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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
JFA
601
JNBA Financial Advisors
Minnesota
$30K
GRP
602
Global Retirement Partners
California
$29K -$8.28K -36 -22%
TSWM
603
Tyler-Stone Wealth Management
Ohio
$29K
MFC
604
Morris Financial Concepts
South Carolina
$29K +$230 +1 +0.7%
MCM
605
McMillion Capital Management
North Carolina
$28K
TRCT
606
Tower Research Capital (TRC)
New York
$26K -$2.33M -10,144 -99%
MMG
607
Monetary Management Group
Missouri
$26K
HWM
608
Horizons Wealth Management
North Carolina
$25K
LWP
609
Lumature Wealth Partners
Georgia
$25K
FCG
610
Financial Connections Group
California
$24K
BCMLT
611
Beacon Capital Management LLC (Tennessee)
Tennessee
$24K +$5.29K +23 +26%
EWM
612
EPG Wealth Management
Georgia
$24K +$26.5K +115 New
POIA
613
Pin Oak Investment Advisors
Texas
$23K
BWL
614
Bogart Wealth LLC
Virginia
$21K
FDCDDQ
615
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.7K
RCM
616
Rain Capital Management
Oregon
$20K
FCA
617
FinTrust Capital Advisors
South Carolina
$19K
WTA
618
Washington Trust Advisors
Massachusetts
$19K
Bank of Montreal
619
Bank of Montreal
Ontario, Canada
$18.1K +$7.25M +31,514 +64%
FA
620
Flagstar Advisors
New York
$17.3K +$19.1K +83 New
HWMA
621
Heritage Wealth Management (Arizona)
Arizona
$17K
FIM
622
FWL Investment Management
Texas
$17K +$18.4K +80 New
MAM
623
Marquette Asset Management
Minnesota
$16K
TC
624
Trust Company
Kansas
$14K -$35.2K -153 -69%
BWM
625
Baystate Wealth Management
Massachusetts
$12K