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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
SC
401
Scotia Capital
Ontario, Canada
$447K +$247K +1,075 +99%
CCA
402
Cobblestone Capital Advisors
New York
$445K +$495K +2,150 New
JWBC
403
J.W. Burns & Co
New York
$435K
SWM
404
Spire Wealth Management
Virginia
$434K -$207K -898 -30%
ECM
405
Evergreen Capital Management
Washington
$434K +$482K +2,097 New
IAIM
406
International Assets Investment Management
Florida
$433K
AAS
407
Avantax Advisory Services
Texas
$425K -$140K -610 -23%
CWM
408
Congress Wealth Management
Massachusetts
$418K +$13.8K +60 +3%
FWI
409
Facet Wealth Inc
Maryland
$416K
SWA
410
Sightline Wealth Advisors
Connecticut
$416K +$1.61K +7 +0.4%
HIA
411
Harbor Investment Advisory
Maryland
$415K +$10.4K +45 +2%
AA
412
Alesco Advisors
New York
$414K
FCBT
413
First Citizens Bank & Trust
North Carolina
$408K -$91.3K -397 -17%
PWPS
414
Pinnacle Wealth Planning Services
Ohio
$408K -$54.5K -237 -11%
VWA
415
VERITY Wealth Advisors
United States
$407K
IP
416
Investment Partners
Ohio
$404K +$449K +1,953 New
EAM
417
Evanson Asset Management
California
$402K
AA
418
Ancora Advisors
Ohio
$401K
WWP
419
Waypoint Wealth Partners
California
$392K
RFC
420
Regions Financial Corp
Alabama
$390K -$20.9K -91 -5%
YIH
421
Y-Intercept (HK)
Hong Kong
$387K +$430K +1,869 New
BMWM
422
Brown Miller Wealth Management
Virginia
$384K +$230 +1 +0.1%
FA
423
Fermata Advisors
California
$384K +$426K +1,853 New
PFBT
424
Parkside Financial Bank & Trust
Missouri
$383K -$410K -1,784 -49%
RIA
425
Realta Investment Advisors
Delaware
$382K +$460 +2 +0.1%