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
EP
126
EPIQ Partners
Minnesota
$8.9M +$278K +975 +3%
MML Investors Services
127
MML Investors Services
Massachusetts
$8.86M -$849K -2,975 -9%
JA
128
JVL Associates
Michigan
$8.74M
IDA
129
Intelligence Driven Advisers
California
$8.54M -$1.93M -6,763 -19%
RJA
130
Raymond James & Associates
Florida
$8.33M -$2.17M -7,597 -21%
FEG
131
Fund Evaluation Group
Ohio
$8.12M +$407K +1,427 +6%
AL
132
Aspiriant LLC
California
$7.93M -$274K -961 -4%
FAM
133
Forte Asset Management
New York
$7.85M +$126K +441 +2%
AllianceBernstein
134
AllianceBernstein
Tennessee
$7.71M +$89.9K +315 +1%
HHGA
135
Halbert Hargrove Global Advisors
California
$7.57M -$462K -1,621 -6%
Vanguard Group
136
Vanguard Group
Pennsylvania
$7.54M +$25.4K +89 +0.4%
HI
137
Humankind Investments
New York
$7.37M
SEM
138
Strategic Equity Management
Arizona
$7.35M +$2.81M +9,836 +67%
JPG
139
Jordan Park Group
California
$7.33M
FT
140
Fiduciary Trust
Massachusetts
$7.31M
GA
141
Geller Advisors
New York
$7.23M
RhumbLine Advisers
142
RhumbLine Advisers
Massachusetts
$7.01M -$11.1M -38,888 -62%
LC
143
LCNB Corp
Ohio
$6.94M -$7.13K -25 -0.1%
RPCA
144
Running Point Capital Advisors
California
$6.9M
NPF
145
Norris Perne & French
Michigan
$6.86M
SLT
146
St Louis Trust
Missouri
$6.86M -$45.4K -159 -0.7%
FSA
147
Financial Services Advisory
Maryland
$6.78M +$661K +2,317 +11%
LNWWM
148
Laird Norton Wetherby Wealth Management
California
$6.74M +$1.43K +5 +0%
CWM
149
Circle Wealth Management
New Jersey
$6.64M
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$6.46M +$15.1K +53 +0.2%