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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
SCM
1
SCS Capital Management
Massachusetts
$469M -$4.61M -20,024 -0.9%
CWA
2
CM Wealth Advisors
Ohio
$398M +$91M +395,637 +21,045%
Northern Trust
3
Northern Trust
Illinois
$229M -$9.34M -40,598 -4%
JMPWA
4
JP Morgan Private Wealth Advisors
California
$229M -$16.4M -71,506 -6%
Bank of America
5
Bank of America
North Carolina
$211M +$13.2M +57,352 +6%
Ameriprise
6
Ameriprise
Minnesota
$159M +$50.8M +220,822 +40%
Morgan Stanley
7
Morgan Stanley
New York
$145M -$80.3M -349,226 -33%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$142M -$2.23M -9,709 -1%
BlackRock
9
BlackRock
New York
$141M +$11.7M +51,052 +8%
Goldman Sachs
10
Goldman Sachs
New York
$137M +$1.84M +8,006 +1%
P
11
Pitcairn
Pennsylvania
$129M -$1.55M -6,758 -1%
UBS Group
12
UBS Group
Switzerland
$118M +$4.3M +18,692 +3%
EK
13
Evensky & Katz
Florida
$90.5M -$160K -695 -0.2%
LPL Financial
14
LPL Financial
California
$89.9M +$176K +767 +0.2%
FWM
15
FFT Wealth Management
Pennsylvania
$84.2M +$426K +1,852 +0.5%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$63.2M +$2.39M +10,389 +4%
LP
17
LGL Partners
Pennsylvania
$61.8M +$314K +1,365 +0.5%
KeyBank National Association
18
KeyBank National Association
Ohio
$58.4M +$47.6M +207,085 +277%
ST
19
Sentinel Trust
Texas
$56.1M -$6.66M -28,956 -10%
JP Morgan Chase
20
JP Morgan Chase
New York
$54.5M +$1.95M +8,460 +3%
CAM
21
Cresset Asset Management
Illinois
$52.7M -$1.69M -7,357 -3%
GU
22
Georgetown University
District of Columbia
$49.4M +$255K +1,107 +0.5%
TFF
23
The Family Firm
Maryland
$45.4M -$1.25M -5,439 -2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$44.8M +$16.3M +71,005 +49%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$43.6M +$2.25M +9,786 +5%