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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 %
PFGIA
526
Patriot Financial Group Insurance Agency
Massachusetts
$63K +$239 +1 +0.4%
DWA
527
Dougherty Wealth Advisers
Minnesota
$59K
DSC
528
Duncker Streett & Co
Missouri
$57K
TWA
529
TCI Wealth Advisors
Arizona
$55K
DAM
530
Delta Asset Management
Tennessee
$53K -$713 -3 -1%
BA
531
Ballast Advisors
Minnesota
$51K
EI
532
Ellevest Inc
New York
$51K
TPCW
533
TD Private Client Wealth
New York
$49.8K
LWM
534
Liberty Wealth Management
California
$46K
ANBT
535
American National Bank & Trust
Texas
$43K
Simplex Trading
536
Simplex Trading
Illinois
$43K +$43K +183 New
FF
537
FourThought Financial
Florida
$41K
KFI
538
Key Financial Inc
Pennsylvania
$41K
LWANC
539
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K
FWM
540
Filbrandt Wealth Management
Wisconsin
$39K
IAIM
541
International Assets Investment Management
Florida
$39K
TH
542
TCTC Holdings
Texas
$38K -$37.8K -160 -50%
PA
543
Parallel Advisors
California
$37K -$7.59K -32 -17%
JPLA
544
Joseph P. Lucia & Associates
New York
$37K
CFA
545
Carroll Financial Associates
North Carolina
$37K
CAL
546
Capital Advisors Ltd
Ohio
$36K
JFA
547
JNBA Financial Advisors
Minnesota
$35K
AIM
548
Anchor Investment Management
South Carolina
$28.5K
LWP
549
Lumature Wealth Partners
Georgia
$28K -$31.3K -133 -53%
GWSG
550
GPS Wealth Strategies Group
Colorado
$28K +$28K +119 New