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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 %
BWM
426
BigSur Wealth Management
Florida
$2.73M
EWM
427
EPG Wealth Management
Georgia
$2.73M -$12.1K -89 -0.4%
SMC
428
Smith, Moore & Co
Missouri
$2.7M -$48.3K -355 -2%
BFG
429
Beacon Financial Group
Texas
$2.69M -$16.2K -118 -0.6%
SWM
430
Spire Wealth Management
Virginia
$2.68M -$431K -3,169 -14%
SWA
431
SOA Wealth Advisors
New York
$2.66M +$25.3K +186 +1%
MAM
432
MMA Asset Management
Pennsylvania
$2.65M -$142K -1,045 -5%
SSB
433
Sandy Spring Bank
Maryland
$2.63M +$245K +1,804 +10%
TCBWMS
434
Texas Capital Bank Wealth Management Services
Texas
$2.62M +$282K +2,072 +12%
HIA
435
Harbor Investment Advisory
Maryland
$2.62M +$62.3K +458 +2%
BB
436
Busey Bank
Illinois
$2.6M -$33K -243 -1%
TFA
437
TPG Financial Advisors
Oregon
$2.58M +$2.58M +18,996 New
OWM
438
Opes Wealth Management
California
$2.51M -$51.4K -378 -2%
FMC
439
First Merchants Corp
Indiana
$2.5M +$129K +950 +5%
WTA
440
Washington Trust Advisors
Massachusetts
$2.48M
BBHC
441
Brown Brothers Harriman & Co
New York
$2.45M +$443K +3,256 +22%
VAS
442
Vestmark Advisory Solutions
Massachusetts
$2.45M +$1.91M +14,013 +353%
AWM
443
Aprio Wealth Management
Georgia
$2.43M +$68.3K +502 +3%
BTI
444
Blue Trust Inc
Georgia
$2.43M +$326K +2,247 +15%
GT
445
Glenview Trust
Kentucky
$2.42M -$7.07K -52 -0.3%
AWA
446
Arkadios Wealth Advisors
Georgia
$2.41M +$441K +3,244 +22%
BAM
447
Berkshire Asset Management
Pennsylvania
$2.41M -$521K -3,831 -18%
CIC
448
Carnegie Investment Counsel
Ohio
$2.39M +$26K +191 +1%
CWM
449
Castle Wealth Management
Florida
$2.38M
ZB
450
Zions Bancorporation
Utah
$2.37M -$23.3K -171 -1%