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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
SFS
451
Summit Financial Strategies
Ohio
$321K
PRWA
452
Platte River Wealth Advisors
Colorado
$319K
Citadel Advisors
453
Citadel Advisors
Florida
$316K -$4.89M -21,261 -93%
SSC
454
Syverson Strege & Co
Iowa
$314K +$24.4K +106 +8%
FAG
455
Fortitude Advisory Group
Washington
$314K +$349K +1,519 New
EIA
456
Eldridge Investment Advisors
New Hampshire
$312K
MSS
457
Mitchell Sinkler & Starr
Pennsylvania
$311K +$345K +1,500 New
1SAMC
458
12th Street Asset Management Company
Tennessee
$307K +$341K +1,483 New
BCWM
459
Bartlett & Co Wealth Management
Ohio
$305K +$34.5K +150 +11%
BC
460
Bartlett & Co
Ohio
$305K +$34.5K +150 +11%
WPA
461
West Paces Advisors
Georgia
$299K +$1.15K +5 +0.3%
MWM
462
Madison Wealth Management
Ohio
$295K
CPFP
463
Clear Perspectives Financial Planning
Ohio
$291K
HTC
464
Haverford Trust Company
Pennsylvania
$290K
BIC
465
Beach Investment Counsel
Pennsylvania
$289K
CNB
466
Camden National Bank
Maine
$288K
SIA
467
Schechter Investment Advisors
Michigan
$288K
FAIM
468
Financial Advocates Investment Management
Washington
$287K +$230 +1 +0.1%
OIA
469
OneDigital Investment Advisors
Kansas
$287K +$2.76K +12 +0.9%
ATPW
470
Ashton Thomas Private Wealth
Arizona
$282K
FWCM
471
Ferguson Wellman Capital Management
Oregon
$279K
NEWAS
472
N.E.W. Advisory Services
Wisconsin
$278K
SPIA
473
Steward Partners Investment Advisory
New York
$276K +$6.9K +30 +2%
TFS
474
TrustCore Financial Services
Tennessee
$275K -$477K -2,074 -61%
SCM
475
SOL Capital Management
Maryland
$273K