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iShares Russell 3000 ETF

753 hedge funds and large institutions have $7.5B invested in iShares Russell 3000 ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 208 increasing their positions, 226 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+72
Holders Change %
+10.57%
% of All Funds
11.04%
Holding in Top 10
55
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.24%
% of All Funds
0.81%
New
105
Increased
208
Reduced
226
Closed
22
Calls
$16.4M
Puts
$3.18M
Net Calls
+$13.2M
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Shares
Change %
GT
401
Glenview Trust
Kentucky
$764K +$11.5K +42 +2%
Empower Advisory Group
402
Empower Advisory Group
Colorado
$759K -$55.8K -204 -7%
CFC
403
Coyle Financial Counsel
Illinois
$755K -$50.6K -185 -6%
AWM
404
Aprio Wealth Management
Georgia
$747K
WMP
405
Wealth Management Partners
Arizona
$743K -$274 -1 -0%
LNC
406
Lincoln National Corp
Pennsylvania
$742K +$742K +2,711 New
ST
407
Spinnaker Trust
Maine
$738K
SFWC
408
Strategic Family Wealth Counselors
New Jersey
$732K
BEC
409
Blue Edge Capital
Virginia
$727K
MAC
410
Mason & Associates (California)
California
$724K +$1.1K +4 +0.2%
AAMC
411
Asset Allocation & Management Company
Illinois
$723K
AWM
412
AE Wealth Management
Kansas
$715K -$8.65K -31 -1%
MI
413
Moneywise Inc
Virginia
$702K +$702K +2,564 New
MCA
414
Martin Capital Advisors
Texas
$695K -$73.9K -270 -10%
Betterment LLC
415
Betterment LLC
New York
$690K -$74.7K -273 -10%
CCM
416
Chilton Capital Management
Texas
$686K
CG
417
Cutler Group
California
$684K +$684K +2,500 New
OA
418
Oxbow Advisors
Texas
$683K
IAIM
419
International Assets Investment Management
Florida
$674K -$15.1K -55 -2%
PFS
420
Prospera Financial Services
Texas
$672K -$6.3K -23 -0.9%
AWAG
421
ARS Wealth Advisors Group
Florida
$668K -$30.7K -112 -4%
MFA
422
Mayflower Financial Advisors
Massachusetts
$660K -$19.2K -70 -3%
SC
423
Scotia Capital
Ontario, Canada
$657K +$109K +400 +20%
SW
424
SlateStone Wealth
Florida
$655K +$274 +1 +0%
RJT
425
Raymond James Trust
Florida
$648K +$43.5K +159 +7%