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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 %
AIM
401
Acropolis Investment Management
Missouri
$3.04M -$30.9K -227 -1%
HF
402
Halpern Financial
Virginia
$3.02M -$28.6K -210 -0.9%
WP
403
Wealthspan Partners
Iowa
$3.02M -$2.31K -17 -0.1%
ARG
404
Advisory Resource Group
Oklahoma
$3.01M -$40K -294 -1%
CGA
405
Crescent Grove Advisors
Illinois
$2.99M +$67.5K +496 +2%
RA
406
RFG Advisory
Alabama
$2.99M +$2.14M +14,194 +252%
NEPWA
407
New England Private Wealth Advisors
Massachusetts
$2.97M -$29.4K -216 -1%
PFS
408
Prospera Financial Services
Texas
$2.95M -$171K -1,258 -5%
DIP
409
DT Investment Partners
Pennsylvania
$2.91M +$2.91M +21,416 New
EC
410
Estate Counselors
Wisconsin
$2.9M -$625K -4,595 -18%
1IA
411
1834 Investment Advisors
Wisconsin
$2.9M +$136 +1 +0%
AWA
412
Arete Wealth Advisors
Illinois
$2.9M +$918K +6,750 +46%
OIA
413
OneDigital Investment Advisors
Kansas
$2.9M +$69.4K +510 +2%
MA
414
MUFG Americas
New York
$2.88M -$222K -1,635 -7%
SFA
415
Sequoia Financial Advisors
Ohio
$2.85M -$259K -1,908 -8%
PGFC
416
Peapack-Gladstone Financial Corp
New Jersey
$2.85M -$148K -1,085 -5%
BRWA
417
B. Riley Wealth Advisors
Florida
$2.83M +$789K +5,802 +39%
AF
418
Advisornet Financial
Minnesota
$2.82M -$158K -1,161 -5%
BWM
419
Baystate Wealth Management
Massachusetts
$2.8M +$1.43M +10,489 +104%
CWA
420
Cornerstone Wealth Advisors
Minnesota
$2.8M -$17K -125 -0.6%
CWP
421
CFM Wealth Partners
Texas
$2.8M -$4.9K -36 -0.2%
HCM
422
HM Capital Management
Missouri
$2.79M -$67.3K -495 -2%
VCM
423
Vivaldi Capital Management
Illinois
$2.78M +$140K +1,008 +5%
PP
424
Pegasus Partners
Wisconsin
$2.77M +$790K +5,812 +40%
NP
425
NorthRock Partners
Minnesota
$2.76M -$748K -5,500 -21%