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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
ZF
201
Zhang Financial
Michigan
$2.18M +$101K +441 +4%
EW
202
Evoke Wealth
California
$2.17M +$42.6K +185 +2%
FLPIM
203
F.L. Putnam Investment Management
Massachusetts
$2.12M -$121K -526 -5%
CWM
204
Cedar Wealth Management
California
$2.1M +$61K +265 +3%
LC
205
LCNB Corp
Ohio
$2.08M -$79.4K -345 -3%
MWM
206
Mission Wealth Management
California
$2.07M +$920 +4 +0%
IWC
207
Integrated Wealth Concepts
Massachusetts
$2.06M +$536K +2,329 +31%
SWP
208
Stratos Wealth Partners
Ohio
$2.06M +$1.71M +7,435 +299%
SWA
209
Sax Wealth Advisors
New Jersey
$2.05M -$222K -966 -9%
Federated Hermes
210
Federated Hermes
Pennsylvania
$2.03M +$231K +1,006 +11%
RTS
211
Round Table Services
New Jersey
$2.02M +$224K +973 +11%
GW
212
GW & Wade
Massachusetts
$2.01M +$27.4K +119 +1%
JSMC
213
Jess S. Morgan & Co
California
$2M -$23.2K -101 -1%
IAN
214
Integrated Advisors Network
Texas
$1.99M
BFM
215
Boston Financial Management
Massachusetts
$1.96M
IFWM
216
Institute for Wealth Management
Colorado
$1.94M
FH
217
FWG Holdings
Florida
$1.87M +$176K +765 +9%
FNBOO
218
First National Bank of Omaha
Nebraska
$1.85M
SC
219
Savant Capital
Illinois
$1.78M
5L
220
55I LLC
Massachusetts
$1.77M -$528K -2,295 -21%
SA
221
SL Advisors
New Jersey
$1.77M
CFA
222
Cahill Financial Advisors
Minnesota
$1.73M -$38.9K -169 -2%
AFAS
223
Acorn Financial Advisory Services
Virginia
$1.7M +$54.7K +238 +3%
WPC
224
Wedmont Private Capital
Pennsylvania
$1.7M
CA
225
Cetera Advisors
Colorado
$1.64M -$26.2K -114 -1%