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iShares Russell 1000 Value ETF

1,340 hedge funds and large institutions have $40.4B invested in iShares Russell 1000 Value ETF in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 493 increasing their positions, 450 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
-32
Holders Change %
-2.33%
% of All Funds
22.66%
Holding in Top 10
114
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.7%
% of All Funds
1.93%
New
91
Increased
493
Reduced
450
Closed
105
Calls
$96M
Puts
$14.9M
Net Calls
+$81.1M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
351
Lido Advisors
California
$3.98M -$1.34M -9,253 -25%
HDIM
352
Hanson & Doremus Investment Management
Vermont
$3.98M
AWA
353
Alta Wealth Advisors
Massachusetts
$3.97M +$163K +1,125 +4%
STA
354
Summit Trail Advisors
New York
$3.91M
HWA
355
Hillcrest Wealth Advisors
New Jersey
$3.91M +$246K +1,700 +7%
SW
356
SlateStone Wealth
Florida
$3.9M +$961K +6,625 +33%
SFG
357
Sage Financial Group
Pennsylvania
$3.84M -$79.6K -549 -2%
LCM
358
Logan Capital Management
Pennsylvania
$3.79M +$2.86M +19,731 +306%
EC
359
Estate Counselors
Wisconsin
$3.76M -$52.2K -360 -1%
JFG
360
JMG Financial Group
Illinois
$3.75M +$388K +2,677 +12%
AAM
361
Aureus Asset Management
Massachusetts
$3.75M
NP
362
NorthRock Partners
Minnesota
$3.74M -$736K -5,077 -16%
DCM
363
Dimension Capital Management
Florida
$3.73M
RIL
364
Rothschild Investment LLC
Illinois
$3.72M -$21.5K -148 -0.6%
CB
365
Community Bank
New York
$3.72M +$168K +1,161 +5%
TFCP
366
Twin Focus Capital Partners
Massachusetts
$3.7M -$1.17M -8,060 -24%
CW
367
Connectus Wealth
Ohio
$3.7M +$3.52M +24,181 +1,938%
Carson Wealth (CWM LLC)
368
Carson Wealth (CWM LLC)
Nebraska
$3.69M +$657K +4,535 +22%
MA
369
Mutual Advisors
Nebraska
$3.68M -$41.9K -289 -1%
DWT
370
Dorsey & Whitney Trust
South Dakota
$3.68M +$330K +2,273 +10%
NEPWA
371
New England Private Wealth Advisors
Massachusetts
$3.66M -$332 -2 -0%
RCA
372
Riverview Capital Advisers
Massachusetts
$3.64M +$70.3K +485 +2%
RCAMU
373
Rothschild & Co Asset Management US
Connecticut
$3.62M +$2.86M +19,726 +377%
AMG
374
Asset Management Group
Connecticut
$3.59M +$15.9K +110 +0.4%
DPI
375
Diversified Portfolios Inc
Michigan
$3.57M -$76.5K -528 -2%