We are live on ! Find out more
IWV icon

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
HSA
476
HBK Sorce Advisory
Pennsylvania
$272K +$77.7K +338 +35%
AP
477
Appleton Partners
Massachusetts
$271K
BO
478
BRR OpCo
Ohio
$269K
GA
479
Greenspring Advisors
Maryland
$269K
JJBC
480
James J. Burns & Company
New York
$269K +$299K +1,298 New
PS
481
Portfolio Solutions
Michigan
$268K
RC
482
RegentAtlantic Capital
New Jersey
$265K
MWM
483
Meridian Wealth Management
Kentucky
$264K
OWA
484
Outlook Wealth Advisors
Texas
$264K
PWM
485
Perigon Wealth Management
California
$264K
AAS
486
Ameritas Advisory Services
Nebraska
$264K +$230 +1 +0.1%
BAAM
487
Baker Avenue Asset Management
California
$258K +$287K +1,246 New
HT
488
HighTower Trust
Texas
$258K +$287K +1,247 New
OA
489
Oxbow Advisors
Texas
$256K -$185K -805 -39%
SWM
490
Shakespeare Wealth Management
Wisconsin
$255K
CAWM
491
Capital Advisors Wealth Management
Washington
$254K
WCWM
492
Willow Creek Wealth Management
California
$253K
PG
493
Patten Group
Tennessee
$250K -$2.99K -13 -1%
FHA
494
Flagship Harbor Advisors
Massachusetts
$249K
SCM
495
Sterneck Capital Management
Missouri
$249K
PTC
496
Private Trust Company
Ohio
$248K
NEGWA
497
New England Guild Wealth Advisors
Connecticut
$245K
AF
498
Apexium Financial
Texas
$245K +$272K +1,183 New
GWA
499
GGM Wealth Advisors
Maryland
$244K
CAM
500
Cubic Asset Management
Massachusetts
$237K