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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 %
ATC
876
Adirondack Trust Company
New York
$446K +$59.1K +435 +15%
WF
877
Welch & Forbes
Massachusetts
$445K -$6.8K -50 -2%
WFAG
878
Wescott Financial Advisory Group
Pennsylvania
$445K +$167K +1,226 +60%
LA
879
Legacy Advisors
Pennsylvania
$439K
ECM
880
Evergreen Capital Management
Washington
$438K +$48.9K +360 +13%
OPW
881
Oxler Private Wealth
New York
$437K +$1.96K +13 +0.5%
TCWA
882
Ten Capital Wealth Advisors
Washington
$435K
CCT
883
Capital City Trust
Florida
$435K
FPCG
884
Fort Pitt Capital Group
Pennsylvania
$435K
WF
885
Warner Financial
Maryland
$434K
PCMC
886
Private Capital Management (Colorado)
Colorado
$434K +$72.7K +535 +20%
SA
887
Shilanski & Associates
Alaska
$434K +$434K +3,192 New
CCM
888
Cullen Capital Management
New York
$432K +$432K +3,178 New
TI
889
Truepoint Inc
Ohio
$431K -$94.4K -694 -18%
FTC
890
Farmers Trust Company
Ohio
$430K
CNC
891
Citizens & Northern Corp
Pennsylvania
$429K
SFG
892
Sovereign Financial Group
Connecticut
$429K
ACM
893
Advisors Capital Management
New Jersey
$428K +$28.1K +182 +7%
TCM
894
Towercrest Capital Management
Pennsylvania
$426K
TA
895
TrueWealth Advisors
Alabama
$425K
GFS
896
GYL Financial Synergies
Connecticut
$425K +$1.77K +13 +0.4%
WCM
897
WealthBridge Capital Management
Ohio
$424K
FIM
898
Fernwood Investment Management
Massachusetts
$421K
PP
899
PrairieView Partners
Minnesota
$416K -$32.6K -240 -7%
OWP
900
Obermeyer Wealth Partners
Colorado
$414K +$414K +3,042 New