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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 %
CAG
776
Crestwood Advisors Group
Massachusetts
$629K -$157K -1,153 -20%
ML
777
McAdam LLC
Pennsylvania
$628K -$72.5K -533 -10%
FMTC
778
Farmers & Merchants Trust Company
California
$613K -$1.5K -11 -0.2%
CWM
779
Calamos Wealth Management
Illinois
$613K +$9.38K +69 +2%
AA
780
Aire Advisors
California
$611K +$36.8K +271 +6%
CFS
781
CRA Financial Services
New Jersey
$611K +$44.9K +330 +8%
CA
782
Calton & Associates
Florida
$609K -$26.4K -194 -4%
ETIA
783
Epic Trust Investment Advisors
Washington
$608K -$96.5K -710 -14%
AWM
784
Axxcess Wealth Management
California
$607K -$26.1K -192 -4%
BS
785
Boenning & Scattergood
Pennsylvania
$607K +$10.6K +78 +2%
AWS
786
AJ Wealth Strategies
New York
$606K -$5.44K -40 -0.9%
LWA
787
LWS Wealth Advisors
New Jersey
$605K -$143K -1,055 -19%
PAM
788
Palisade Asset Management
Minnesota
$605K
ACA
789
Aptus Capital Advisors
Alabama
$596K +$94.9K +698 +19%
BWL
790
Bogart Wealth LLC
Virginia
$594K +$6.67K +49 +1%
VVP
791
Venture Visionary Partners
Ohio
$594K +$203K +1,494 +52%
GA
792
Greenspring Advisors
Maryland
$591K +$4.22K +31 +0.7%
PCA
793
Personal Capital Advisors
California
$591K +$41.6K +306 +8%
IAN
794
Integrated Advisors Network
Texas
$590K +$20.4K +150 +4%
EWA
795
Encompass Wealth Advisors
Oregon
$588K +$136 +1 +0%
Renaissance Technologies
796
Renaissance Technologies
New York
$585K +$585K +4,300 New
GPA
797
Guidance Point Advisors
Massachusetts
$582K +$3.26K +24 +0.6%
NL
798
NVWM LLC
Pennsylvania
$581K
FRA
799
Front Row Advisors
California
$576K +$8.47K +62 +1%
VNB
800
Virginia National Bank
Virginia
$575K