We are live on ! Find out more
IWV icon

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
ADL
301
Asset Dedication LLC
California
$870K +$966K +4,201 New
CFG
302
Citizens Financial Group
Rhode Island
$864K +$4.37K +19 +0.5%
CRWM
303
Castle Rock Wealth Management
California
$857K +$306K +1,331 +48%
MAC
304
Mason & Associates (California)
California
$850K -$1.15K -5 -0.1%
LBC
305
Lowe Brockenbrough & Co
Virginia
$842K
DADC
306
D.A. Davidson & Co
Montana
$840K -$36.3K -158 -4%
GCA
307
Greenwood Capital Associates
South Carolina
$839K
MPCG
308
Matrix Private Capital Group
New York
$836K
VCP
309
Vista Capital Partners
Oregon
$834K
IA
310
IFG Advisory
Georgia
$829K +$2.3K +10 +0.3%
Millennium Management
311
Millennium Management
New York
$826K +$605K +2,629 +193%
PFPT
312
Pinnacle Financial Partners (Tennessee)
Tennessee
$824K
SIC
313
SJS Investment Consulting
Ohio
$822K +$913K +3,968 New
IFG
314
Independent Financial Group
California
$818K -$1.15K -5 -0.1%
CC
315
Cornerstone Capital
California
$817K +$12K +52 +1%
APG
316
Abacus Planning Group
South Carolina
$804K
SCG
317
Sonata Capital Group
Washington
$802K -$644K -2,800 -42%
MCM
318
MAI Capital Management
Ohio
$794K +$18.6K +81 +2%
MCA
319
MSH Capital Advisors
Arizona
$792K -$143K -620 -14%
RSWM
320
Robertson Stephens Wealth Management
California
$785K
SPP
321
Single Point Partners
Massachusetts
$782K +$869K +3,779 New
Luther King Capital Management (LKCM)
322
Luther King Capital Management (LKCM)
Texas
$770K
ST
323
Sabal Trust
Florida
$766K
HCM
324
Hollencrest Capital Management
California
$752K -$445K -1,935 -35%
BAM
325
Beaumont Asset Management
Texas
$751K +$136K +590 +19%