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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 %
CGL
626
Clarius Group LLC
Washington
$1.2M
WI
627
Wintrust Investments
Illinois
$1.2M -$34.6K -239 -3%
MWM
628
Minot Wealth Management
Massachusetts
$1.2M
DWMG
629
DB Wealth Management Group
California
$1.19M -$263K -1,815 -18%
OCG
630
Opus Capital Group
Ohio
$1.19M -$9.43K -65 -0.8%
ES
631
Eagle Strategies
New York
$1.19M -$297K -2,048 -20%
DFA
632
DHK Financial Advisors
New Hampshire
$1.18M
GC
633
Grimes & Company
Massachusetts
$1.18M -$1.74K -12 -0.1%
LFAS
634
Level Four Advisory Services
Texas
$1.17M -$347K -2,395 -23%
CAMG
635
CWA Asset Management Group
Florida
$1.17M
PMFA
636
Plante Moran Financial Advisors
Michigan
$1.16M +$252K +1,736 +28%
CC
637
Cypress Capital
Tennessee
$1.16M
CWA
638
CJM Wealth Advisers
Virginia
$1.16M
PFP
639
Paragon Financial Partners
California
$1.15M +$1.74K +12 +0.2%
MWM
640
Meridian Wealth Management
Kentucky
$1.14M +$367K +2,534 +47%
BIA
641
BHK Investment Advisors
Alabama
$1.14M -$17K -117 -1%
DWM
642
Doyle Wealth Management
Florida
$1.13M +$2.75K +19 +0.2%
WB
643
WesBanco Bank
West Virginia
$1.13M +$154K +1,065 +16%
ACM
644
Alamar Capital Management
California
$1.12M -$149K -1,030 -12%
BTW
645
Boston Trust Walden
Massachusetts
$1.12M
PFA
646
Pure Financial Advisors
California
$1.12M +$401K +2,764 +56%
MCM
647
Mitchell Capital Management
Kansas
$1.12M +$73.6K +508 +7%
PWMG
648
Provence Wealth Management Group
California
$1.11M -$1.16K -8 -0.1%
DWM
649
Defined Wealth Management
Oregon
$1.1M +$1.1M +7,605 New
NFG
650
Nations Financial Group
Iowa
$1.1M +$12.2K +84 +1%