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iShares Russell 3000 ETF

584 hedge funds and large institutions have $6.33B invested in iShares Russell 3000 ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 152 increasing their positions, 194 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+7
Holders Change %
+1.21%
% of All Funds
10.2%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.93%
New
51
Increased
152
Reduced
194
Closed
29
Calls
$1.64M
Puts
$1.61M
Net Calls
+$27K
Net Calls Change
-$544K
Name Holding Trade Value Shares
Change
Shares
Change %
CPFP
401
Clear Perspectives Financial Planning
Ohio
$359K
HTC
402
Haverford Trust Company
Pennsylvania
$358K
BIC
403
Beach Investment Counsel
Pennsylvania
$358K
CA
404
CGN Advisors
Kansas
$358K
CNB
405
Camden National Bank
Maine
$356K
PFBT
406
Parkside Financial Bank & Trust
Missouri
$352K
BC
407
Bartlett & Co
Ohio
$352K
BCWM
408
Bartlett & Co Wealth Management
Ohio
$352K
ATPW
409
Ashton Thomas Private Wealth
Arizona
$349K -$80.1K -313 -19%
VWA
410
V Wealth Advisors
Kansas
$349K +$10K +39 +3%
CC
411
Cornerstone Capital
California
$349K +$95.1K +372 +37%
WGAM
412
Wilkinson Global Asset Management
New York
$345K
RSWM
413
Robertson Stephens Wealth Management
California
$343K
PS
414
Portfolio Solutions
Michigan
$340K
WFA
415
Wade Financial Advisory
California
$340K
WCWM
416
Willow Creek Wealth Management
California
$335K
SPIA
417
Steward Partners Investment Advisory
New York
$334K -$93.2K -364 -22%
BO
418
BRR OpCo
Ohio
$333K
SSC
419
Syverson Strege & Co
Iowa
$333K +$512 +2 +0.2%
BDF
420
Balasa Dinverno & Foltz
$332K
PWM
421
Perigon Wealth Management
California
$326K
OWA
422
Outlook Wealth Advisors
Texas
$326K +$326K +1,273 New
S
423
SignatureFD
Georgia
$323K
ZCA
424
Zeke Capital Advisors
Pennsylvania
$323K
MWM
425
Meridian Wealth Management
Kentucky
$323K