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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
GWM
51
Geneos Wealth Management
Colorado
$23.5M -$581K -2,527 -2%
SF
52
Synovus Financial
Georgia
$23.1M +$2.72M +11,834 +12%
BJL
53
Brighton Jones LLC
Washington
$22M -$412K -1,791 -2%
CG
54
Caprock Group
Idaho
$21.5M -$100K -436 -0.4%
SFG
55
StrategIQ Financial Group
Indiana
$21.4M -$1.27M -5,540 -5%
US Bancorp
56
US Bancorp
Minnesota
$20.9M -$551K -2,396 -2%
GDP
57
Great Diamond Partners
Maine
$20.6M -$183K -794 -0.8%
Cerity Partners
58
Cerity Partners
New York
$20.3M +$469K +2,037 +2%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$20.1M -$819K -3,561 -4%
Allspring Global Investments
60
Allspring Global Investments
North Carolina
$19.8M +$8.05M +35,015 +58%
QA
61
Quantitative Advantage
Minnesota
$19.7M -$656K -2,852 -3%
CA
62
Clearstead Advisors
Ohio
$19.1M -$497K -2,162 -2%
HighTower Advisors
63
HighTower Advisors
Illinois
$18.7M -$623K -2,708 -3%
State Street
64
State Street
Massachusetts
$18.3M -$278K -1,208 -1%
WC
65
Wealth CMT
New Jersey
$17.9M +$2.97M +12,921 +18%
TWM
66
Tanglewood Wealth Management
Texas
$17.2M -$2.35M -10,200 -11%
SP
67
Stairway Partners
Illinois
$17.1M -$345K -1,500 -2%
Mariner
68
Mariner
Kansas
$17.1M -$63.9K -278 -0.3%
IC
69
IEQ Capital
California
$16.8M -$4.08M -17,748 -18%
WPW
70
Waldron Private Wealth
Pennsylvania
$16.2M +$1.1M +4,794 +7%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$15.6M +$442K +1,922 +3%
UCFA
72
United Capital Financial Advisors
Texas
$15.6M -$431K -1,875 -2%
FWIA
73
Fort Washington Investment Advisors
Ohio
$15.5M
CWM
74
Campbell Wealth Management
Virginia
$15.5M -$299K -1,299 -2%
MML Investors Services
75
MML Investors Services
Massachusetts
$15.2M +$11.2M +48,779 +200%