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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
TWM
101
Tanager Wealth Management
United Kingdom
$12.7M -$105K -369 -0.9%
Allspring Global Investments
102
Allspring Global Investments
North Carolina
$12.6M -$14.1M -49,266 -54%
FHA
103
First Horizon Advisors
Tennessee
$12.5M -$5.26M -18,453 -31%
MAWA
104
Moss Adams Wealth Advisors
Washington
$12.5M +$2.09M +7,328 +21%
FNT
105
First National Trust
Pennsylvania
$12.2M +$110K +386 +1%
Brown Advisory
106
Brown Advisory
Maryland
$12.2M -$1.44M -5,039 -11%
UB
107
UMB Bank
Missouri
$11.6M +$215K +754 +2%
JWA
108
JFS Wealth Advisors
Pennsylvania
$11.4M -$103K -361 -0.9%
IIM
109
Ipswich Investment Management
Massachusetts
$11.3M -$534K -1,871 -5%
RBC
110
Roble Belko & Company
Pennsylvania
$11.2M -$195K -685 -2%
CCA
111
Conservest Capital Advisors
Pennsylvania
$11M +$13.4K +47 +0.1%
CAN
112
Cetera Advisor Networks
California
$11M +$347K +1,217 +3%
Creative Planning
113
Creative Planning
Kansas
$10.8M +$225K +790 +2%
KAS
114
Kestra Advisory Services
Texas
$10.8M -$24.2K -85 -0.2%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$10.6M +$16.8K +59 +0.2%
AIM
116
Allen Investment Management
New York
$10.6M
SAM
117
Silvercrest Asset Management
New York
$10.6M -$11.8M -41,457 -54%
RMC
118
Regis Management Company
California
$10.6M
BWM
119
BigSur Wealth Management
Florida
$10.5M -$428K -1,500 -4%
WTC
120
WhitTier Trust Company
Nevada
$10.5M
Lido Advisors
121
Lido Advisors
California
$10.4M +$370K +1,297 +4%
Citigroup
122
Citigroup
New York
$10.2M +$48.2K +169 +0.5%
LP
123
LGL Partners
Pennsylvania
$9.94M -$77.4M -271,305 -89%
M&T Bank
124
M&T Bank
New York
$9.93M -$462K -1,621 -5%
GT
125
Glenmede Trust
Pennsylvania
$9.13M -$87.9K -308 -1%