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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
HWM
76
HB Wealth Management
Georgia
$15.1M +$4M +17,403 +31%
NFG
77
Nations Financial Group
Iowa
$14.8M +$115K +498 +0.7%
PAG
78
Private Advisor Group
New Jersey
$14.7M -$6.96M -30,253 -30%
TI
79
Truepoint Inc
Ohio
$13.8M -$21.4K -93 -0.1%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$13.7M -$6.3M -27,388 -29%
LNWTC
81
Laird Norton Wetherby Trust Company
Washington
$13.1M -$304K -1,321 -2%
GA
82
Geller Advisors
New York
$13.1M -$2.55M -11,073 -15%
CFGF
83
Compass Financial Group (Florida)
Florida
$12.7M -$8.05K -35 -0.1%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$12.5M -$307K -1,334 -2%
CDIA
85
Capital Directions Investment Advisors
Georgia
$12.5M -$14.9M -64,623 Closed
FMWA
86
Forvis Mazars Wealth Advisors
Missouri
$12.4M +$200K +871 +1%
BF
87
Brooklyn FI
New York
$12.3M +$9.65M +41,952 +243%
TA
88
Tiedemann Advisors
New York
$12M -$2.75M -11,943 -17%
JIC
89
Johnson Investment Counsel
Ohio
$11.9M +$144K +627 +1%
OBWP
90
O'Brien Wealth Partners
Massachusetts
$11.9M +$455K +1,977 +4%
DPI
91
Diversified Portfolios Inc
Michigan
$11.6M -$143K -622 -1%
WA
92
Wealthstream Advisors
New York
$11.3M +$37K +161 +0.3%
IDA
93
Intelligence Driven Advisers
California
$11M +$1.59M +6,933 +16%
AP
94
Agilis Partners
Massachusetts
$11M
NL
95
NEPC LLC
Massachusetts
$10.8M +$10M +43,656 New
BP
96
BBR Partners
New York
$10.5M +$9.43K +41 +0.1%
Truist Financial
97
Truist Financial
North Carolina
$10.2M +$2.74M +11,924 +32%
FHA
98
First Horizon Advisors
Tennessee
$9.77M +$736K +3,198 +7%
UB
99
UMB Bank
Missouri
$9.75M +$206K +896 +2%
WANY
100
Wealthspire Advisors (New York)
New York
$9.53M +$141K +612 +1%