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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 %
HCA
851
Heck Capital Advisors
Wisconsin
$535K +$535K +3,693 New
ACA
852
Aptus Capital Advisors
Alabama
$534K +$47.8K +330 +10%
GWANC
853
Guardian Wealth Advisors (North Carolina)
North Carolina
$534K +$75.7K +522 +17%
LTL
854
Lowery Thomas LLC
California
$534K +$99K +683 +23%
FGG
855
Financial Guidance Group
Florida
$531K -$2.75K -19 -0.5%
SHGA
856
Sand Hill Global Advisors
California
$528K +$91K +628 +21%
MFG
857
MidWestOne Financial Group
Iowa
$525K -$44.7K -308 -8%
QPWM
858
Quadrant Private Wealth Management
Pennsylvania
$518K -$5.95K -41 -1%
CT
859
Cambridge Trust
Massachusetts
$517K -$3.63K -25 -0.7%
RSWM
860
Robertson Stephens Wealth Management
California
$515K -$2.9K -20 -0.6%
BFWA
861
Benchmark Financial Wealth Advisors
Florida
$513K -$38.1K -263 -7%
BCM
862
Bourgeon Capital Management
Connecticut
$511K
LSPW
863
Lake Street Private Wealth
Illinois
$511K
MAA
864
Matrix Asset Advisors
New York
$509K +$319K +2,205 +168%
CPFP
865
Clear Perspectives Financial Planning
Ohio
$505K -$547K -3,770 -52%
KA
866
Klingman & Associates
New York
$502K
MWAM
867
Manhattan West Asset Management
California
$502K
WAM
868
Weatherly Asset Management
California
$498K -$49.4K -341 -9%
FG
869
Foster Group
Iowa
$492K +$492K +3,395 New
KF
870
Krilogy Financial
Missouri
$491K -$6.23K -43 -1%
TC
871
Titleist Capital
Texas
$490K -$3.91K -27 -0.8%
MMA
872
Miracle Mile Advisors
California
$489K -$128K -886 -21%
OWA
873
One Wealth Advisors
California
$489K
PCIA
874
Prime Capital Investment Advisors
Kansas
$488K -$359K -2,478 -42%
CCM
875
Covington Capital Management
California
$487K +$81.4K +562 +20%