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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 %
EWM
626
EPG Wealth Management
Georgia
$27.1K โ€“ โ€“ โ€“
POIA
627
Pin Oak Investment Advisors
Texas
$26K โ€“ โ€“ โ€“
CPA
628
Cardiff Park Advisors
California
$25K โ€“ โ€“ โ€“
BWL
629
Bogart Wealth LLC
Virginia
$24.2K โ€“ โ€“ โ€“
MMG
630
Monetary Management Group
Missouri
$23.5K โ€“ โ€“ โ€“
FDCDDQ
631
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.5K โ€“ โ€“ โ€“
KTC
632
Kistler-Tiffany Companies
Pennsylvania
$23.5K โ€“ โ€“ โ€“
AIP
633
Ahrens Investment Partners
Louisiana
$23.5K +$23.5K +100 New
RCM
634
Rain Capital Management
Oregon
$23.2K โ€“ โ€“ โ€“
WTA
635
Washington Trust Advisors
Massachusetts
$21.9K โ€“ โ€“ โ€“
PPC
636
Park Place Capital
Alabama
$21.2K โ€“ โ€“ โ€“
BCMLT
637
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.7K โ€“ โ€“ โ€“
FCA
638
FinTrust Capital Advisors
South Carolina
$19.6K โ€“ โ€“ โ€“
AWM
639
Activest Wealth Management
Florida
$16.9K +$16.9K +73 New
FIM
640
FWL Investment Management
Texas
$14.1K โ€“ โ€“ โ€“
BWM
641
Baystate Wealth Management
Massachusetts
$13.2K โ€“ โ€“ โ€“
CMP
642
Coston McIsaac & Partners
Maine
$13K โ€“ โ€“ โ€“
AIC
643
Archer Investment Corporation
Indiana
$12.9K โ€“ โ€“ โ€“
NIC
644
Northwest Investment Counselors
Oregon
$12.5K โ€“ โ€“ โ€“
HGERS
645
Householder Group Estate & Retirement Specialist
Arizona
$12K +$12K +53 New
CB
646
CNB Bank
Pennsylvania
$11.8K โ€“ โ€“ โ€“
AWM
647
Avior Wealth Management
Nebraska
$11.8K โ€“ โ€“ โ€“
OA
648
Operose Advisors
Wisconsin
$11.5K โ€“ โ€“ โ€“
GWS
649
Glassman Wealth Services
Virginia
$11.5K โ€“ โ€“ โ€“
TC
650
Trust Company
Kansas
$11.3K โ€“ โ€“ โ€“