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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 %
PWM
476
Perigon Wealth Management
California
$277K
OWA
477
Outlook Wealth Advisors
Texas
$277K
AAS
478
Ameritas Advisory Services
Nebraska
$277K
MWM
479
Meridian Wealth Management
Kentucky
$277K +$2.82K +13 +1%
DIA
480
Davidson Investment Advisors
Montana
$277K +$54.3K +250 +24%
SWM
481
Shakespeare Wealth Management
Wisconsin
$270K +$17.5K +80 +7%
PG
482
Patten Group
Tennessee
$269K
CAWM
483
Capital Advisors Wealth Management
Washington
$267K +$267K +1,228 New
BFA
484
Beacon Financial Advisory
Ohio
$266K +$654 +3 +0.2%
WCWM
485
Willow Creek Wealth Management
California
$265K -$9.12K -42 -3%
SCM
486
Sterneck Capital Management
Missouri
$261K -$21.7K -100 -8%
FHA
487
Flagship Harbor Advisors
Massachusetts
$261K
PTC
488
Private Trust Company
Ohio
$261K +$261K +1,200 New
NEGWA
489
New England Guild Wealth Advisors
Connecticut
$258K
MPCL
490
My Personal CFO LLC
Washington
$251K
CIA
491
Caerus Investment Advisors
Texas
$251K +$251K +1,155 New
CAM
492
Cubic Asset Management
Massachusetts
$249K
PL
493
Plancorp LLC
Missouri
$249K
LRIA
494
Leonard Rickey Investment Advisors
Washington
$247K
GWA
495
GGM Wealth Advisors
Maryland
$242K
BFEC
496
Benjamin F. Edwards & Company
Missouri
$242K
OCPWS
497
One Charles Private Wealth Services
Massachusetts
$241K
AIM
498
AHL Investment Management
Florida
$240K
RWP
499
Revolve Wealth Partners
New Jersey
$240K +$240K +1,106 New
MA
500
MONECO Advisors
Connecticut
$238K -$26.1K -120 -10%