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iShares Russell 3000 ETF

662 hedge funds and large institutions have $6.02B invested in iShares Russell 3000 ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 152 increasing their positions, 223 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
-30
Holders Change %
-4.34%
% of All Funds
10.6%
Holding in Top 10
49
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.95%
% of All Funds
0.78%
New
48
Increased
152
Reduced
223
Closed
63
Calls
$8.36M
Puts
$1.91M
Net Calls
+$6.45M
Net Calls Change
-$2.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CL
426
Choreo LLC
Illinois
$447K +$447K +1,897 New
WWP
427
Waypoint Wealth Partners
California
$446K
AWM
428
Accurate Wealth Management
Florida
$444K -$17.6K -75 -4%
RFC
429
Regions Financial Corp
Alabama
$443K
FWI
430
Facet Wealth Inc
Maryland
$436K
SSC
431
Syverson Strege & Co
Iowa
$427K +$24K +102 +6%
JIR
432
James Investment Research
Ohio
$423K
HPC
433
HM Payson & Co
Maine
$421K
UBV
434
United Bank (Virginia)
Virginia
$417K
EAM
435
Evanson Asset Management
California
$416K -$33K -140 -7%
RWM
436
RKL Wealth Management
Pennsylvania
$414K +$1.65K +7 +0.4%
RMCM
437
Reynders McVeigh Capital Management
Massachusetts
$412K
RIA
438
Realta Investment Advisors
Delaware
$408K -$2.12K -9 -0.5%
FCBT
439
First Citizens Bank & Trust
North Carolina
$405K -$71.1K -302 -15%
BWA
440
Burt Wealth Advisors
Maryland
$402K
ECG
441
EPIQ Capital Group
California
$402K +$1.41K +6 +0.4%
MIM
442
MTM Investment Management
South Carolina
$399K
GP
443
Girard Partners
Pennsylvania
$395K
LW
444
Linscomb Wealth
Texas
$391K +$235 +1 +0.1%
GWM
445
Greenhouse Wealth Management
Connecticut
$389K
QPWM
446
Quadrant Private Wealth Management
Pennsylvania
$386K +$1.41K +6 +0.4%
KPWS
447
Kestra Private Wealth Services
Texas
$385K +$132K +559 +52%
CWM
448
Core Wealth Management
Florida
$384K
VF
449
Vawter Financial
Ohio
$383K -$51.8K -220 -12%
AAS
450
Avantax Advisory Services
Texas
$382K -$90.9K -386 -19%