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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 %
RCAG
326
Rehmann Capital Advisory Group
Michigan
$600K +$510 +2 +0.1%
GC
327
Gibson Capital
Pennsylvania
$594K
PGA
328
Portland Global Advisors
Maine
$586K +$586K +2,300 New
WSTAM
329
Wilbanks Smith & Thomas Asset Management
Virginia
$580K
CFA
330
Capstone Financial Advisors
Illinois
$566K
MIM
331
MTM Investment Management
South Carolina
$564K -$8.91K -35 -2%
QPWM
332
Quadrant Private Wealth Management
Pennsylvania
$561K
AWM
333
AE Wealth Management
Kansas
$556K +$110K +433 +25%
TGAM
334
TBH Global Asset Management
Tennessee
$554K
JWBC
335
J.W. Burns & Co
New York
$535K -$2.04K -8 -0.4%
AAS
336
Avantax Advisory Services
Texas
$532K +$532K +2,081 New
SCM
337
Sterneck Capital Management
Missouri
$527K -$138K -543 -21%
GT
338
Glenview Trust
Kentucky
$521K +$2.55K +10 +0.5%
RFC
339
Regions Financial Corp
Alabama
$519K
Cerity Partners
340
Cerity Partners
New York
$516K -$19.6K -77 -4%
SBH
341
Segall Bryant & Hamill
Illinois
$503K +$86.9K +342 +21%
VWA
342
VERITY Wealth Advisors
United States
$501K
HIA
343
Harbor Investment Advisory
Maryland
$500K
FNT
344
First National Trust
Pennsylvania
$495K -$60.9K -239 -11%
AA
345
Ancora Advisors
Ohio
$494K
SWA
346
Sightline Wealth Advisors
Connecticut
$494K
SC
347
Scotia Capital
Ontario, Canada
$493K +$2.04K +8 +0.4%
BFEC
348
Benjamin F. Edwards & Company
Missouri
$491K -$5.1K -20 -1%
PJSIMP
349
P.J. Schmidt Investment Management (PJS)
Wisconsin
$487K
WWP
350
Waypoint Wealth Partners
California
$483K