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iShares Russell 3000 ETF

419 hedge funds and large institutions have $4.44B invested in iShares Russell 3000 ETF in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 153 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-7
Holders Change %
-1.64%
% of All Funds
9.62%
Holding in Top 10
40
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.56%
% of All Funds
0.92%
New
32
Increased
103
Reduced
153
Closed
38
Calls
$5.72M
Puts
$1.81M
Net Calls
+$3.91M
Net Calls Change
+$2.33M
Name Holding Trade Value Shares
Change
Shares
Change %
WAG
201
Winthrop Advisory Group
Massachusetts
$803K -$64.5K -413 -7%
FHC
202
First Heartland Consultants
Missouri
$803K -$17.7K -113 -2%
HPC
203
HM Payson & Co
Maine
$794K +$270K +1,729 +52%
KP
204
Keel Point
Alabama
$793K
BTNA
205
Bremer Trust National Association
Minnesota
$782K
LFA
206
Legacy Financial Advisors
Kentucky
$779K
HJA
207
Hugh Johnson Advisors
New York
$777K +$1.88K +12 +0.2%
CS
208
Comerica Securities
Michigan
$774K -$49K -313 -6%
PWPS
209
Pinnacle Wealth Planning Services
Ohio
$766K +$518K +3,314 +209%
CTA
210
Chesley Taft & Associates
Illinois
$758K +$15.6K +100 +2%
CG
211
Corundum Group
Colorado
$752K +$147K +944 +24%
HSBC Holdings
212
HSBC Holdings
United Kingdom
$744K -$54.4K -348 -7%
BBA
213
Braun-Bostich & Associates
Pennsylvania
$721K -$38.5K -246 -5%
KA
214
Kovack Advisors
Florida
$710K +$60.8K +389 +9%
KeyBank National Association
215
KeyBank National Association
Ohio
$698K -$23.5K -150 -3%
CPA
216
Court Place Advisors
Maryland
$695K -$18.6K -119 -3%
PFS
217
Prospera Financial Services
Texas
$676K +$26.9K +172 +4%
BFG
218
Barber Financial Group
Kansas
$674K -$97.3K -622 -13%
WPA
219
West Paces Advisors
Georgia
$672K
CDIA
220
Capital Directions Investment Advisors
Georgia
$668K
UB
221
UMB Bank
Missouri
$659K -$55.4K -354 -8%
Capstone Investment Advisors
222
Capstone Investment Advisors
New York
$657K -$687K -4,391 -51%
ADL
223
Asset Dedication LLC
California
$654K -$12K -77 -2%
VCP
224
Vista Capital Partners
Oregon
$643K
LW
225
Linscomb Wealth
Texas
$625K +$156 +1 +0%