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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 %
OHWP
926
Oak Harbor Wealth Partners
North Carolina
$407K
MC
927
Matisse Capital
Oregon
$406K
FC
928
Forte Capital
New York
$405K -$13.8K -95 -3%
HWA
929
HCR Wealth Advisors
California
$403K
PL
930
Plancorp LLC
Missouri
$399K -$104K -715 -21%
MCP
931
Mirador Capital Partners
California
$396K +$18.6K +128 +5%
APW
932
Acima Private Wealth
Virginia
$394K
TCA
933
Transcend Capital Advisors
New Jersey
$394K +$31.4K +217 +9%
FC
934
Fusion Capital
South Carolina
$393K -$4.5K -31 -1%
BA
935
Bristlecone Advisors
Washington
$391K -$21.8K -150 -5%
CAN
936
Claraphi Advisory Network
United States
$388K -$3.19K -22 -0.8%
BWA
937
BDO Wealth Advisors
Florida
$387K -$43.5K -300 -10%
BBNA
938
Bremer Bank National Association
Minnesota
$385K +$4.78K +33 +1%
MSA
939
Marino Stram & Associates
Massachusetts
$383K +$145 +1 +0%
FNT
940
First National Trust
Pennsylvania
$383K +$7.67K +53 +2%
BLC
941
Brown, Lisle/Cummings
Rhode Island
$383K -$67.1K -463 -15%
BFA
942
Bragg Financial Advisors
North Carolina
$382K -$43K -297 -10%
BI
943
Berkeley Inc
Idaho
$382K +$145 +1 +0%
PAI
944
Pittenger & Anderson Inc
Nebraska
$377K
DFC
945
DB Fitzpatrick & Co
Idaho
$376K -$3.48K -24 -0.9%
ACM
946
Advisors Capital Management
New Jersey
$376K +$23.4K +161 +7%
OWM
947
Orgel Wealth Management
Wisconsin
$374K +$96.1K +663 +35%
PPW
948
Pasadena Private Wealth
California
$373K -$3.19K -22 -0.8%
BFC
949
Bedel Financial Consulting
Indiana
$373K +$155K +1,066 +71%
LHC
950
Little House Capital
Massachusetts
$372K +$372K +2,564 New