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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 %
TCA
926
Transcend Capital Advisors
New Jersey
$380K +$9.8K +72 +3%
HWA
927
HCR Wealth Advisors
California
$378K
KIA
928
KCM Investment Advisors
California
$375K -$47.7K -351 -11%
LHC
929
Little House Capital
Massachusetts
$375K +$26.5K +195 +8%
PL
930
Plancorp LLC
Missouri
$374K
BWA
931
BDO Wealth Advisors
Florida
$372K +$9.78K +72 +3%
SWM
932
SeaCrest Wealth Management
New York
$371K +$68.2K +501 +23%
APW
933
Acima Private Wealth
Virginia
$370K
Walleye Trading
934
Walleye Trading
New York
$367K +$367K +2,700 New
MSA
935
Marino Stram & Associates
Massachusetts
$365K +$5.98K +44 +2%
CC
936
Cypress Capital
Tennessee
$361K -$727K -5,343 -67%
BBNA
937
Bremer Bank National Association
Minnesota
$361K
FC
938
Fusion Capital
South Carolina
$359K -$9.53K -70 -3%
BI
939
Berkeley Inc
Idaho
$359K +$272 +2 +0.1%
TFGT
940
TS Financial Group (TSFG)
Illinois
$357K +$13.6K +100 +4%
MCP
941
Mirador Capital Partners
California
$356K -$15.8K -116 -4%
PAI
942
Pittenger & Anderson Inc
Nebraska
$354K
CPFP
943
Clear Perspectives Financial Planning
Ohio
$352K -$121K -890 -26%
CIC
944
Chilton Investment Company
Connecticut
$352K +$352K +2,592 New
OWM
945
Orgel Wealth Management
Wisconsin
$351K
BA
946
Bristlecone Advisors
Washington
$350K -$16.3K -120 -4%
PPW
947
Pasadena Private Wealth
California
$350K
SHFA
948
SC&H Financial Advisors
Maryland
$350K +$1.36K +10 +0.4%
NRI
949
NFP Retirement Inc
California
$349K
MFG
950
Merit Financial Group
Georgia
$348K +$30.4K +223 +10%