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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 %
VWA
401
VERITY Wealth Advisors
United States
$428K
HIA
402
Harbor Investment Advisory
Maryland
$426K
CWM
403
Congress Wealth Management
Massachusetts
$425K +$204K +940 +93%
SWA
404
Sightline Wealth Advisors
Connecticut
$423K +$865 +4 +0.2%
EAM
405
Evanson Asset Management
California
$422K -$239K -1,100 -36%
AA
406
Ancora Advisors
Ohio
$422K
AssetMark Inc
407
AssetMark Inc
California
$420K
PBO
408
Peoples Bank (Ohio)
Ohio
$413K +$66.2K +305 +19%
WWP
409
Waypoint Wealth Partners
California
$412K
FWI
410
Facet Wealth Inc
Maryland
$412K +$412K +1,894 New
HPA
411
High Probability Advisors
New York
$411K -$51.7K -238 -11%
CWA
412
CM Wealth Advisors
Ohio
$409K +$409K +1,880 New
RIA
413
Realta Investment Advisors
Delaware
$406K +$20.3K +92 +5%
BMWM
414
Brown Miller Wealth Management
Virginia
$403K +$403K +1,855 New
MIM
415
MTM Investment Management
South Carolina
$400K
CCM
416
Coldstream Capital Management
Washington
$397K -$12.8K -59 -3%
JIR
417
James Investment Research
Ohio
$390K
RW
418
RVW Wealth
California
$390K
HPC
419
HM Payson & Co
Maine
$389K
UBV
420
United Bank (Virginia)
Virginia
$385K
CPO
421
Cerity Partners OCIO
New York
$385K +$652 +3 +0.2%
VNB
422
Virginia National Bank
Virginia
$382K -$6.09K -28 -2%
RWM
423
RKL Wealth Management
Pennsylvania
$377K +$1.09K +5 +0.3%
FWM
424
Frontier Wealth Management
Missouri
$373K
BWA
425
Burt Wealth Advisors
Maryland
$371K