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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
SCM
1
SCS Capital Management
Massachusetts
$621M -$9.89M -34,662 -2%
Morgan Stanley
2
Morgan Stanley
New York
$366M -$373M -1,305,918 -52%
Northern Trust
3
Northern Trust
Illinois
$318M -$18.3M -64,167 -6%
BlackRock
4
BlackRock
New York
$287M +$63.9M +224,092 +31%
Bank of America
5
Bank of America
North Carolina
$280M -$5.76M -20,188 -2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$218M -$3.38M -11,861 -2%
Goldman Sachs
7
Goldman Sachs
New York
$198M -$24.4M -85,687 -12%
JP Morgan Chase
8
JP Morgan Chase
New York
$187M -$92M -322,483 -34%
P
9
Pitcairn
Pennsylvania
$160M -$2.19M -7,667 -1%
Ameriprise
10
Ameriprise
Minnesota
$141M -$2.11M -7,385 -2%
UBS Group
11
UBS Group
Switzerland
$136M -$1.43M -5,025 -1%
LPL Financial
12
LPL Financial
California
$132M -$923K -3,237 -0.7%
EK
13
Evensky & Katz
Florida
$121M -$3.83M -13,429 -3%
UMC
14
UNC Management Company
North Carolina
$120M +$114M +401,152 New
HighTower Advisors
15
HighTower Advisors
Illinois
$95.2M +$2.13M +7,460 +2%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$90.9M +$3.54M +12,413 +4%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$87.8M +$5.32M +18,664 +7%
TF
18
TLWM Financial
Texas
$86.3M -$2.93M -10,259 -3%
ST
19
Sentinel Trust
Texas
$83.7M +$3.59M +12,577 +5%
PP
20
Pegasus Partners
Wisconsin
$73.8M +$512K +1,796 +0.7%
TFF
21
The Family Firm
Maryland
$62.1M -$2.4M -8,426 -4%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$61.6M +$9.76M +34,203 +20%
William Blair & Company
23
William Blair & Company
Illinois
$60.1M -$2.26M -7,920 -4%
Corient Private Wealth
24
Corient Private Wealth
Florida
$58.6M +$587K +2,057 +1%
AC
25
AlphaCore Capital
California
$57.2M -$323K -1,132 -0.6%