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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 %
LRIA
501
Leonard Rickey Investment Advisors
Washington
$235K
OCPWS
502
One Charles Private Wealth Services
Massachusetts
$228K
AIM
503
AHL Investment Management
Florida
$228K
MA
504
MONECO Advisors
Connecticut
$227K +$414 +2 +0.2%
KAM
505
Knightsbridge Asset Management
California
$226K -$120K -581 -35%
APP
506
Avantax Planning Partners
Iowa
$225K -$1.24K -6 -0.5%
RWP
507
Revolve Wealth Partners
New Jersey
$224K -$4.97K -24 -2%
BWM
508
Brickley Wealth Management
California
$223K -$622 -3 -0.3%
BAM
509
Berkshire Asset Management
Pennsylvania
$222K
MPCL
510
My Personal CFO LLC
Washington
$221K -$255M -1,153 -100%
BFPW
511
BOK Financial Private Wealth
Colorado
$220K -$50K -242 -19%
BFEC
512
Benjamin F. Edwards & Company
Missouri
$219K -$10.5K -51 -5%
AA
513
Addison Advisors
Vermont
$218K -$84.2K -406 -28%
VWA
514
V Wealth Advisors
Kansas
$218K -$51.8K -250 -19%
RWM
515
Rockwood Wealth Management
Pennsylvania
$218K -$207 -1 -0.1%
WA
516
WBH Advisory
Maryland
$217K
Members Trust
517
Members Trust
Florida
$216K
AUB
518
Atlantic Union Bankshares
Virginia
$214K
KPWS
519
Kestra Private Wealth Services
Texas
$211K +$2.48K +12 +1%
SWA
520
Sutton Wealth Advisors
Florida
$211K -$1.24K -6 -0.6%
WMA
521
Wealth Management Associates
New Jersey
$207K +$207K +1,000 New
FCFS
522
First Command Financial Services
Texas
$207K -$2.9K -14 -1%
FCB
523
First Command Bank
Texas
$207K -$2.9K -14 -1%
CAM
524
Congress Asset Management
Massachusetts
$207K +$12.4K +60 +6%
AHC
525
Anderson Hoagland & Co
Missouri
$207K +$207K +1,000 New