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iShares Russell 3000 ETF

643 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, 188 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
11.12%
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
188
Closed
33
Calls
$10.3M
Puts
$3.19M
Net Calls
+$7.06M
Net Calls Change
+$3.79M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
476
Appleton Partners
Massachusetts
$271K
BO
477
BRR OpCo
Ohio
$269K
GA
478
Greenspring Advisors
Maryland
$269K
JJBC
479
James J. Burns & Company
New York
$269K +$269K +1,298 New
PS
480
Portfolio Solutions
Michigan
$268K
RC
481
RegentAtlantic Capital
New Jersey
$265K
MWM
482
Meridian Wealth Management
Kentucky
$264K
PWM
483
Perigon Wealth Management
California
$264K
OWA
484
Outlook Wealth Advisors
Texas
$264K
AAS
485
Ameritas Advisory Services
Nebraska
$264K +$207 +1 +0.1%
BAAM
486
Baker Avenue Asset Management
California
$258K +$258K +1,246 New
HT
487
HighTower Trust
Texas
$258K +$258K +1,247 New
OA
488
Oxbow Advisors
Texas
$256K -$167K -805 -39%
SWM
489
Shakespeare Wealth Management
Wisconsin
$255K
CAWM
490
Capital Advisors Wealth Management
Washington
$254K
WCWM
491
Willow Creek Wealth Management
California
$253K
PG
492
Patten Group
Tennessee
$250K -$2.74K -13 -1%
SCM
493
Sterneck Capital Management
Missouri
$249K
FHA
494
Flagship Harbor Advisors
Massachusetts
$249K
PTC
495
Private Trust Company
Ohio
$248K
NEGWA
496
New England Guild Wealth Advisors
Connecticut
$245K
AF
497
Apexium Financial
Texas
$245K +$245K +1,183 New
GWA
498
GGM Wealth Advisors
Maryland
$244K
CAM
499
Cubic Asset Management
Massachusetts
$237K
PL
500
Plancorp LLC
Missouri
$237K