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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 %
PCMF
551
Private Capital Management (Florida)
Florida
$205K +$205K +872 New
FBB
552
Fulton Breakefield Broenniman
Maryland
$201K +$201K +855 New
SWA
553
Sutton Wealth Advisors
Florida
$186K -$41.2K -175 -18%
GWSG
554
GPS Wealth Strategies Group
Colorado
$179K +$179K +759 New
TCWA
555
Ten Capital Wealth Advisors
Washington
$174K +$174K +740 New
LWCFA
556
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$171K
OSAM
557
O'Shaughnessy Asset Management
Connecticut
$170K -$3.65M -15,505 -96%
AIM
558
Acropolis Investment Management
Missouri
$165K
PMFA
559
Plante Moran Financial Advisors
Michigan
$163K
TRCT
560
Tower Research Capital (TRC)
New York
$157K +$129K +549 +465%
PO
561
Private Ocean
California
$149K
NOI
562
Newton One Investments
Delaware
$148K +$706 +3 +0.5%
PCFFS
563
Pacific Center for Financial Services
California
$148K +$148K +630 New
SWM
564
Sugarloaf Wealth Management
Georgia
$148K +$471 +2 +0.3%
SSB
565
Sandy Spring Bank
Maryland
$147K -$832K -3,535 -85%
GFL
566
Granite FO LLC
New Hampshire
$146K
PK
567
Pflug Koory
Nebraska
$133K
AFG
568
Albion Financial Group
Utah
$131K
S
569
SignatureFD
Georgia
$131K
MA
570
MCF Advisors
Kentucky
$129K
PFM
571
Phillips Financial Management
Indiana
$129K
Qube Research & Technologies (QRT)
572
Qube Research & Technologies (QRT)
United Kingdom
$126K +$70.9K +301 +128%
GBT
573
Grove Bank & Trust
Florida
$121K
BNP Paribas Financial Markets
574
BNP Paribas Financial Markets
France
$121K +$2.83K +12 +2%
SC
575
SouthState Corp
Florida
$119K