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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 %
VKH
201
Virtu KCG Holdings
New York
$204K +$204K +1,845 New
MCM
202
Manchester Capital Management
Vermont
$203K
CMO
203
Covenant Multifamily Offices
Texas
$188K +$188K +1,697 New
HF
204
Hoxton Financial
West Virginia
$181K -$63.3K -572 -26%
MFS
205
MSI Financial Services
Massachusetts
$169K -$15.5K -140 -8%
WA
206
WestEnd Advisors
North Carolina
$159K
AC
207
Alexandria Capital
Virginia
$130K -$2.66K -24 -2%
QCMC
208
Quantum Capital Management (California)
California
$130K
DADC
209
D.A. Davidson & Co
Montana
$107K
VIA
210
Vantage Investment Advisors
Pennsylvania
$107K +$107K +970 New
WCM
211
Windsor Capital Management
Arizona
$103K -$29.5K -266 -22%
ASN
212
Advisory Services Network
Georgia
$95K +$95K +857 New
PO
213
Private Ocean
California
$92K +$92K +827 New
TIM
214
Tortoise Investment Management
New York
$89K
Creative Planning
215
Creative Planning
Kansas
$88K
Federated Hermes
216
Federated Hermes
Pennsylvania
$86K +$86K +780 New
WEC
217
Winslow Evans & Crocker
Massachusetts
$84K +$84K +762 New
ClearBridge Investments
218
ClearBridge Investments
New York
$77K +$77K +697 New
CWM
219
Cranbrook Wealth Management
Michigan
$64K +$64K +579 New
TRCT
220
Tower Research Capital (TRC)
New York
$59K +$59K +531 New
FNBT
221
FineMark National Bank & Trust
Florida
$46K +$21.9K +200 +91%
KTC
222
Kistler-Tiffany Companies
Pennsylvania
$41K
DAM
223
Delta Asset Management
Tennessee
$40K -$556 -5 -1%
WA
224
Winfield Associates
Ohio
$40K +$40K +363 New
HNB
225
Huntington National Bank
Ohio
$33K -$85K