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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 %
NRI
951
NFP Retirement Inc
California
$372K +$90.3K +623 +32%
SHFA
952
SC&H Financial Advisors
Maryland
$371K -$14.2K -98 -4%
KPW
953
Kore Private Wealth
New York
$370K -$3.17M -21,912 -90%
WPC
954
Wedmont Private Capital
Pennsylvania
$370K -$29K -200 -7%
RCA
955
Resonant Capital Advisors
Wisconsin
$369K
RT
956
Rockland Trust
Massachusetts
$367K -$99.4K -685 -21%
AIS
957
American Investment Services
Massachusetts
$367K
OIM
958
Oder Investment Management
California
$366K
TFGT
959
TS Financial Group (TSFG)
Illinois
$366K +$41.6K +287 +13%
ST
960
Spinnaker Trust
Maine
$365K +$17.1K +118 +5%
AWM
961
AAF Wealth Management
Massachusetts
$364K +$870 +6 +0.2%
AWMG
962
Alliance Wealth Management Group
New Jersey
$364K
EWA
963
Exencial Wealth Advisors
Oklahoma
$362K -$27.6K -190 -7%
EC
964
EdgeRock Capital
Colorado
$361K +$361K +2,488 New
3LCM
965
3D/L Capital Management
Connecticut
$360K -$5.36K -37 -1%
TIM
966
Tortoise Investment Management
New York
$360K
KIG
967
Kowal Investment Group
Wisconsin
$360K +$61.8K +426 +21%
HC
968
Hourglass Capital
Texas
$358K -$19.6K -135 -5%
RMC
969
Regis Management Company
California
$356K
SAM
970
Secure Asset Management
Michigan
$355K -$14.5K -100 -4%
JC
971
Jentner Corp
Ohio
$355K
BRC
972
Bell Rock Capital
Delaware
$355K +$355K +2,448 New
RDWM
973
Red Door Wealth Management
Tennessee
$352K -$11K -76 -3%
CPIA
974
Cornell Pochily Investment Advisors
New York
$352K
FHA
975
Flagship Harbor Advisors
Massachusetts
$351K -$725 -5 -0.2%