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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 %
LTI
601
Laffer Tengler Investments
Tennessee
$59.1K
DSC
602
Duncker Streett & Co
Missouri
$56.5K
BSB
603
Bangor Savings Bank
Maine
$53K
EI
604
Ellevest Inc
New York
$51.8K +$235 +1 +0.5%
HCP
605
Hexagon Capital Partners
Arkansas
$50.4K
BA
606
Ballast Advisors
Minnesota
$49K
DAM
607
Delta Asset Management
Tennessee
$48.3K
GWM
608
Geneos Wealth Management
Colorado
$47.1K -$27.4M -116,528 -100%
SVCP
609
Silicon Valley Capital Partners
California
$46.2K +$236 +1 +0.5%
PA
610
Parallel Advisors
California
$43.8K
DWA
611
Dougherty Wealth Advisers
Minnesota
$41.2K -$17.7K -75 -30%
M
612
MOTCO
Texas
$41.2K -$7.53K -32 -15%
HS
613
Horan Securities
United States
$38.8K
LWANC
614
Laurel Wealth Advisors (North Carolina)
North Carolina
$38.8K
Commonwealth Equity Services
615
Commonwealth Equity Services
Massachusetts
$36.6K -$1.23K -5,225 -3%
TF
616
Tompkins Financial
New York
$35.3K
RFG
617
RFP Financial Group
Georgia
$34.3K
FCA
618
Fortis Capital Advisors
Kansas
$34.1K
BAM
619
Baldrige Asset Management
Pennsylvania
$34K
MFC
620
Morris Financial Concepts
South Carolina
$33.4K
APW
621
Atlantic Private Wealth
North Carolina
$32.1K +$32.1K +136 New
JFA
622
JNBA Financial Advisors
Minnesota
$29K -$5.42K -23 -16%
HWM
623
Horizons Wealth Management
North Carolina
$28.7K
LWP
624
Lumature Wealth Partners
Georgia
$28K
FCG
625
Financial Connections Group
California
$28K