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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
Wealth Enhancement Advisory Services
201
Wealth Enhancement Advisory Services
Minnesota
$3.67M +$76.5K +268 +2%
SQA
202
Simon Quick Advisors
New Jersey
$3.65M +$103K +361 +3%
FHB
203
First Hawaiian Bank
Hawaii
$3.59M -$127K -444 -4%
WSFS
204
Wilmington Savings Fund Society
Delaware
$3.45M +$3.28M +11,513 New
CRWM
205
Castle Rock Wealth Management
California
$3.3M +$688K +2,412 +26%
PCIA
206
Prime Capital Investment Advisors
Kansas
$3.3M -$99.6K -349 -3%
JFG
207
JMG Financial Group
Illinois
$3.28M -$127K -445 -4%
ASN
208
Advisory Services Network
Georgia
$3.27M +$151K +530 +5%
ZF
209
Zhang Financial
Michigan
$3.26M +$856 +3 +0%
AWM
210
Aries Wealth Management
Maine
$3.25M -$14.3K -50 -0.5%
Prudential Financial
211
Prudential Financial
New Jersey
$3.21M +$155K +544 +5%
SWP
212
Stratos Wealth Partners
Ohio
$3.21M +$190K +665 +7%
MFA
213
McClarren Financial Advisors
Pennsylvania
$3.21M +$7.7K +27 +0.3%
SHGA
214
Sand Hill Global Advisors
California
$3.18M -$179K -627 -6%
SPP
215
Single Point Partners
Massachusetts
$3.13M +$2K +7 +0.1%
C
216
Certuity
Florida
$3.09M +$191K +669 +7%
SWA
217
Sax Wealth Advisors
New Jersey
$3.08M +$2.57K +9 +0.1%
MI
218
Moneywise Inc
Virginia
$3.04M +$2.16M +7,582 +296%
TWM
219
Tolleson Wealth Management
Texas
$3.04M
WT
220
Washington Trust
Rhode Island
$3.02M -$288K -1,009 -9%
WCM
221
Wealthcare Capital Management
Virginia
$3M -$428K -1,500 -13%
Renaissance Technologies
222
Renaissance Technologies
New York
$2.91M +$884K +3,100 +47%
PCMC
223
Private Capital Management (Colorado)
Colorado
$2.91M +$120K +422 +5%
AA
224
Alesco Advisors
New York
$2.87M +$3.42K +12 +0.1%
IAN
225
Integrated Advisors Network
Texas
$2.86M -$28.5K -100 -1%