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iShares Russell 1000 Value ETF

1,313 hedge funds and large institutions have $38.5B invested in iShares Russell 1000 Value ETF in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 437 increasing their positions, 446 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,313
Holders Change
-27
Holders Change %
-2.01%
% of All Funds
22.7%
Holding in Top 10
109
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.39%
% of All Funds
1.88%
New
80
Increased
437
Reduced
446
Closed
89
Calls
$24M
Puts
$10.2M
Net Calls
+$13.8M
Net Calls Change
-$67.3M
Name Holding Trade Value Shares
Change
Shares
Change %
TFCP
376
Twin Focus Capital Partners
Massachusetts
$3.47M
WFS
377
Widmann Financial Services
Maryland
$3.46M +$133K +980 +4%
RCA
378
Riverview Capital Advisers
Massachusetts
$3.42M
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$3.42M -$48.7K -358 -1%
CIAS
380
CFS Investment Advisory Services
New Jersey
$3.4M +$3.37M +14,815,451 +13,403%
JFG
381
JMG Financial Group
Illinois
$3.37M -$149K -1,094 -4%
DADC
382
D.A. Davidson & Co
Montana
$3.34M -$470K -3,458 -12%
DPI
383
Diversified Portfolios Inc
Michigan
$3.33M -$18.8K -138 -0.6%
TDWM
384
Topel & Distasi Wealth Management
California
$3.32M -$26.6K -172 -0.8%
CS
385
Credit Suisse
Switzerland
$3.31M -$20.2M -148,925 -86%
AWP
386
Ascent Wealth Partners
New York
$3.26M +$2.86K +21 +0.1%
AMG
387
Asset Management Group
Connecticut
$3.25M -$122K -897 -4%
CSPIA
388
Cary Street Partners Investment Advisory
Virginia
$3.24M +$14.6K +107 +0.5%
HS
389
HighVista Strategies
Massachusetts
$3.24M
RCAG
390
Rehmann Capital Advisory Group
Michigan
$3.22M -$1.21M -8,909 -27%
KAH
391
Kathryn A. Hall
$3.21M
ASN
392
Advisory Services Network
Georgia
$3.21M +$121K +891 +4%
WFA
393
Wellspring Financial Advisors
Ohio
$3.2M -$33.7K -248 -1%
Cohen & Steers
394
Cohen & Steers
New York
$3.2M +$3.2M +23,519 New
CA
395
Cornerstone Advisory
Maryland
$3.19M -$6.26K -46 -0.2%
MMG
396
Monetary Management Group
Missouri
$3.16M -$34K -250 -1%
OCM
397
One Capital Management
California
$3.16M +$331K +2,432 +12%
HFP
398
Holistic Financial Partners
Indiana
$3.12M -$13.7K -101 -0.4%
SIA
399
Stegner Investment Associates
Kentucky
$3.07M -$150K -1,068 -5%
DWT
400
Dorsey & Whitney Trust
South Dakota
$3.06M -$388K -2,852 -11%