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iShares Russell 3000 ETF

242 hedge funds and large institutions have $2.51B invested in iShares Russell 3000 ETF in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 71 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+38
Holders Change %
+18.63%
% of All Funds
7.03%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.87%
New
45
Increased
82
Reduced
71
Closed
5
Calls
$4.94M
Puts
$3.96M
Net Calls
+$985K
Net Calls Change
+$753K
Name Holding Trade Value Shares
Change
Shares
Change %
BEC
176
Blue Edge Capital
Virginia
$332K +$332K +3,000 New
SCM
177
SOL Capital Management
Maryland
$324K
WT
178
Washington Trust
Rhode Island
$321K +$321K +2,905 New
RH
179
Rayner & Haynor
California
$304K +$304K +2,747 New
Invesco
180
Invesco
Georgia
$301K
BHIA
181
Birch Hill Investment Advisors
Massachusetts
$297K -$442 -4 -0.1%
Chevy Chase Trust
182
Chevy Chase Trust
Maryland
$286K -$50.3K -454 -15%
JFA
183
JNBA Financial Advisors
Minnesota
$279K
SEIA
184
Signature Estate & Investment Advisors
California
$274K +$274K +2,475 New
PFBT
185
Parkside Financial Bank & Trust
Missouri
$272K -$40K -362 -13%
UBWV
186
United Bank (West Virginia)
West Virginia
$270K
BSW
187
Buckingham Strategic Wealth
Missouri
$267K +$20.9K +189 +8%
WA
188
WBH Advisory
Maryland
$263K +$263K +2,382 New
CG
189
Corundum Group
Colorado
$261K +$35.5K +321 +16%
GMA
190
Goldstein Munger & Associates
California
$256K -$134K -1,208 -34%
Truist Financial
191
Truist Financial
North Carolina
$255K -$95.5K -864 -27%
BDF
192
Balasa Dinverno & Foltz
$246K
GT
193
Glenview Trust
Kentucky
$242K +$242K +2,189 New
HFS
194
HL Financial Services
Kentucky
$221K
GA
195
Geneva Advisors
Illinois
$219K +$219K +1,976 New
Janney Montgomery Scott
196
Janney Montgomery Scott
Pennsylvania
$215K +$215K +1,941 New
FWCM
197
Ferguson Wellman Capital Management
Oregon
$210K +$210K +1,901 New
CL
198
CPWM LLC
Washington
$206K -$87.8K -794 -30%
EWM
199
Evercore Wealth Management
New York
$206K +$35.3K +320 +21%
MAS
200
Madden Advisory Services
Florida
$205K +$205K +1,855 New