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iShares Russell 3000 ETF

692 hedge funds and large institutions have $6.44B invested in iShares Russell 3000 ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 201 increasing their positions, 189 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
692
Holders Change
+49
Holders Change %
+7.62%
% of All Funds
11.16%
Holding in Top 10
59
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18%
% of All Funds
0.95%
New
100
Increased
201
Reduced
189
Closed
35
Calls
$11.7M
Puts
$2.43M
Net Calls
+$9.25M
Net Calls Change
+$2.18M
Name Holding Trade Value Shares
Change
Shares
Change %
WJWM
576
Williams Jones Wealth Management
New York
$201K +$201K +910 New
PFBT
577
Parkside Financial Bank & Trust
Missouri
$198K -$211K -956 -52%
AF
578
Advisornet Financial
Minnesota
$193K +$189K +855 +4,071%
JFGIW
579
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K -$16.1K -73 -8%
HI
580
Harbour Investments
Wisconsin
$180K -$221 -1 -0.1%
BBHC
581
Brown Brothers Harriman & Co
New York
$170K
LWCFA
582
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$160K
AIM
583
Acropolis Investment Management
Missouri
$154K
PMFA
584
Plante Moran Financial Advisors
Michigan
$153K +$2.21K +10 +1%
MSCM
585
McElhenny Sheffield Capital Management
Texas
$150K +$150K +150,000 New
GFL
586
Granite FO LLC
New Hampshire
$144K +$144K +612 New
PO
587
Private Ocean
California
$140K -$23.2K -105 -14%
NOI
588
Newton One Investments
Delaware
$139K
SWM
589
Sugarloaf Wealth Management
Georgia
$138K +$441 +2 +0.3%
TFS
590
TrustCore Financial Services
Tennessee
$135K -$157K -713 -54%
AA
591
Addison Advisors
Vermont
$129K -$103K -466 -44%
PK
592
Pflug Koory
Nebraska
$125K
AFG
593
Albion Financial Group
Utah
$123K
S
594
SignatureFD
Georgia
$122K
TIM
595
Tortoise Investment Management
New York
$122K
MA
596
MCF Advisors
Kentucky
$121K
CG
597
Cutler Group
California
$121K +$121K +549 New
PFM
598
Phillips Financial Management
Indiana
$120K
GBT
599
Grove Bank & Trust
Florida
$114K +$114K +515 New
SC
600
SouthState Corp
Florida
$111K