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iShares Russell 3000 ETF

454 hedge funds and large institutions have $5.25B invested in iShares Russell 3000 ETF in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 123 increasing their positions, 145 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
-10
Holders Change %
-2.16%
% of All Funds
9.84%
Holding in Top 10
40
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.04%
% of All Funds
0.87%
New
54
Increased
123
Reduced
145
Closed
58
Calls
$3.08M
Puts
$2.77M
Net Calls
+$307K
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
401
Anchor Investment Management
South Carolina
$53.3K
HI
402
Hudock Inc
Pennsylvania
$53K +$164 +1 +0.3%
DAM
403
Delta Asset Management
Tennessee
$52K
BCWM
404
Bartlett & Co Wealth Management
Ohio
$50K
FRA
405
Front Row Advisors
California
$50K
BC
406
Bartlett & Co
Ohio
$50K
DWA
407
Dougherty Wealth Advisers
Minnesota
$42K
BWM
408
Baystate Wealth Management
Massachusetts
$42K +$174 +1 +0.4%
DSC
409
Duncker Streett & Co
Missouri
$40K
YWP
410
YorkBridge Wealth Partners
New York
$39K
TWA
411
TCI Wealth Advisors
Arizona
$38K
WTB
412
Washington Trust Bank
Washington
$38K
UBS AM
413
UBS AM
Illinois
$37.2K
BFEC
414
Benjamin F. Edwards & Company
Missouri
$36K -$14.1K -84 -28%
PFGIA
415
Patriot Financial Group Insurance Agency
Massachusetts
$36K
EI
416
Ellevest Inc
New York
$35K
FDCDDQ
417
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.3K
RIA
418
Realta Investment Advisors
Delaware
$33K +$33K +200 New
PA
419
Parallel Advisors
California
$32K
SAM
420
Shamrock Asset Management
Texas
$31K
LWANC
421
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K
VFA
422
Valeo Financial Advisors
Indiana
$27K +$6.92K +42 +34%
LWM
423
Liberty Wealth Management
California
$26K -$4.8K -29 -16%
SIAS
424
Shine Investment Advisory Services
Colorado
$25K
CAL
425
Capital Advisors Ltd
Ohio
$25K