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iShares Russell 3000 ETF

571 hedge funds and large institutions have $5.72B invested in iShares Russell 3000 ETF in 2020 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 139 increasing their positions, 193 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+55
Holders Change %
+10.66%
% of All Funds
10.13%
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.92%
New
85
Increased
139
Reduced
193
Closed
20
Calls
$12.6M
Puts
$30K
Net Calls
+$12.6M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PG
401
Patten Group
Tennessee
$335K -$42.5K -190 -11%
FPCG
402
Fort Pitt Capital Group
Pennsylvania
$335K
FAIM
403
Financial Advocates Investment Management
Washington
$332K -$538K -2,350 -62%
IA
404
IFP Advisors
Florida
$332K -$3.36K -15 -1%
SCM
405
SOL Capital Management
Maryland
$331K
FWCM
406
Ferguson Wellman Capital Management
Oregon
$326K -$8.04K -36 -2%
CPFP
407
Clear Perspectives Financial Planning
Ohio
$324K +$324K +1,451 New
WPA
408
West Paces Advisors
Georgia
$322K -$22.4K -100 -6%
MWM
409
Madison Wealth Management
Ohio
$319K
DSA
410
Davis Selected Advisers
Arizona
$318K +$318K +1,424 New
HPA
411
High Probability Advisors
New York
$316K +$316K +1,414 New
HTC
412
Haverford Trust Company
Pennsylvania
$313K
PGFC
413
Peapack-Gladstone Financial Corp
New Jersey
$313K
BIC
414
Beach Investment Counsel
Pennsylvania
$312K
CA
415
CGN Advisors
Kansas
$312K +$312K +1,397 New
CNB
416
Camden National Bank
Maine
$311K
CCMD
417
Cypress Capital Management (Delaware)
Delaware
$310K
PFBT
418
Parkside Financial Bank & Trust
Missouri
$308K
BC
419
Bartlett & Co
Ohio
$303K +$6.49K +29 +2%
BCWM
420
Bartlett & Co Wealth Management
Ohio
$303K +$6.48K +29 +2%
RSWM
421
Robertson Stephens Wealth Management
California
$300K
SSC
422
Syverson Strege & Co
Iowa
$300K +$300K +1,344 New
WFA
423
Wade Financial Advisory
California
$297K
VWA
424
V Wealth Advisors
Kansas
$295K +$295K +1,321 New
WCWM
425
Willow Creek Wealth Management
California
$292K -$21K -94 -7%