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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 %
SIA
876
Schechter Investment Advisors
Michigan
$485K
GWS
877
Glassman Wealth Services
Virginia
$484K -$41.7K -288 -8%
WW
878
Waterfront Wealth
Kansas
$483K
WF
879
Welch & Forbes
Massachusetts
$481K -$14.5K -100 -3%
DDPIC
880
Deroy & Devereaux Private Investment Counsel
Michigan
$481K
Charles Schwab
881
Charles Schwab
California
$479K -$116K -800 -20%
PP
882
PrairieView Partners
Minnesota
$478K -$13.2K -91 -3%
ACS
883
Archford Capital Strategies
Illinois
$477K
CSPAM
884
Cary Street Partners Asset Management
Virginia
$469K -$13.2K -91 -3%
LA
885
Legacy Advisors
Pennsylvania
$468K -$725 -5 -0.2%
TCWA
886
Ten Capital Wealth Advisors
Washington
$464K -$32.5K -224 -7%
CCT
887
Capital City Trust
Florida
$464K +$6.67K +46 +1%
FPCG
888
Fort Pitt Capital Group
Pennsylvania
$464K +$24.8K +171 +6%
WF
889
Warner Financial
Maryland
$463K +$211K +1,452 +83%
PIFP
890
Partners in Financial Planning
Virginia
$460K +$460K +2,976 New
PG
891
Patten Group
Tennessee
$459K +$23.8K +161 +5%
FTC
892
Farmers Trust Company
Ohio
$458K
SFG
893
Sovereign Financial Group
Connecticut
$458K +$15.7K +108 +4%
CNC
894
Citizens & Northern Corp
Pennsylvania
$457K
TW
895
Transform Wealth
Colorado
$457K +$34.8K +240 +8%
TCM
896
Towercrest Capital Management
Pennsylvania
$455K -$19.2K -132 -4%
RIM
897
Rockbridge Investment Management
New York
$453K -$477K -3,289 -51%
TA
898
TrueWealth Advisors
Alabama
$453K +$11.2K +77 +3%
KIA
899
KCM Investment Advisors
California
$451K -$83.7K -577 -16%
GFS
900
GYL Financial Synergies
Connecticut
$451K +$1.3K +9 +0.3%