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iShares Russell 3000 ETF

582 hedge funds and large institutions have $6.2B invested in iShares Russell 3000 ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 124 increasing their positions, 200 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
-2
Holders Change %
-0.34%
% of All Funds
10.22%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.88%
New
40
Increased
124
Reduced
200
Closed
31
Calls
$2.93M
Puts
$3.26M
Net Calls
-$330K
Net Calls Change
-$357K
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
276
Janney Montgomery Scott
Pennsylvania
$922K
PFA
277
Pure Financial Advisors
California
$919K -$42.3K -166 -4%
SW
278
SkyOak Wealth
Michigan
$911K -$40.8K -160 -4%
XF
279
XML Financial
Maryland
$904K -$4.33K -17 -0.5%
CWM
280
Circle Wealth Management
New Jersey
$902K
LBC
281
Lowe Brockenbrough & Co
Virginia
$895K
CAL
282
Capital Analysts LLC
Pennsylvania
$893K
SFO
283
Stokes Family Office
Louisiana
$892K
RhumbLine Advisers
284
RhumbLine Advisers
Massachusetts
$880K +$880K +3,453 New
CIA
285
Choate Investment Advisors
Massachusetts
$869K
HWAM
286
Hennion & Walsh Asset Management
New Jersey
$869K +$1.53K +6 +0.2%
BAM
287
Beaumont Asset Management
Texas
$863K -$69K -271 -7%
CFO
288
CVA Family Office
Colorado
$861K
KA
289
Kovack Advisors
Florida
$856K -$34.2K -134 -4%
BPWM
290
Badgley Phelps Wealth Managers
Washington
$851K +$851K +3,339 New
LFA
291
Legacy Financial Advisors
Kentucky
$850K -$109K -428 -11%
GIA
292
GHP Investment Advisors
Colorado
$837K
BCA
293
Berman Capital Advisors
Georgia
$822K
CCM
294
Coldstream Capital Management
Washington
$820K -$36.9K -163 -4%
EWM
295
Evercore Wealth Management
New York
$796K -$146K -571 -15%
ACM
296
Advisors Capital Management
New Jersey
$795K +$795K +3,120 New
CCM
297
Chilton Capital Management
Texas
$794K
CS
298
Comerica Securities
Michigan
$785K
RPGK
299
Retirement Planning Group (Kansas)
Kansas
$783K
WAP
300
Wealthcare Advisory Partners
Pennsylvania
$780K -$96.6K -379 -11%