IWD icon

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 %
NG
701
Northstar Group
New York
$924K +$145 +1 +0%
GG
702
Gofen & Glossberg
Illinois
$923K +$15.9K +110 +2%
IA
703
IFG Advisory
Georgia
$921K +$392K +2,707 +74%
BFA
704
Brown Financial Advisory
Alabama
$917K -$32.6K -225 -3%
PFGIA
705
Patriot Financial Group Insurance Agency
Massachusetts
$916K +$3.48K +24 +0.4%
MHI
706
Miller Howard Investments
New York
$915K +$915K +6,309 New
BFS
707
Bradley Foster & Sargent
Connecticut
$913K +$85.7K +591 +10%
CTA
708
Chesley Taft & Associates
Illinois
$911K -$12.3K -85 -1%
CFO
709
CVA Family Office
Colorado
$904K
FWM
710
Fairhaven Wealth Management
Illinois
$904K +$1.89K +13 +0.2%
MWM
711
Mascoma Wealth Management
New Hampshire
$902K
HPA
712
High Probability Advisors
New York
$900K +$4.06K +28 +0.5%
LWP
713
Legacy Wealth Planning
Nevada
$896K
BBL
714
Beck Bode LLC
Massachusetts
$889K +$889K +6,130 New
CWA
715
Core Wealth Advisors
Florida
$877K
EW
716
Evoke Wealth
California
$872K
RA
717
RFG Advisory
Alabama
$870K +$59.4K +385 +7%
KFP
718
KB Financial Partners
New Jersey
$866K
MC
719
Middleton & Co
Massachusetts
$860K
SWM
720
Soundmark Wealth Management
Washington
$855K
AT
721
American Trust
Kentucky
$852K +$325K +2,239 +62%
AG
722
Appleton Group
Wisconsin
$849K +$23.6K +163 +3%
FI
723
Financial Insights
Washington
$848K -$46.7K -322 -5%
EWM
724
Empirical Wealth Management
Washington
$846K +$426K +2,936 +101%
RPWA
725
Regent Peak Wealth Advisors
Georgia
$843K +$161K +1,109 +24%