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iShares Russell 3000 ETF

662 hedge funds and large institutions have $6.02B invested in iShares Russell 3000 ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 152 increasing their positions, 223 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
-30
Holders Change %
-4.34%
% of All Funds
10.6%
Holding in Top 10
49
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.95%
% of All Funds
0.78%
New
48
Increased
152
Reduced
223
Closed
63
Calls
$8.36M
Puts
$1.91M
Net Calls
+$6.45M
Net Calls Change
-$2.8M
Name Holding Trade Value Shares
Change
Shares
Change %
APG
326
Abacus Planning Group
South Carolina
$914K
BTWM
327
Baker Tilly Wealth Management
Wisconsin
$905K
MCA
328
MSH Capital Advisors
Arizona
$893K +$55.3K +235 +7%
BPWM
329
Badgley Phelps Wealth Managers
Washington
$889K -$57.9K -246 -6%
TF
330
Trek Financial
Arizona
$878K -$190K -806 -18%
Luther King Capital Management (LKCM)
331
Luther King Capital Management (LKCM)
Texas
$875K -$821K
XF
332
XML Financial
Maryland
$843K -$5.65K -24 -0.7%
FCM
333
Firestone Capital Management
Florida
$841K +$1.88K +8 +0.2%
WAP
334
Wealthcare Advisory Partners
Pennsylvania
$835K +$153K +649 +22%
HSBC Holdings
335
HSBC Holdings
United Kingdom
$833K
CAL
336
Capital Analysts LLC
Pennsylvania
$825K
SFO
337
Stokes Family Office
Louisiana
$824K
FIB
338
First Interstate Bank
Montana
$820K
AWAG
339
ARS Wealth Advisors Group
Florida
$816K +$84.8K +360 +12%
CFC
340
Coyle Financial Counsel
Illinois
$813K
PP
341
Prosperity Planning
Missouri
$807K -$38.4K -163 -5%
IWC
342
Integrated Wealth Concepts
Massachusetts
$797K -$1.43M -6,079 -64%
SCG
343
Sonata Capital Group
Washington
$795K
CWM
344
Circle Wealth Management
New Jersey
$789K
SW
345
SkyOak Wealth
Michigan
$780K +$18.6K +79 +2%
CCM
346
Chilton Capital Management
Texas
$778K -$7.06K -30 -0.9%
CIC
347
Carnegie Investment Counsel
Ohio
$773K +$17.7K +75 +2%
DAS
348
Dynamic Advisor Solutions
Arizona
$754K -$2.83K -12 -0.4%
KAM
349
KEB Asset Management
Illinois
$746K
GIA
350
GHP Investment Advisors
Colorado
$744K -$30.1K -128 -4%