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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 %
FGG
851
Financial Guidance Group
Florida
$494K -$4.08K -30 -0.8%
BWP
852
Balboa Wealth Partners
Arizona
$492K +$492K +3,615 New
MFG
853
MidWestOne Financial Group
Iowa
$490K -$2.18K -16 -0.4%
PG
854
Patten Group
Tennessee
$489K +$57.4K +414 +13%
CA
855
Continuum Advisory
Idaho
$486K +$486K +3,574 New
OWA
856
One Wealth Advisors
California
$484K +$24.5K +180 +5%
BCM
857
Bourgeon Capital Management
Connecticut
$480K
LSPW
858
Lake Street Private Wealth
Illinois
$479K -$680 -5 -0.1%
RIM
859
Rockbridge Investment Management
New York
$477K +$52K +382 +12%
AWA
860
Aaron Wealth Advisors
Illinois
$477K -$70.8K -521 -13%
HCA
861
Heck Capital Advisors
Wisconsin
$475K -$27.2K -200 -5%
MWAM
862
Manhattan West Asset Management
California
$471K
WAM
863
Weatherly Asset Management
California
$468K
AA
864
Auxano Advisors
Washington
$468K +$468K +3,442 New
SFP
865
Strategic Financial Partners
Oregon
$464K -$233K -1,713 -33%
OR
866
Olympiad Research
Connecticut
$462K -$841K -6,187 -65%
TC
867
Titleist Capital
Texas
$460K +$136 +1 +0%
CCM
868
Covington Capital Management
California
$457K
GWS
869
Glassman Wealth Services
Virginia
$454K
BWP
870
BSW Wealth Partners
Colorado
$454K +$454K +3,336 New
BAM
871
Belpointe Asset Management
Nevada
$453K -$156K -1,143 -26%
KF
872
Krilogy Financial
Missouri
$453K -$8.17K -60 -2%
RWP
873
RWA Wealth Partners
Massachusetts
$449K +$42.7K +314 +11%
WFA
874
Wipfli Financial Advisors
Wisconsin
$448K +$210K +1,539 +88%
ACS
875
Archford Capital Strategies
Illinois
$447K