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iShares Russell 3000 ETF

577 hedge funds and large institutions have $5.78B invested in iShares Russell 3000 ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 122 increasing their positions, 221 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+6
Holders Change %
+1.05%
% of All Funds
10.16%
Holding in Top 10
50
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.85%
% of All Funds
0.88%
New
46
Increased
122
Reduced
221
Closed
36
Calls
$845K
Puts
$274K
Net Calls
+$571K
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Shares
Change %
CPFP
401
Clear Perspectives Financial Planning
Ohio
$333K -$11.4K -48 -3%
HTC
402
Haverford Trust Company
Pennsylvania
$332K
BIC
403
Beach Investment Counsel
Pennsylvania
$331K
CA
404
CGN Advisors
Kansas
$331K
CNB
405
Camden National Bank
Maine
$330K
CNC
406
Camden National Corporation
Maine
$330K +$330K +1,390 New
PFBT
407
Parkside Financial Bank & Trust
Missouri
$327K
BCWM
408
Bartlett & Co Wealth Management
Ohio
$326K +$4.98K +21 +2%
BC
409
Bartlett & Co
Ohio
$326K +$4.98K +21 +2%
WGAM
410
Wilkinson Global Asset Management
New York
$320K +$320K +1,347 New
RSWM
411
Robertson Stephens Wealth Management
California
$318K
WFA
412
Wade Financial Advisory
California
$316K
VWA
413
V Wealth Advisors
Kansas
$313K
ZIC
414
ZWJ Investment Counsel
Georgia
$311K +$311K +1,311 New
WCWM
415
Willow Creek Wealth Management
California
$310K
BO
416
BRR OpCo
Ohio
$309K
CCA
417
Column Capital Advisors
Indiana
$309K
HTHT
418
Hemenway Trust Hemenway Trust
New Hampshire
$308K -$47.4K -200 -13%
SSC
419
Syverson Strege & Co
Iowa
$308K -$10.9K -46 -3%
AP
420
Appleton Partners
Massachusetts
$308K
BDF
421
Balasa Dinverno & Foltz
$308K
SWPG
422
Strategic Wealth Partners Group
Illinois
$308K
CWS
423
Cypress Wealth Services
California
$308K +$19K +80 +7%
PS
424
Portfolio Solutions
Michigan
$307K
PL
425
Plancorp LLC
Missouri
$304K