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iShares Russell 3000 ETF

639 hedge funds and large institutions have $5.46B invested in iShares Russell 3000 ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 179 increasing their positions, 199 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
-17
Holders Change %
-2.59%
% of All Funds
10.8%
Holding in Top 10
54
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.57%
% of All Funds
0.91%
New
54
Increased
179
Reduced
199
Closed
67
Calls
$6.07M
Puts
$2.79M
Net Calls
+$3.28M
Net Calls Change
+$2.81M
Name Holding Trade Value Shares
Change
Shares
Change %
LJHT
351
Laurie J. Hall Trustee
$655K
MCA
352
Martin Capital Advisors
Texas
$653K
SWM
353
Spire Wealth Management
Virginia
$651K +$404K +1,861 +164%
CCB
354
Country Club Bank
Missouri
$650K -$157K -715 -19%
BAM
355
Belpointe Asset Management
Nevada
$650K +$650K +2,989 New
FNC
356
First National Corp
Massachusetts
$631K
CRWM
357
Castle Rock Wealth Management
California
$630K -$166K -738 -21%
WS
358
Wedbush Securities
California
$630K +$1.3K +6 +0.2%
FNT
359
First National Trust
Pennsylvania
$628K +$197K +906 +46%
SMA
360
Sage Mountain Advisors
Georgia
$622K
BEC
361
Blue Edge Capital
Virginia
$621K
WMP
362
Wealth Management Partners
Arizona
$610K
Financial Engines Advisors
363
Financial Engines Advisors
California
$607K +$607K +2,793 New
Neuberger Berman Group
364
Neuberger Berman Group
New York
$606K
ST
365
Spinnaker Trust
Maine
$586K
SFWC
366
Strategic Family Wealth Counselors
New Jersey
$581K
CPA
367
Court Place Advisors
Maryland
$580K -$40.2K -185 -6%
AAS
368
Avantax Advisory Services
Texas
$578K +$1.09K +5 +0.2%
VA
369
Valmark Advisers
Ohio
$565K -$90.2K -415 -14%
HR
370
Howe & Rusling
New York
$555K +$25.9K +119 +5%
SWA
371
Stratos Wealth Advisors
Ohio
$553K -$275K -1,264 -33%
PP
372
PrairieView Partners
Minnesota
$553K -$2.17K -10 -0.4%
EIP
373
Ellis Investment Partners
Pennsylvania
$543K +$435 +2 +0.1%
DWM
374
Dakota Wealth Management
Florida
$543K +$286K +1,316 +112%
SWP
375
Stratos Wealth Partners
Ohio
$541K +$1.3K +6 +0.2%