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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 %
IFWM
801
Institute for Wealth Management
Colorado
$573K -$18.9K -139 -3%
PWMAG
802
Pinnacle Wealth Management Advisory Group
New Jersey
$571K -$19.4K -143 -3%
RVM
803
Robinson Value Management
Texas
$567K -$95.8K -704 -14%
BFEC
804
Benjamin F. Edwards & Company
Missouri
$566K +$1.09K +8 +0.2%
AT
805
American Trust
Kentucky
$563K -$235K -1,732 -29%
BA
806
Ballew Advisors
Mississippi
$563K +$28.8K +209 +5%
FAIM
807
Financial Advocates Investment Management
Washington
$562K -$37.8K -280 -6%
AT
808
Arden Trust
Delaware
$562K -$4.9K -36 -0.9%
PCS
809
Personal CFO Solutions
New Jersey
$561K -$1.18M -8,677 -68%
CPO
810
Cerity Partners OCIO
New York
$560K
PIA
811
Perennial Investment Advisors
California
$560K +$155K +1,138 +38%
HWM
812
Hemington Wealth Management
Virginia
$559K -$680 -5 -0.1%
FPTW
813
Franklin, Parlapiano, Turner & Welch
Texas
$559K
JF
814
JSF Financial
California
$555K -$45.7K -336 -8%
SIM
815
SSI Investment Management
California
$555K
FCFC
816
First Commonwealth Financial Corp
Pennsylvania
$555K +$38.3K +282 +7%
TFS
817
TrustCore Financial Services
Tennessee
$554K -$762K -5,605 -58%
NWM
818
NEIRG Wealth Management
Massachusetts
$553K +$1.9K +14 +0.3%
SWP
819
ShoreHaven Wealth Partners
New Jersey
$551K -$607K -4,467 -52%
OAM
820
Occidental Asset Management
California
$550K -$6.11K -45 -1%
RBC
821
Roble Belko & Company
Pennsylvania
$550K
MIAS
822
Mason Investment Advisory Services
Virginia
$550K -$1.81M -13,306 -77%
BAM
823
Bosun Asset Management
Illinois
$544K
RWA
824
Redmont Wealth Advisors
Illinois
$544K
CWA
825
Consilium Wealth Advisory
Texas
$543K