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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
BL
126
Balentine LLC
Georgia
$6.43M -$3.98M -17,309 -36%
AL
127
Aspiriant LLC
California
$6.38M +$672K +2,920 +10%
Comerica Bank
128
Comerica Bank
Texas
$6.33M -$216K -939 -3%
FT
129
Fiduciary Trust
Massachusetts
$6.15M
JA
130
JVL Associates
Michigan
$6.05M
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$5.99M +$707K +3,075 +12%
TWM
132
Tanager Wealth Management
United Kingdom
$5.78M -$644K -2,800 -9%
BSW
133
Buckingham Strategic Wealth
Missouri
$5.75M -$280K -1,216 -4%
RPCA
134
Running Point Capital Advisors
California
$5.32M
WT
135
Whittier Trust
California
$5.27M
Victory Capital Management
136
Victory Capital Management
Texas
$5.22M -$2.2M -9,555 -27%
KAS
137
Kestra Advisory Services
Texas
$5.08M +$253K +1,098 +5%
GMA
138
Goldstein Munger & Associates
California
$5.06M +$67.4K +293 +1%
Lido Advisors
139
Lido Advisors
California
$4.87M -$119K -518 -2%
BCI
140
Brinker Capital Investments
Pennsylvania
$4.75M -$47.4K -206 -0.9%
LNWWM
141
Laird Norton Wetherby Wealth Management
California
$4.75M -$91.3K -397 -2%
CCM
142
Condor Capital Management
New Jersey
$4.72M +$4.46M +19,410 +569%
RhumbLine Advisers
143
RhumbLine Advisers
Massachusetts
$4.61M -$7.82K -34 -0.2%
CAAS
144
Capital Asset Advisory Services
Michigan
$4.6M
GC
145
Gilbert & Cook
Iowa
$4.45M +$4.71M +20,485 New
CWM
146
Chesapeake Wealth Management
Virginia
$4.39M -$74.3K -323 -2%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$4.37M +$4.85M +21,081 New
Baird Financial Group
148
Baird Financial Group
Wisconsin
$4.3M -$51.8K -225 -1%
WA
149
Waverly Advisors
Alabama
$4.29M +$648K +2,816 +16%
CPIG
150
Chicago Partners Investment Group
Illinois
$4.28M +$69K +300 +2%