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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 %
AA
576
Addison Advisors
Vermont
$111K -$26.6K -113 -19%
KFI
577
Key Financial Inc
Pennsylvania
$102K
AWM
578
Abound Wealth Management
Tennessee
$98K -$9.66K -41 -9%
BAAM
579
Baker Avenue Asset Management
California
$95.3K -$444K -1,884 -82%
TFGT
580
TS Financial Group (TSFG)
Illinois
$94K
TWC
581
TD Waterhouse Canada
Ontario, Canada
$89.3K
HFS
582
HBC Financial Services
Washington
$89K
CWM
583
Cranbrook Wealth Management
Michigan
$88.5K
WP
584
WealthShield Partners
North Carolina
$86.9K +$86.9K +369 New
First Manhattan
585
First Manhattan
New York
$84.7K
OIA
586
Optimum Investment Advisors
Illinois
$83.6K
TC
587
Truvestments Capital
Florida
$81.9K -$15.3K -65 -16%
VNIM
588
Vaughan Nelson Investment Management
Texas
$80K -$73.2M -311,085 -100%
NG
589
NWK Group
California
$76.3K
SS
590
Sunbelt Securities
Texas
$74.7K +$74.7K +322 New
GRP
591
Global Retirement Partners
California
$72.1K +$30.4K +130 +73%
FRA
592
Front Row Advisors
California
$71K
TWA
593
TCI Wealth Advisors
Arizona
$69.2K -$4.47K -19 -6%
AAS
594
Ameritas Advisory Services
Nebraska
$68.9K -$211K -894 -75%
BBHC
595
Brown Brothers Harriman & Co
New York
$68.3K -$113K -480 -62%
CIA
596
Cape Investment Advisory
Georgia
$67.3K +$67.3K +286 New
TVWM
597
Tower View Wealth Management
Wisconsin
$66K +$235 +1 +0.4%
CWP
598
Concord Wealth Partners
Virginia
$61.1K +$235 +1 +0.4%
FFA
599
Founders Financial Alliance
North Carolina
$60.1K +$236 +1 +0.4%
MPWT
600
MassMutual Private Wealth & Trust
Connecticut
$59.3K +$59.3K +252 New