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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 %
OCPWS
501
One Charles Private Wealth Services
Massachusetts
$259K
PG
502
Patten Group
Tennessee
$255K
PRA
503
Pine Ridge Advisers
New York
$255K
RWP
504
Revolve Wealth Partners
New Jersey
$255K
SCM
505
Sebold Capital Management
Illinois
$254K
MA
506
MONECO Advisors
Connecticut
$253K -$5.89K -25 -2%
OIA
507
OneDigital Investment Advisors
Kansas
$253K
Wealth Enhancement Advisory Services
508
Wealth Enhancement Advisory Services
Minnesota
$250K +$250K +1,061 New
AWM
509
Apollon Wealth Management
South Carolina
$249K +$249K +1,059 New
VWA
510
V Wealth Advisors
Kansas
$248K
FF
511
Fluent Financial
Texas
$246K +$942 +4 +0.4%
RWM
512
Rockwood Wealth Management
Pennsylvania
$244K -$3.3K -14 -1%
IA
513
IFP Advisors
Florida
$243K -$2.54M -15,591 -91%
DIA
514
Davidson Investment Advisors
Montana
$241K -$545K -2,315 -69%
GA
515
Greenspring Advisors
Maryland
$241K
Simplex Trading
516
Simplex Trading
Illinois
$239K -$255K -1,085 -52%
CWM
517
Congress Wealth Management
Massachusetts
$239K -$338K -1,435 -59%
LFAS
518
Level Four Advisory Services
Texas
$238K +$7.77K +33 +3%
BFO
519
Biltmore Family Office
North Carolina
$237K +$237K +1,005 New
FCB
520
First Command Bank
Texas
$236K
FCFS
521
First Command Financial Services
Texas
$236K
WMA
522
Wealth Management Associates
New Jersey
$235K
CAWM
523
Capital Advisors Wealth Management
Washington
$235K
APP
524
Avantax Planning Partners
Iowa
$235K +$706 +3 +0.3%
KJHP
525
K.J. Harrison & Partners
Ontario, Canada
$233K