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iShares Russell 3000 ETF

515 hedge funds and large institutions have $4.97B invested in iShares Russell 3000 ETF in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 110 increasing their positions, 207 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+21
Holders Change %
+4.25%
% of All Funds
10.59%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
1.03%
New
54
Increased
110
Reduced
207
Closed
30
Calls
$2.17M
Puts
$2.32M
Net Calls
-$148K
Net Calls Change
+$3.11M
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
126
Stifel Financial
Missouri
$4.73M -$699K -3,885 -13%
WA
127
Waverly Advisors
Alabama
$4.68M -$607K -3,084 -11%
NSCM
128
New South Capital Management
Tennessee
$4.6M
SCIM
129
Spring Creek Investment Management
Pennsylvania
$4.59M
WT
130
Whittier Trust
California
$4.58M
Lido Advisors
131
Lido Advisors
California
$4.49M -$5.58K -31 -0.1%
FEG
132
Fund Evaluation Group
Ohio
$4.42M +$1.33M +7,409 +43%
F
133
Filament
Washington
$4.23M -$53.3K -296 -1%
WAG
134
Winthrop Advisory Group
Massachusetts
$4.03M -$92.1K -509 -2%
AL
135
Aspiriant LLC
California
$3.91M +$373K +2,072 +11%
Baird Financial Group
136
Baird Financial Group
Wisconsin
$3.73M -$4.01M -22,249 -52%
Prudential Financial
137
Prudential Financial
New Jersey
$3.6M -$986K -5,474 -22%
Fidelity Investments
138
Fidelity Investments
Massachusetts
$3.6M -$10.9M -60,757 -75%
Citigroup
139
Citigroup
New York
$3.56M -$117K -649 -3%
CIP
140
Chartwell Investment Partners
Pennsylvania
$3.54M +$3.54M +19,667 New
FHB
141
First Hawaiian Bank
Hawaii
$3.54M +$192K +1,065 +6%
CMO
142
Covenant Multifamily Offices
Texas
$3.5M -$743K -4,127 -18%
JSMC
143
Jess S. Morgan & Co
California
$3.36M -$564K -3,132 -14%
SHGA
144
Sand Hill Global Advisors
California
$3.31M -$144K -802 -4%
LFS
145
Lutz Financial Services
Nebraska
$3.29M -$561K -3,117 -15%
BFC
146
Blue Fin Capital
Rhode Island
$3.25M +$36.9K +205 +1%
MIAN
147
Mariner Independent Advisor Network
Kansas
$3.19M +$3.19M +17,560 New
ECG
148
Edge Capital Group
Georgia
$3.05M -$129K -715 -4%
CAM
149
Cozad Asset Management
Illinois
$3.05M +$3.05M +16,914 New
TSS
150
Two Sigma Securities
New York
$2.91M +$1.06M +5,902 +57%