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iShares Russell 3000 ETF

233 hedge funds and large institutions have $2.69B invested in iShares Russell 3000 ETF in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 28 closing their positions.

Holders
233
Holders Change
-9
Holders Change %
-3.72%
% of All Funds
6.73%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.78%
New
20
Increased
67
Reduced
83
Closed
28
Calls
$4.9M
Puts
$3.57M
Net Calls
+$1.33M
Net Calls Change
+$340K
Name Market Value Shares Shares
Change
Shares
Change %
CG
176
Corundum Group
Colorado
$299K 2,666 +305 +13%
JFA
177
JNBA Financial Advisors
Minnesota
$283K 2,518
MHS
178
M Holdings Securities
Oregon
$276K 2,459 +2,459 New
I
179
IberiaBank
Louisiana
$275K 2,446 +2,446 New
UBWV
180
United Bank (West Virginia)
West Virginia
$274K 2,440
GA
181
Geneva Advisors
Illinois
$258K 2,301 +325 +16%
Truist Financial
182
Truist Financial
North Carolina
$257K 2,294 -13 -0.6%
GMA
183
Goldstein Munger & Associates
California
$254K 2,259 -50 -2%
BDF
184
Balasa Dinverno & Foltz
$250K 2,229 +8 +0.4%
Janney Montgomery Scott
185
Janney Montgomery Scott
Pennsylvania
$238K 2,122 +181 +9%
SAM
186
Silvercrest Asset Management
New York
$233K 2,075 +2,075 New
BCM
187
Becker Capital Management
Oregon
$232K 2,065 -2,030 -50%
HFS
188
HL Financial Services
Kentucky
$225K 2,000
WA
189
WBH Advisory
Maryland
$214K 1,911 -471 -20%
FWCM
190
Ferguson Wellman Capital Management
Oregon
$214K 1,901
CL
191
CPWM LLC
Washington
$209K 1,862
SMA
192
Simply Money Advisors
Ohio
$209K 1,857 +1,779 +2,281%
MAS
193
Madden Advisory Services
Florida
$208K 1,855
MCM
194
Manchester Capital Management
Vermont
$207K 1,839
Creative Planning
195
Creative Planning
Kansas
$196K 1,746 +949 +119%
EWM
196
Evercore Wealth Management
New York
$179K 1,595 -275 -15%
MFS
197
MSI Financial Services
Massachusetts
$172K 1,528
PVH
198
Psagot Value Holdings
Israel
$156K 1,392 -2,687 -66%
WA
199
WestEnd Advisors
North Carolina
$144K 1,285 -154 -11%
AC
200
Alexandria Capital
Virginia
$130K 1,161 -14 -1%