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iShares Russell 3000 ETF

419 hedge funds and large institutions have $4.44B invested in iShares Russell 3000 ETF in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 153 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-7
Holders Change %
-1.64%
% of All Funds
9.62%
Holding in Top 10
40
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.56%
% of All Funds
0.92%
New
32
Increased
103
Reduced
153
Closed
38
Calls
$5.72M
Puts
$1.81M
Net Calls
+$3.91M
Net Calls Change
+$2.33M
Name Holding Trade Value Shares
Change
Shares
Change %
SMFS
276
Squar Milner Financial Services
California
$347K
CFA
277
Capstone Financial Advisors
Illinois
$346K -$350K
HFA
278
Huber Financial Advisors
Illinois
$344K -$29.6K -189 -8%
CB
279
Chemical Bank
Michigan
$343K
DACG
280
Donor Advised Charitable Giving
California
$342K
MYIA
281
Mount Yale Investment Advisors
Colorado
$328K +$328K +2,097 New
WAP
282
Wealthcare Advisory Partners
Pennsylvania
$322K +$97.5K +623 +43%
AssetMark Inc
283
AssetMark Inc
California
$320K
HTC
284
Haverford Trust Company
Pennsylvania
$320K +$117K +750 +58%
HCIA
285
Hochman Cole Investment Advisors
Illinois
$315K -$46.2K -296 -13%
JWBC
286
J.W. Burns & Co
New York
$313K +$102K +650 +48%
CWM
287
Connecticut Wealth Management
Connecticut
$311K
FAM
288
Flaharty Asset Management
Florida
$310K
FAT
289
First American Trust
California
$309K -$2.97K -19 -1%
VIA
290
Vantage Investment Advisors
Pennsylvania
$309K -$1.25K -8 -0.4%
CPO
291
Cerity Partners OCIO
New York
$306K +$1.88K +12 +0.6%
CAW
292
Cornerstone Advisors (Washington)
Washington
$300K +$156 +1 +0.1%
A
293
AdvicePeriod
California
$298K
MAS
294
Madden Advisory Services
Florida
$290K
MGIA
295
Moneta Group Investment Advisors
Missouri
$287K +$210K +1,345 +274%
PA
296
Paracle Advisors
Washington
$279K -$185K -1,188 -40%
UBV
297
United Bank (Virginia)
Virginia
$277K
CPP
298
Crow Point Partners
Massachusetts
$276K
WB
299
WesBanco Bank
West Virginia
$274K +$9.07K +58 +3%
CRC
300
Curi RMB Capital
Illinois
$268K