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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
FPAS
426
Focus Partners Advisor Solutions
Missouri
$380K +$74.5K +324 +21%
MIM
427
MTM Investment Management
South Carolina
$376K
JIR
428
James Investment Research
Ohio
$372K
HPC
429
HM Payson & Co
Maine
$371K
RW
430
RVW Wealth
California
$371K
CPO
431
Cerity Partners OCIO
New York
$368K +$920 +4 +0.2%
UBV
432
United Bank (Virginia)
Virginia
$366K
VNB
433
Virginia National Bank
Virginia
$364K
RWM
434
RKL Wealth Management
Pennsylvania
$359K
DA
435
DCM Advisors
New York
$355K +$395K +1,716 New
BWA
436
Burt Wealth Advisors
Maryland
$353K
ECG
437
EPIQ Capital Group
California
$350K +$1.84K +8 +0.5%
GP
438
Girard Partners
Pennsylvania
$347K
LW
439
Linscomb Wealth
Texas
$344K -$1.38K -6 -0.4%
AssetMark Inc
440
AssetMark Inc
California
$342K -$65.3K -284 -15%
GWM
441
Greenhouse Wealth Management
Connecticut
$342K
ZCA
442
Zeke Capital Advisors
Pennsylvania
$341K
DFC
443
DBK Financial Counsel
Ohio
$335K
PFA
444
Pathway Financial Advisors
Vermont
$331K
GC
445
Gould Capital
Washington
$330K -$1.61K -7 -0.4%
WB
446
WesBanco Bank
West Virginia
$329K
JSW
447
Journey Strategic Wealth
New Jersey
$327K +$363K +1,580 New
PJSIMP
448
P.J. Schmidt Investment Management (PJS)
Wisconsin
$324K
BCPWM
449
Bradley & Co Private Wealth Management
Florida
$322K
BDF
450
Balasa Dinverno & Foltz
$321K