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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 %
WPC
951
Wedmont Private Capital
Pennsylvania
$347K
AWM
952
AAF Wealth Management
Massachusetts
$343K +$1.5K +11 +0.4%
ST
953
Spinnaker Trust
Maine
$343K
OIM
954
Oder Investment Management
California
$343K
AssetMark Inc
955
AssetMark Inc
California
$343K +$99.1K +728 +41%
AWMG
956
Alliance Wealth Management Group
New Jersey
$342K
EWA
957
Exencial Wealth Advisors
Oklahoma
$342K +$2.99K +22 +0.9%
PWS
958
Private Wealth Strategies
Ohio
$342K +$342K +2,515 New
Jane Street
959
Jane Street
New York
$341K -$340K -2,502 -50%
EWA
960
EverSource Wealth Advisors
Alabama
$341K +$48.1K +354 +16%
RT
961
Rockland Trust
Massachusetts
$340K -$3.81K -28 -1%
KIG
962
Kowal Investment Group
Wisconsin
$340K +$2.04K +15 +0.6%
TIM
963
Tortoise Investment Management
New York
$338K
PA
964
PFG Advisors
Arizona
$338K +$338K +2,482 New
HC
965
Hourglass Capital
Texas
$336K
RMC
966
Regis Management Company
California
$334K
JC
967
Jentner Corp
Ohio
$333K
SAM
968
Secure Asset Management
Michigan
$333K
EC
969
EdgeRock Capital
Colorado
$331K -$7.21K -53 -2%
CPIA
970
Cornell Pochily Investment Advisors
New York
$330K
RDWM
971
Red Door Wealth Management
Tennessee
$330K
CFP
972
Curran Financial Partners
South Carolina
$330K +$1.23K +9 +0.4%
CW
973
Connectus Wealth
Ohio
$329K -$3.14M -23,016 -91%
SBL
974
Sargent Bickham Lagudis
Colorado
$329K -$2.29M -16,838 -87%
FHA
975
Flagship Harbor Advisors
Massachusetts
$329K