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iShares Russell 3000 ETF

426 hedge funds and large institutions have $4.63B invested in iShares Russell 3000 ETF in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 102 increasing their positions, 130 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
+68
Holders Change %
+18.99%
% of All Funds
9.68%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.89%
New
85
Increased
102
Reduced
130
Closed
13
Calls
$2.22M
Puts
$632K
Net Calls
+$1.58M
Net Calls Change
-$462K
Name Holding Trade Value Shares
Change
Shares
Change %
A
301
AdvicePeriod
California
$301K +$301K +1,905 New
AL
302
Aspiriant LLC
California
$298K -$3.29M -20,773 -92%
QPWM
303
Quadrant Private Wealth Management
Pennsylvania
$296K +$296K +1,869 New
MAS
304
Madden Advisory Services
Florida
$293K
CPP
305
Crow Point Partners
Massachusetts
$281K
FWCM
306
Ferguson Wellman Capital Management
Oregon
$280K
UBV
307
United Bank (Virginia)
Virginia
$280K +$280K +1,770 New
CRC
308
Curi RMB Capital
Illinois
$271K
WB
309
WesBanco Bank
West Virginia
$268K
ZIM
310
Zacks Investment Management
Illinois
$267K +$267K +1,689 New
GP
311
Girard Partners
Pennsylvania
$266K
GMA
312
Goldstein Munger & Associates
California
$265K
SGCA
313
Steel Grove Capital Advisors
Tennessee
$264K
SEI Investments
314
SEI Investments
Pennsylvania
$264K +$180K +1,138 +215%
CAL
315
Capital Analysts LLC
Pennsylvania
$261K -$177K -1,120 -40%
CNBT
316
Canandaigua National Bank & Trust
New York
$261K
VCM
317
Vigilant Capital Management
Maine
$261K
RWM
318
RKL Wealth Management
Pennsylvania
$256K +$2.06K +13 +0.8%
PFA
319
Pathway Financial Advisors
Vermont
$253K +$253K +1,600 New
UFF
320
USA Financial Formulas
Michigan
$252K +$252K +1,591 New
PWPS
321
Pinnacle Wealth Planning Services
Ohio
$251K +$251K +1,585 New
HC
322
Hamilton Capital
Ohio
$251K +$251K +1,589 New
GT
323
Glenview Trust
Kentucky
$247K -$125K -789 -34%
PS
324
Portfolio Solutions
Michigan
$246K
BOS
325
Bingham Osborn & Scarborough
California
$241K +$158 +1 +0.1%