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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
ANB
526
Amarillo National Bank
Texas
$207K +$230K +1,000 New
AHC
527
Anderson Hoagland & Co
Missouri
$207K +$230K +1,000 New
FF
528
Fluent Financial
Texas
$206K +$229K +994 New
KJHP
529
K.J. Harrison & Partners
Ontario, Canada
$205K
CF
530
Corrigan Financial
Rhode Island
$205K
PIFP
531
Partners in Financial Planning
Virginia
$204K
CIM
532
CIM Investment Management
Pennsylvania
$203K
JC
533
Jacobs & Co
California
$203K
LFAS
534
Level Four Advisory Services
Texas
$200K -$6.9K -30 -3%
CAM
535
Campion Asset Management
Virginia
$200K -$1.15K -5 -0.5%
JFGIW
536
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$198K -$3.56M -15,472 -95%
HI
537
Harbour Investments
Wisconsin
$177K
BBHC
538
Brown Brothers Harriman & Co
New York
$159K +$110K +480 +166%
PO
539
Private Ocean
California
$152K -$3.45K -15 -2%
LWCFA
540
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$150K
OSAM
541
O'Shaughnessy Asset Management
Connecticut
$150K
Qube Research & Technologies (QRT)
542
Qube Research & Technologies (QRT)
United Kingdom
$150K +$151K +655 +963%
AIM
543
Acropolis Investment Management
Missouri
$145K
PMFA
544
Plante Moran Financial Advisors
Michigan
$142K -$77.1K -335 -33%
NOI
545
Newton One Investments
Delaware
$130K
SWM
546
Sugarloaf Wealth Management
Georgia
$130K +$690 +3 +0.5%
PK
547
Pflug Koory
Nebraska
$117K -$23K -100 -15%
AFG
548
Albion Financial Group
Utah
$116K
GWSG
549
GPS Wealth Strategies Group
Colorado
$116K
SSB
550
Sandy Spring Bank
Maryland
$116K