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iShares Russell 3000 ETF

424 hedge funds and large institutions have $4.55B invested in iShares Russell 3000 ETF in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 129 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+5
Holders Change %
+1.19%
% of All Funds
9.72%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.87%
New
38
Increased
102
Reduced
129
Closed
28
Calls
$4.63M
Puts
$990K
Net Calls
+$3.64M
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Shares
Change %
A
251
AdvicePeriod
California
$509K +$200K +1,230 +65%
BEC
252
Blue Edge Capital
Virginia
$487K
PWPS
253
Pinnacle Wealth Planning Services
Ohio
$483K -$313K -1,926 -39%
PCG
254
Private Capital Group
Connecticut
$477K -$11.4K -70 -2%
PAG
255
Private Advisor Group
New Jersey
$473K -$440K -2,701 -48%
WS
256
Wedbush Securities
California
$473K +$95.4K +588 +25%
FCBT
257
First Citizens Bank & Trust
North Carolina
$467K
BAC
258
Boys Arnold & Co
North Carolina
$462K
QPWM
259
Quadrant Private Wealth Management
Pennsylvania
$459K
PFBT
260
Parkside Financial Bank & Trust
Missouri
$454K -$74.6K -460 -14%
PFA
261
Pinnacle Family Advisors
Missouri
$452K -$568K -3,500 -56%
CT
262
CPF Texas
Texas
$427K +$427K +2,632 New
CBN
263
Cadence Bank NA
Texas
$416K
NEAM
264
New England Asset Management
Connecticut
$414K
FAIM
265
Financial Advocates Investment Management
Washington
$412K +$168K +1,035 +69%
WSTAM
266
Wilbanks Smith & Thomas Asset Management
Virginia
$397K
OCM
267
One Capital Management
California
$396K -$821K -5,051 -67%
BIAS
268
Beacon Investment Advisory Services
New Jersey
$388K
LJHT
269
Laurie J. Hall Trustee
$386K
CCM
270
Coldstream Capital Management
Washington
$383K
AA
271
Ancora Advisors
Ohio
$382K
DACG
272
Donor Advised Charitable Giving
California
$381K +$25.2K +155 +7%
BHIA
273
Birch Hill Investment Advisors
Massachusetts
$376K -$43.2K -266 -10%
CCM
274
Colorado Capital Management
Colorado
$374K
FWM
275
Frontier Wealth Management
Missouri
$370K