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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 %
FIM
901
Fernwood Investment Management
Massachusetts
$449K
NL
902
Navalign LLC
California
$444K
PCMC
903
Private Capital Management (Colorado)
Colorado
$441K
WLPWM
904
Walled Lake Planning & Wealth Management
Illinois
$440K -$13.2K -91 -3%
IA
905
Insight Advisors
Pennsylvania
$439K +$9.08K +59 +2%
LIM
906
Leavell Investment Management
Alabama
$439K +$38.5K +266 +10%
MSAM
907
Moloney Securities Asset Management
Missouri
$435K +$5.5K +38 +1%
RWP
908
RWA Wealth Partners
Massachusetts
$433K +$26.9K +186 +7%
SPP
909
Single Point Partners
Massachusetts
$431K -$605K -4,177 -58%
TSWM
910
Triangle Securities Wealth Management
North Carolina
$431K +$4.64K +32 +1%
PIA
911
Perennial Investment Advisors
California
$431K +$45.9K +317 +12%
MPWT
912
MassMutual Private Wealth & Trust
Connecticut
$430K -$14.5K -100 -3%
SW
913
SteelPeak Wealth
California
$424K -$16.9K -117 -4%
SCP
914
Syntal Capital Partners
Texas
$424K
WCM
915
WealthBridge Capital Management
Ohio
$424K +$23.6K +163 +6%
DC
916
Davenport & Co
Virginia
$423K +$27.2K +188 +7%
HC
917
Hamilton Capital
Ohio
$422K +$422K +2,911 New
MC
918
Moors & Cabot
Massachusetts
$419K -$160K -1,101 -28%
OPW
919
Oxler Private Wealth
New York
$417K +$1.89K +13 +0.5%
VVP
920
Venture Visionary Partners
Ohio
$417K +$18.1K +125 +5%
ECM
921
Evergreen Capital Management
Washington
$415K -$128K -883 -24%
RIA
922
Regal Investment Advisors
Michigan
$415K -$66.7K -460 -14%
MOS
923
MGO One Seven
Ohio
$415K +$136K +936 +49%
TAM
924
Townsend Asset Management
North Carolina
$414K +$1.16K +8 +0.3%
ATC
925
Adirondack Trust Company
New York
$413K +$214K +1,479 +108%