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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 %
CWM
976
C2C Wealth Management
Arizona
$328K
EVC
977
Eidelman Virant Capital
Missouri
$326K
DFC
978
DB Fitzpatrick & Co
Idaho
$325K -$27.2K -200 -8%
FFA
979
Fi3 Financial Advisors
Indiana
$324K
FCA
980
FinTrust Capital Advisors
South Carolina
$324K +$31.3K +219 +11%
NAS
981
Nicolet Advisory Services
Wisconsin
$321K +$18.4K +133 +6%
UWM
982
USAdvisors Wealth Management
Minnesota
$320K
EDRH
983
Edmond de Rothschild Holding
Switzerland
$319K +$25.4K +187 +9%
RWMH
984
Riverpoint Wealth Management Holdings
Illinois
$318K +$318K +2,340 New
HP
985
HT Partners
Connecticut
$316K
JSW
986
Journey Strategic Wealth
New Jersey
$316K +$8.17K +60 +3%
FA
987
Financial Advisors
Massachusetts
$314K
HFS
988
Heritage Financial Services
Massachusetts
$313K
Schroder Investment Management Group
989
Schroder Investment Management Group
United Kingdom
$313K
WH
990
Willner & Heller
California
$312K +$2.04K +15 +0.7%
CA
991
CGN Advisors
Kansas
$312K +$312K +2,296 New
BBPWM
992
Blue Bell Private Wealth Management
Pennsylvania
$311K
PFA
993
Peak Financial Advisors
Colorado
$311K +$311K +2,284 New
RIA
994
Regal Investment Advisors
Michigan
$310K -$78.7K -579 -20%
AIC
995
Archer Investment Corporation
Indiana
$309K -$3.13K -23 -1%
RF
996
Rollins Financial
Georgia
$307K +$1.09K +8 +0.4%
ESB
997
Essex Savings Bank
Connecticut
$306K -$2.72K -20 -0.9%
MFS
998
McNamara Financial Services
Massachusetts
$305K +$1.63K +12 +0.5%
WPA
999
West Paces Advisors
Georgia
$303K
SC
1000
Schoolcraft Capital
Colorado
$303K +$272 +2 +0.1%