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iShares Russell 3000 ETF

464 hedge funds and large institutions have $4.94B invested in iShares Russell 3000 ETF in 2018 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 153 increasing their positions, 106 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+38
Holders Change %
+8.92%
% of All Funds
10.35%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
1.03%
New
89
Increased
153
Reduced
106
Closed
45
Calls
$632K
Puts
$410K
Net Calls
+$222K
Net Calls Change
+$687K
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
101
Cetera Advisor Networks
California
$6.25M +$405K +2,759 +7%
LFS
102
Lutz Financial Services
Nebraska
$5.79M +$4.95M +33,703 +589%
CWM
103
Chesapeake Wealth Management
Virginia
$5.78M +$74K +504 +1%
SB
104
Suntrust Banks
Georgia
$5.77M +$2.3M +15,621 +66%
FMWA
105
Forvis Mazars Wealth Advisors
Missouri
$5.76M +$2.35K +16 +0%
RBC
106
Roble Belko & Company
Pennsylvania
$5.75M -$7.93K -54 -0.1%
Diamond Hill Capital Management
107
Diamond Hill Capital Management
Ohio
$5.69M +$5.69M +38,720 New
IIM
108
Ipswich Investment Management
Massachusetts
$5.4M +$72.6K +494 +1%
RMC
109
Regis Management Company
California
$5.26M
JA
110
JVL Associates
Michigan
$5.13M
Fiera Capital (Canada)
111
Fiera Capital (Canada)
Quebec, Canada
$5.08M +$510K +3,473 +11%
FTI
112
Fiduciary Trust International
Massachusetts
$5.05M +$17.8K +121 +0.4%
CWM
113
Campbell Wealth Management
Virginia
$5.01M +$5.01M +34,069 New
PA
114
Planning Alternatives
Michigan
$5M -$283K -1,927 -5%
PP
115
Pegasus Partners
Wisconsin
$4.9M +$1.23M +8,365 +33%
HCC
116
Hirtle Callaghan & Co
Pennsylvania
$4.67M
MFP
117
Meridian Financial Partners
Virginia
$4.48M +$4.48M +30,511 New
Lido Advisors
118
Lido Advisors
California
$4.43M -$441K -3,002 -9%
WT
119
Whittier Trust
California
$4.39M
MLFP
120
MPS Loria Financial Planners
Illinois
$4.35M -$36.4K -248 -0.8%
SLT
121
St Louis Trust
Missouri
$4.32M -$13.5K -92 -0.3%
CMO
122
Covenant Multifamily Offices
Texas
$4.29M +$4.29M +29,214 New
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$4.28M -$1.8M -12,284 -30%
APA
124
American Portfolios Advisors
New York
$4.17M +$95.4K +649 +2%
TVWM
125
Tower View Wealth Management
Wisconsin
$4.03M -$48.9K -333 -1%