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iShares Russell 3000 ETF

681 hedge funds and large institutions have $6.2B invested in iShares Russell 3000 ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 225 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+5
Holders Change %
+0.74%
% of All Funds
10.86%
Holding in Top 10
49
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.92%
% of All Funds
0.78%
New
48
Increased
137
Reduced
225
Closed
34
Calls
$14.7M
Puts
$3.58M
Net Calls
+$11.1M
Net Calls Change
-$273K
Name Holding Trade Value Shares
Change
Shares
Change %
LBC
326
Lowe Brockenbrough & Co
Virginia
$1M
IWC
327
Integrated Wealth Concepts
Massachusetts
$992K +$62.7K +256 +7%
SS
328
Simplicity Solutions
Minnesota
$989K -$48.8K -199 -5%
BFG
329
Bleakley Financial Group
New Jersey
$989K -$48.8K -199 -5%
VCP
330
Vista Capital Partners
Oregon
$987K
SIG
331
Stonegate Investment Group
Alabama
$982K +$3.92K +16 +0.4%
CIC
332
Carnegie Investment Counsel
Ohio
$965K +$148K +605 +18%
CWM
333
Congress Wealth Management
Massachusetts
$958K +$709K +2,893 +285%
APG
334
Abacus Planning Group
South Carolina
$951K
Luther King Capital Management (LKCM)
335
Luther King Capital Management (LKCM)
Texas
$911K -$946K
KA
336
Kovack Advisors
Florida
$907K -$11.8K -48 -1%
Millennium Management
337
Millennium Management
New York
$903K +$220K +897 +32%
SWA
338
Stratos Wealth Advisors
Ohio
$885K -$106K -431 -11%
SSWM
339
Smith Salley Wealth Management
North Carolina
$882K -$4.17K -17 -0.5%
HCM
340
Hollencrest Capital Management
California
$881K -$9.31K -38 -1%
FCM
341
Firestone Capital Management
Florida
$869K
LFA
342
LGT Financial Advisors
Texas
$860K
SFO
343
Stokes Family Office
Louisiana
$858K
FIB
344
First Interstate Bank
Montana
$853K
CAL
345
Capital Analysts LLC
Pennsylvania
$842K
HSBC Holdings
346
HSBC Holdings
United Kingdom
$836K -$12.3K -50 -1%
WAP
347
Wealthcare Advisory Partners
Pennsylvania
$831K
SW
348
SkyOak Wealth
Michigan
$827K
SCG
349
Sonata Capital Group
Washington
$827K
XF
350
XML Financial
Maryland
$811K -$69.4K -283 -8%