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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
AWP
176
Ascent Wealth Partners
New York
$4.78M -$145K -510 -3%
MLFP
177
MPS Loria Financial Planners
Illinois
$4.78M +$191K +670 +4%
SIM
178
Strategic Investment Management
Virginia
$4.77M
LFS
179
Lutz Financial Services
Nebraska
$4.58M
EWA
180
EP Wealth Advisors
California
$4.52M -$18.8K -66 -0.4%
AWA
181
Aquire Wealth Advisors
Utah
$4.52M -$73.9K -259 -2%
STA
182
Summit Trail Advisors
New York
$4.52M
SB
183
Simmons Bank
Arkansas
$4.52M -$57.1K -200 -1%
CAM
184
Cozad Asset Management
Illinois
$4.37M
WI
185
WBI Investments
New Jersey
$4.3M +$506K +1,773 +14%
FPAS
186
Focus Partners Advisor Solutions
Missouri
$4.25M +$3.47M +12,175 +608%
CA
187
Cambridge Associates
Massachusetts
$4.22M +$941K +3,299 +31%
VFA
188
Valeo Financial Advisors
Indiana
$4.21M
CFG
189
Citizens Financial Group
Rhode Island
$4.16M -$12K -42 -0.3%
FHC
190
First Heartland Consultants
Missouri
$4.14M -$6.74M -23,627 -63%
MPPLM
191
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.11M -$292K -1,023 -7%
BFC
192
Blue Fin Capital
Rhode Island
$4.1M -$5.99K -21 -0.2%
CSWM
193
Cassady Schiller Wealth Management
Ohio
$3.98M -$571 -2 -0%
GP
194
Greenline Partners
New York
$3.97M
TFCP
195
Twin Focus Capital Partners
Massachusetts
$3.88M
ECG
196
Edge Capital Group
Georgia
$3.86M -$9.7K -34 -0.3%
AHC
197
Anderson Hoagland & Co
Missouri
$3.81M +$561K +1,965 +18%
CCB
198
Country Club Bank
Missouri
$3.77M -$79.9K -280 -2%
CA
199
Cetera Advisors
Colorado
$3.73M -$785K -2,752 -18%
LC
200
Lindbrook Capital
California
$3.69M -$28.5K -100 -0.8%