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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 %
GC
451
Gould Capital
Washington
$380K -$448K -1,903 -54%
FAG
452
Fortitude Advisory Group
Washington
$379K
HSA
453
HBK Sorce Advisory
Pennsylvania
$378K -$565K -2,398 -60%
PFA
454
Pathway Financial Advisors
Vermont
$377K
WB
455
WesBanco Bank
West Virginia
$375K
BCPWM
456
Bradley & Co Private Wealth Management
Florida
$367K
SFS
457
Summit Financial Strategies
Ohio
$365K
PRWA
458
Platte River Wealth Advisors
Colorado
$363K
PJSIMP
459
P.J. Schmidt Investment Management (PJS)
Wisconsin
$354K
MSS
460
Mitchell Sinkler & Starr
Pennsylvania
$353K
KP
461
Keel Point
Alabama
$352K -$1.19M -5,072 -77%
PWM
462
Perigon Wealth Management
California
$349K +$4.94K +21 +1%
NA
463
NewEdge Advisors
Louisiana
$347K +$17.4K +74 +5%
BCWM
464
Bartlett & Co Wealth Management
Ohio
$347K
BC
465
Bartlett & Co
Ohio
$347K
RW
466
REDW Wealth
New Mexico
$342K
FFA
467
Farther Finance Advisors
California
$341K
WPA
468
West Paces Advisors
Georgia
$338K
MWM
469
Madison Wealth Management
Ohio
$335K
EIA
470
Eldridge Investment Advisors
New Hampshire
$335K
CPFP
471
Clear Perspectives Financial Planning
Ohio
$330K
HTC
472
Haverford Trust Company
Pennsylvania
$330K
SIA
473
Schechter Investment Advisors
Michigan
$328K
CNB
474
Camden National Bank
Maine
$327K
FAIM
475
Financial Advocates Investment Management
Washington
$326K