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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 %
AWM
376
Aprio Wealth Management
Georgia
$642K
ST
377
Spinnaker Trust
Maine
$634K
Betterment LLC
378
Betterment LLC
New York
$633K +$1.89K +8 +0.3%
SFWC
379
Strategic Family Wealth Counselors
New Jersey
$629K
SOS
380
Silver Oak Securities
Tennessee
$614K +$28.3K +120 +5%
PFS
381
Prospera Financial Services
Texas
$612K -$15.2K -64 -2%
TC
382
TownSquare Capital
Utah
$600K +$600K +2,550 New
OA
383
Oxbow Advisors
Texas
$587K -$50.8K -216 -8%
HR
384
Howe & Rusling
New York
$584K -$2.12K -9 -0.4%
IAIM
385
International Assets Investment Management
Florida
$584K -$173K -737 -23%
MFA
386
Mayflower Financial Advisors
Massachusetts
$583K +$706 +3 +0.1%
GT
387
Glenview Trust
Kentucky
$577K +$25.2K +107 +5%
BRWA
388
B. Riley Wealth Advisors
Florida
$577K -$11.8K -50 -2%
RW
389
RVW Wealth
California
$575K -$2.12K -9 -0.4%
LFA
390
Legacy Financial Advisors
Kentucky
$575K -$61.4K -261 -10%
RRCM
391
Rappaport Reiches Capital Management
Illinois
$571K
RJT
392
Raymond James Trust
Florida
$571K
SW
393
SlateStone Wealth
Florida
$563K +$563K +2,391 New
HBT
394
Hills Bank & Trust
Iowa
$562K
UFF
395
USA Financial Formulas
Michigan
$555K +$555K +2,356 New
GC
396
Gibson Capital
Pennsylvania
$549K
WFA
397
Wade Financial Advisory
California
$549K
CCA
398
Cobblestone Capital Advisors
New York
$547K
HFRG
399
Houlihan Financial Resource Group
Virginia
$547K
PP
400
PrairieView Partners
Minnesota
$540K -$45.7K -194 -8%