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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 %
MWA
551
Monograph Wealth Advisors
California
$1.54M
MSWMA
552
Market Street Wealth Management Advisors
Indiana
$1.53M -$55.2K -381 -3%
KPWS
553
Kestra Private Wealth Services
Texas
$1.53M +$140K +965 +10%
LWCFA
554
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.52M
LWAC
555
Laurel Wealth Advisors (California)
California
$1.52M -$35.4K -244 -2%
JF
556
Jump Financial
Illinois
$1.51M -$2.17M -14,933 -59%
FWP
557
FAS Wealth Partners
Kansas
$1.51M +$20.1K +139 +1%
AWM
558
Atticus Wealth Management
Florida
$1.5M -$318K -2,191 -18%
TSW
559
Thompson Siegel & Walmsley
Virginia
$1.49M -$196K -1,354 -12%
RFA
560
Resurgent Financial Advisors
Georgia
$1.48M +$1.21M +8,355 +443%
GG
561
GenWealth Group
New Jersey
$1.48M -$46.2K -319 -3%
DFS
562
Dixon Fnancial Services
California
$1.48M
FPF
563
First Pacific Financial
Washington
$1.47M +$1.47M +10,160 New
EAM
564
Evanson Asset Management
California
$1.47M -$17K -117 -1%
BWM
565
Baystate Wealth Management
Massachusetts
$1.47M -$78.4K -541 -5%
VA
566
Valmark Advisers
Ohio
$1.47M +$79.2K +546 +6%
MCA
567
Maryland Capital Advisors
Maryland
$1.45M -$1.6K -11 -0.1%
ZIM
568
Zacks Investment Management
Illinois
$1.45M +$656K +4,524 +83%
BCM
569
Brookstone Capital Management
Illinois
$1.44M -$152K -1,035 -10%
BP
570
BBR Partners
New York
$1.44M -$61.6K -425 -4%
EI
571
Ellevest Inc
New York
$1.44M +$94.4K +651 +7%
BSSFA
572
Baron Silver Stevens Financial Advisors
Florida
$1.44M +$110K +758 +8%
HWIS
573
Hancock Whitney Investment Services
Louisiana
$1.43M -$44.9K -310 -3%
MW
574
Marcum Wealth
Ohio
$1.43M -$317K -2,189 -18%
SFS
575
Summit Financial Strategies
Ohio
$1.42M