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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 %
PAG
426
Pinnacle Advisory Group
Maryland
$303K +$303K +1,276 New
PWM
427
Perigon Wealth Management
California
$302K -$3.32K -14 -1%
S
428
SignatureFD
Georgia
$300K -$372K -1,566 -55%
ZCA
429
Zeke Capital Advisors
Pennsylvania
$300K
MWM
430
Meridian Wealth Management
Kentucky
$299K
CRC
431
Curi RMB Capital
Illinois
$295K
NEGWA
432
New England Guild Wealth Advisors
Connecticut
$291K +$4.04K +17 +1%
CAM
433
Campion Asset Management
Virginia
$291K +$291K +1,225 New
NEPWA
434
New England Private Wealth Advisors
Massachusetts
$288K +$288K +1,216 New
LRIA
435
Leonard Rickey Investment Advisors
Washington
$282K -$10.2K -43 -3%
OC
436
Oppenheimer & Co
New York
$278K +$712 +3 +0.3%
CRWM
437
Castle Rock Wealth Management
California
$277K +$277K +1,123 New
Bank of Montreal
438
Bank of Montreal
Ontario, Canada
$275K -$438K -1,788 -61%
PCG
439
Private Capital Group
Connecticut
$274K -$85K -359 -24%
BWA
440
Burt Wealth Advisors
Maryland
$274K
FHA
441
Flagship Harbor Advisors
Massachusetts
$274K
BA
442
Bluesphere Advisors
Pennsylvania
$273K -$34.5K -145 -11%
CCMW
443
Cypress Capital Management (Wyoming)
Wyoming
$273K -$4.75K -20 -2%
FCFS
444
First Command Financial Services
Texas
$270K -$5.45K -23 -2%
FCB
445
First Command Bank
Texas
$270K -$5.45K -23 -2%
AAM
446
Autus Asset Management
Arizona
$268K
VL
447
Vorpal LLC
Tennessee
$267K +$267K +1,125 New
CAM
448
Cubic Asset Management
Massachusetts
$262K
WA
449
WBH Advisory
Maryland
$260K
FAM
450
Flaharty Asset Management
Florida
$260K