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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
PL
501
Plancorp LLC
Missouri
$237K
LRIA
502
Leonard Rickey Investment Advisors
Washington
$235K
AIM
503
AHL Investment Management
Florida
$228K
OCPWS
504
One Charles Private Wealth Services
Massachusetts
$228K
MA
505
MONECO Advisors
Connecticut
$227K +$460 +2 +0.2%
KAM
506
Knightsbridge Asset Management
California
$226K -$134K -581 -35%
APP
507
Avantax Planning Partners
Iowa
$225K -$1.38K -6 -0.5%
RWP
508
Revolve Wealth Partners
New Jersey
$224K -$5.52K -24 -2%
BWM
509
Brickley Wealth Management
California
$223K -$690 -3 -0.3%
BAM
510
Berkshire Asset Management
Pennsylvania
$222K
MPCL
511
My Personal CFO LLC
Washington
$221K -$265K -1,153 -100%
BFPW
512
BOK Financial Private Wealth
Colorado
$220K -$55.7K -242 -19%
BFEC
513
Benjamin F. Edwards & Company
Missouri
$219K -$11.7K -51 -5%
AA
514
Addison Advisors
Vermont
$218K -$93.4K -406 -28%
VWA
515
V Wealth Advisors
Kansas
$218K -$57.5K -250 -19%
RWM
516
Rockwood Wealth Management
Pennsylvania
$218K -$230 -1 -0.1%
WA
517
WBH Advisory
Maryland
$217K
Members Trust
518
Members Trust
Florida
$216K
AUB
519
Atlantic Union Bankshares
Virginia
$214K
KPWS
520
Kestra Private Wealth Services
Texas
$211K +$2.76K +12 +1%
SWA
521
Sutton Wealth Advisors
Florida
$211K -$1.38K -6 -0.6%
WMA
522
Wealth Management Associates
New Jersey
$207K +$230K +1,000 New
FCB
523
First Command Bank
Texas
$207K -$3.22K -14 -1%
FCFS
524
First Command Financial Services
Texas
$207K -$3.22K -14 -1%
CAM
525
Congress Asset Management
Massachusetts
$207K +$13.8K +60 +6%