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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 %
Janney Montgomery Scott
351
Janney Montgomery Scott
Pennsylvania
$795K -$123K -504 -13%
GCA
352
Greenwood Capital Associates
South Carolina
$790K -$82.6K -337 -9%
GIA
353
GHP Investment Advisors
Colorado
$780K
KAM
354
KEB Asset Management
Illinois
$777K
VWA
355
Visionary Wealth Advisors
Illinois
$763K
PPW
356
Parcion Private Wealth
Washington
$762K +$762K +3,110 New
BAM
357
Berkshire Asset Management
Pennsylvania
$753K
Susquehanna International Group
358
Susquehanna International Group
Pennsylvania
$750K -$4.51M -18,387 -86%
IA
359
IFG Advisory
Georgia
$745K +$745K +3,041 New
TF
360
Trek Financial
Arizona
$744K -$66.2K -270 -8%
LAS
361
LWM Advisory Services
Florida
$742K -$2.94K -12 -0.4%
MCA
362
MSH Capital Advisors
Arizona
$739K -$57.3K -234 -7%
LJHT
363
Laurie J. Hall Trustee
$738K
Empower Advisory Group
364
Empower Advisory Group
Colorado
$729K -$14K -57 -2%
BAM
365
Beaumont Asset Management
Texas
$728K
Envestnet Portfolio Solutions
366
Envestnet Portfolio Solutions
Illinois
$725K +$725K +2,957 New
CFC
367
Coyle Financial Counsel
Illinois
$721K
WS
368
Wedbush Securities
California
$721K +$7.35K +30 +1%
CCM
369
Condor Capital Management
New Jersey
$719K
RPGK
370
Retirement Planning Group (Kansas)
Kansas
$713K -$35K -143 -5%
FNC
371
First National Corp
Massachusetts
$711K
SYBT
372
Stock Yards Bank & Trust
Kentucky
$704K +$704K +2,873 New
ACM
373
Armbruster Capital Management
New York
$696K -$15K -61 -2%
CC
374
Cornerstone Capital
California
$693K -$64.9K -265 -9%
PP
375
Prosperity Planning
Missouri
$692K -$89.9K -367 -12%