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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
VWA
351
Visionary Wealth Advisors
Illinois
$635K
LJHT
352
Laurie J. Hall Trustee
$623K
CCB
353
Country Club Bank
Missouri
$621K
BAM
354
Belpointe Asset Management
Nevada
$619K
PCA
355
Personal Capital Advisors
California
$616K +$320K +1,393 +88%
HNB
356
Huntington National Bank
Ohio
$613K
AWM
357
AE Wealth Management
Kansas
$611K -$43.9K -191 -6%
AWM
358
Accurate Wealth Management
Florida
$611K +$296K +1,288 +81%
WS
359
Wedbush Securities
California
$602K +$2.53K +11 +0.4%
MCA
360
Martin Capital Advisors
Texas
$601K -$23K -100 -3%
FNC
361
First National Corp
Massachusetts
$601K
WAP
362
Wealthcare Advisory Partners
Pennsylvania
$600K -$28.5K -124 -4%
SMA
363
Sage Mountain Advisors
Georgia
$592K
BEC
364
Blue Edge Capital
Virginia
$591K
VA
365
Valmark Advisers
Ohio
$589K +$56.6K +246 +9%
MGIA
366
Moneta Group Investment Advisors
Missouri
$588K -$64.2K -279 -9%
WMP
367
Wealth Management Partners
Arizona
$586K
JWM
368
Jackson Wealth Management
Florida
$580K +$644K +2,801 New
Neuberger Berman Group
369
Neuberger Berman Group
New York
$577K
AWM
370
Aprio Wealth Management
Georgia
$565K +$628K +2,729 New
SWA
371
Stratos Wealth Advisors
Ohio
$564K +$42.1K +183 +7%
ZIM
372
Zacks Investment Management
Illinois
$559K -$96.4K -419 -13%
ST
373
Spinnaker Trust
Maine
$558K
SFWC
374
Strategic Family Wealth Counselors
New Jersey
$554K
CPA
375
Court Place Advisors
Maryland
$554K +$2.07K +9 +0.3%