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iShares Russell 3000 ETF

676 hedge funds and large institutions have $6.45B invested in iShares Russell 3000 ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 176 increasing their positions, 214 reducing their positions, and 33 closing their positions.

Holders
676
Holders Change
+14
Holders Change %
+2.11%
% of All Funds
10.66%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
0.8%
New
54
Increased
176
Reduced
214
Closed
33
Calls
$12.6M
Puts
$1.25M
Net Calls
+$11.4M
Net Calls Change
+$4.95M
Name Holding Trade Value Shares
Change
Shares
Change %
ECG
451
EPIQ Capital Group
California
$435K +$1.27K +5 +0.3%
BWA
452
Burt Wealth Advisors
Maryland
$434K
MIM
453
MTM Investment Management
South Carolina
$431K
GP
454
Girard Partners
Pennsylvania
$428K
GWM
455
Greenhouse Wealth Management
Connecticut
$421K
QPWM
456
Quadrant Private Wealth Management
Pennsylvania
$418K +$1.02K +4 +0.2%
CWM
457
Core Wealth Management
Florida
$415K
HSA
458
HBK Sorce Advisory
Pennsylvania
$409K
PFA
459
Pathway Financial Advisors
Vermont
$407K
AWM
460
Accurate Wealth Management
Florida
$406K -$82.4K -319 -17%
WB
461
WesBanco Bank
West Virginia
$405K
VF
462
Vawter Financial
Ohio
$403K -$10.7K -42 -3%
LW
463
Linscomb Wealth
Texas
$401K -$22.7K -89 -5%
CWA
464
CM Wealth Advisors
Ohio
$398K +$398K +1,514 New
SSC
465
Syverson Strege & Co
Iowa
$396K -$65.4K -257 -14%
BCPWM
466
Bradley & Co Private Wealth Management
Florida
$396K
SFS
467
Summit Financial Strategies
Ohio
$394K
PJSIMP
468
P.J. Schmidt Investment Management (PJS)
Wisconsin
$393K
PRWA
469
Platte River Wealth Advisors
Colorado
$392K
GC
470
Gould Capital
Washington
$386K -$24.2K -95 -6%
RMCM
471
Reynders McVeigh Capital Management
Massachusetts
$382K -$63.6K -250 -14%
MSS
472
Mitchell Sinkler & Starr
Pennsylvania
$382K
KP
473
Keel Point
Alabama
$381K +$509 +2 +0.1%
EAM
474
Evanson Asset Management
California
$379K -$70.2K -276 -16%
BCWM
475
Bartlett & Co Wealth Management
Ohio
$375K