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iShares Russell 3000 ETF

645 hedge funds and large institutions have $5.62B invested in iShares Russell 3000 ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 190 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $3.19M

36% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 33

3% more capital invested

Capital invested by funds: $5.47B → $5.62B (+$151M)

0.86% more ownership

Funds ownership: 55.1%55.96% (+0.86%)

1% more funds holding

Funds holding: 641645 (+4)

7% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 190

7% less funds holding in top 10

Funds holding in top 10: 5450 (-4)

Holders
645
Holders Change
+4
Holders Change %
+0.62%
% of All Funds
11.11%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
0.86%
New
45
Increased
177
Reduced
190
Closed
33
Calls
$10.3M
Puts
$3.19M
Net Calls
+$7.06M
Net Calls Change
+$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
EH
251
Equitable Holdings
New York
$1.27M -$460 -2 -0%
CTC
252
Central Trust Company
Missouri
$1.26M
CCM
253
Cohen Capital Management
California
$1.26M
WA
254
Wealth Architects
California
$1.24M
AC
255
Apella Capital
Connecticut
$1.23M -$23K -100 -2%
CWM
256
Cahaba Wealth Management
Georgia
$1.23M -$706K -3,068 -34%
MFT
257
Moisand Fitzgerald Tamayo
Florida
$1.23M
X
258
Xponance
Pennsylvania
$1.22M +$991K +4,309 +273%
BFG
259
Beacon Financial Group
Texas
$1.21M
PCIG
260
Partners Capital Investment Group
Massachusetts
$1.21M
ASN
261
Advisory Services Network
Georgia
$1.21M +$40.3K +175 +3%
LIG
262
Lokken Investment Group
Delaware
$1.2M +$7.82K +34 +0.6%
IA
263
IFP Advisors
Florida
$1.2M +$1.23M +5,342 +271%
Kayne Anderson Rudnick Investment Management
264
Kayne Anderson Rudnick Investment Management
California
$1.15M +$11.3K +49 +0.9%
NF
265
Nvest Financial
New Hampshire
$1.13M +$5.75K +25 +0.5%
DWM
266
Dakota Wealth Management
Florida
$1.13M +$685K +2,980 +119%
EPP
267
ETF Portfolio Partners
Kansas
$1.13M +$30.6K +133 +3%
SW
268
SVB Wealth
Massachusetts
$1.12M
PGA
269
Portland Global Advisors
Maine
$1.1M
MF
270
Manchester Financial
California
$1.09M -$10.4K -45 -0.9%
EVM
271
Eaton Vance Management
Massachusetts
$1.09M -$3.45K -15 -0.3%
9WM
272
9258 Wealth Management
Ohio
$1.08M -$257K -1,116 -18%
TF
273
Trek Financial
Arizona
$1.06M -$155K -673 -12%
PFA
274
Pure Financial Advisors
California
$1.05M +$50.6K +220 +5%
JWCA
275
J.W. Cole Advisors
Florida
$1.04M -$17.3K -75 -1%