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iShares Russell 3000 ETF

681 hedge funds and large institutions have $6.2B invested in iShares Russell 3000 ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 137 increasing their positions, 225 reducing their positions, and 34 closing their positions.

Holders
681
Holders Change
+5
Holders Change %
+0.74%
% of All Funds
10.86%
Holding in Top 10
49
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.92%
% of All Funds
0.78%
New
48
Increased
137
Reduced
225
Closed
34
Calls
$14.7M
Puts
$3.58M
Net Calls
+$11.1M
Net Calls Change
-$273K
Name Market Value Shares Shares
Change
Shares
Change %
HCP
626
Hexagon Capital Partners
Arkansas
$52.4K 214
BA
627
Ballast Advisors
Minnesota
$51.1K 208
DAM
628
Delta Asset Management
Tennessee
$50.2K 205
GA
629
GoalVest Advisory
New York
$49K 200 +200 New
SVCP
630
Silicon Valley Capital Partners
California
$48.2K 197
TC
631
Truvestments Capital
Florida
$47.5K 194
MFC
632
Morris Financial Concepts
South Carolina
$44.4K 181 +39 +27%
PA
633
Parallel Advisors
California
$43.1K 176 -71 -29%
DWA
634
Dougherty Wealth Advisers
Minnesota
$42.9K 175
M
635
MOTCO
Texas
$42.9K 175
SOS
636
Silver Oak Securities
Tennessee
$41.3K 168 +168 New
AIM
637
Anchor Investment Management
South Carolina
$41.2K 168 +125 +291%
LWANC
638
Laurel Wealth Advisors (North Carolina)
North Carolina
$40.4K 165
RFG
639
RFP Financial Group
Georgia
$34.5K 141
APW
640
Atlantic Private Wealth
North Carolina
$33.5K 137
JFA
641
JNBA Financial Advisors
Minnesota
$30.2K 123
HWM
642
Horizons Wealth Management
North Carolina
$29.9K 122
EWM
643
EPG Wealth Management
Georgia
$28.2K 115
POIA
644
Pin Oak Investment Advisors
Texas
$27K 111
CPA
645
Cardiff Park Advisors
California
$26.1K 107
BWL
646
Bogart Wealth LLC
Virginia
$25.2K 103
MMG
647
Monetary Management Group
Missouri
$24.5K 100
SS
648
Sunbelt Securities
Texas
$24.5K 100
FDCDDQ
649
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.5K 100
RCM
650
Rain Capital Management
Oregon
$24.2K 99