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iShares Russell 3000 ETF

571 hedge funds and large institutions have $5.72B invested in iShares Russell 3000 ETF in 2020 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 139 increasing their positions, 193 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+55
Holders Change %
+10.66%
% of All Funds
10.13%
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.92%
New
85
Increased
139
Reduced
193
Closed
20
Calls
$12.6M
Puts
$30K
Net Calls
+$12.6M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
301
Fairhaven Wealth Management
Illinois
$814K
TSS
302
Two Sigma Securities
New York
$805K +$805K +3,602 New
HB
303
Homrich & Berg
Georgia
$787K +$787K +3,520 New
C
304
Certuity
Florida
$786K
AF
305
Advisornet Financial
Minnesota
$783K -$17.4K -78 -2%
SFO
306
Stokes Family Office
Louisiana
$782K
5L
307
55I LLC
Massachusetts
$756K -$7.38K -33 -1%
KA
308
Kovack Advisors
Florida
$748K +$14.1K +63 +2%
GIA
309
GHP Investment Advisors
Colorado
$734K +$224 +1 +0%
Janney Montgomery Scott
310
Janney Montgomery Scott
Pennsylvania
$732K -$11.2K -50 -2%
EL
311
Envoi LLC
Minnesota
$730K
SFS
312
Sowell Financial Services
Arkansas
$730K +$111K +496 +18%
SFG
313
Summit Financial Group
West Virginia
$726K -$394K -1,765 -35%
BCA
314
Berman Capital Advisors
Georgia
$720K -$859K -3,843 -54%
EAM
315
Evanson Asset Management
California
$718K
CAM
316
Congress Asset Management
Massachusetts
$710K +$404K +1,808 +132%
RPGK
317
Retirement Planning Group (Kansas)
Kansas
$687K
WMP
318
Wealth Management Partners
Arizona
$669K +$669K +2,903 New
Bank of Montreal
319
Bank of Montreal
Ontario, Canada
$663K +$13.7K +60 +2%
FNC
320
First National Corp
Massachusetts
$649K
WAP
321
Wealthcare Advisory Partners
Pennsylvania
$639K +$59K +264 +10%
BEC
322
Blue Edge Capital
Virginia
$638K
SBH
323
Segall Bryant & Hamill
Illinois
$638K +$229K +1,025 +56%
S
324
SignatureFD
Georgia
$632K
CL
325
CPWM LLC
Washington
$628K