6%
WA
87
Wealthstream Advisors
New York
$16.4M -$503K -1,762 -3%
DPI
88
Diversified Portfolios Inc
Michigan
$16.4M -$19.7K -69 -0.1%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$16.3M -$1.18M -4,126 -7%
OBWP
90
O'Brien Wealth Partners
Massachusetts
$15.7M -$271K -951 -2%
BSW
91
Buckingham Strategic Wealth
Missouri
$15.6M -$246K -861 -2%
UCFA
92
United Capital Financial Advisors
Texas
$15.5M +$896K +3,140 +6%
CM
93
Churchill Management
California
$15.4M -$2.11M -7,409 -13%
Truist Financial
94
Truist Financial
North Carolina
$15.1M -$2.23M -7,801 -13%
BL
95
Balentine LLC
Georgia
$14.6M +$302K +1,060 +2%
BP
96
BBR Partners
New York
$14.4M +$9.98K +35 +0.1%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$14.2M +$968K +3,394 +8%
WANY
98
Wealthspire Advisors (New York)
New York
$14.1M -$3.41M -11,952 -20%
HA
99
Hanover Advisors
South Carolina
$13.7M +$1.28M +4,473 +11%
AG
100
AlTi Global
New York
$13.5M +$328K +1,151 +3%