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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 %
RWA
826
Redmont Wealth Advisors
Illinois
$580K
BAM
827
Bosun Asset Management
Illinois
$580K
CF
828
Cantor Fitzgerald
New York
$580K +$580K +4,000 New
CWA
829
Consilium Wealth Advisory
Texas
$579K +$297K +2,045 +105%
LOPW
830
Live Oak Private Wealth
North Carolina
$577K -$44.1K -304 -7%
HGERS
831
Householder Group Estate & Retirement Specialist
Arizona
$576K +$130K +898 +29%
GC
832
GFG Capital
Florida
$576K +$576K +3,976 New
VAS
833
Vestmark Advisory Solutions
Massachusetts
$575K +$148K +1,021 +35%
PWP
834
Pursue Wealth Partners
California
$571K
IBOK
835
Independence Bank of Kentucky
Kentucky
$567K +$4.5K +31 +0.8%
PFT
836
Providence First Trust
Arizona
$565K
BWA
837
Bordeaux Wealth Advisors
California
$561K -$84.8K -585 -13%
TI
838
Truepoint Inc
Ohio
$560K -$2.9K -20 -0.5%
BFG
839
Berger Financial Group
Minnesota
$560K
AWM
840
Accurate Wealth Management
Florida
$559K +$559K +3,788 New
BCM
841
Buckhead Capital Management
Georgia
$558K
LFS
842
Lutz Financial Services
Nebraska
$555K
BA
843
Ballew Advisors
Mississippi
$554K -$4.72K -33 -0.8%
EIP
844
Ellis Investment Partners
Pennsylvania
$553K +$8.98K +62 +2%
WIC
845
Woodmont Investment Counsel
Tennessee
$551K +$10.9K +75 +2%
FCFC
846
First Commonwealth Financial Corp
Pennsylvania
$551K +$551K +3,801 New
AFC
847
AFT Forsyth & Company
Florida
$542K +$870 +6 +0.2%
AIM
848
Arcadia Investment Management
Michigan
$541K +$112K +775 +26%
CIP
849
Capital Insight Partners
Arizona
$539K -$86.8K -599 -14%
Victory Capital Management
850
Victory Capital Management
Texas
$536K