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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
PP
326
Prosperity Planning
Missouri
$744K -$27.8K -121 -3%
XF
327
XML Financial
Maryland
$742K +$3.68K +16 +0.4%
FCM
328
Firestone Capital Management
Florida
$736K
SIG
329
Stonegate Investment Group
Alabama
$732K
CAL
330
Capital Analysts LLC
Pennsylvania
$726K
SFO
331
Stokes Family Office
Louisiana
$725K
IWMA
332
Ironwood Wealth Management (Arizona)
Arizona
$720K
SBH
333
Segall Bryant & Hamill
Illinois
$716K -$32.7K -142 -4%
CFC
334
Coyle Financial Counsel
Illinois
$715K +$794K +3,453 New
CCM
335
Chilton Capital Management
Texas
$711K +$23.5K +102 +3%
PFS
336
Prospera Financial Services
Texas
$711K +$66.7K +290 +9%
CWM
337
Circle Wealth Management
New Jersey
$694K
FNT
338
First National Trust
Pennsylvania
$687K +$98.5K +428 +15%
GIA
339
GHP Investment Advisors
Colorado
$681K
BPWM
340
Badgley Phelps Wealth Managers
Washington
$681K +$49.2K +214 +7%
KA
341
Kovack Advisors
Florida
$676K -$29.4K -128 -4%
EWM
342
Evercore Wealth Management
New York
$672K
SW
343
SkyOak Wealth
Michigan
$669K -$70.8K -308 -9%
DAS
344
Dynamic Advisor Solutions
Arizona
$664K +$1.15K +5 +0.2%
CIC
345
Carnegie Investment Counsel
Ohio
$658K +$35.2K +153 +5%
KAM
346
KEB Asset Management
Illinois
$656K +$264K +1,147 +57%
DWT
347
Dorsey & Whitney Trust
South Dakota
$652K
CA
348
Crewe Advisors
Utah
$649K +$250K +1,085 +53%
LAS
349
LWM Advisory Services
Florida
$639K +$4.37K +19 +0.6%
RPGK
350
Retirement Planning Group (Kansas)
Kansas
$636K