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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 %
LCGC
526
Legacy Capital Group California
California
$232K +$232K +987 New
JC
527
Jacobs & Co
California
$231K
DFC
528
DBK Financial Counsel
Ohio
$231K -$90.6K -385 -28%
CIM
529
CIM Investment Management
Pennsylvania
$230K
WLPWM
530
Walled Lake Planning & Wealth Management
Illinois
$229K +$1.41K +6 +0.6%
CF
531
Corrigan Financial
Rhode Island
$229K +$1.41K +6 +0.6%
LRIA
532
Leonard Rickey Investment Advisors
Washington
$223K -$42.2K -179 -16%
PIM
533
Penobscot Investment Management
Massachusetts
$222K
RAG
534
RIA Advisory Group
Iowa
$222K +$222K +941 New
YIH
535
Y-Intercept (HK)
Hong Kong
$222K +$222K +941 New
PFWA
536
Paces Ferry Wealth Advisors
Georgia
$218K +$706 +3 +0.3%
TNB
537
Thomasville National Bank
Georgia
$216K
CAM
538
Campion Asset Management
Virginia
$216K -$9.89K -42 -4%
WJWM
539
Williams Jones Wealth Management
New York
$214K
AIA
540
Avalon Investment & Advisory
Texas
$212K +$212K +900 New
KWS
541
Keystone Wealth Services
California
$212K +$212K +899 New
PFBT
542
Parkside Financial Bank & Trust
Missouri
$211K +$471 +2 +0.2%
ST
543
Sabal Trust
Florida
$211K -$660K -2,805 -76%
PIFP
544
Partners in Financial Planning
Virginia
$210K +$210K +891 New
BFEC
545
Benjamin F. Edwards & Company
Missouri
$209K -$22.6K -96 -10%
CPA
546
Court Place Advisors
Maryland
$208K +$208K +883 New
DT
547
Diversified Trust
Tennessee
$207K +$207K +879 New
HI
548
Harbour Investments
Wisconsin
$207K +$15.3K +65 +8%
ACI
549
Alpha Cubed Investments
California
$207K +$207K +879 New
AF
550
Advisornet Financial
Minnesota
$206K