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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 %
WTFG
1001
Wells Trecaso Financial Group
Ohio
$303K
KA
1002
Klingman & Associates
New York
$302K -$170K -1,245 -36%
Koshinski Asset Management
1003
Koshinski Asset Management
Illinois
$302K
3LCM
1004
3D/L Capital Management
Connecticut
$299K -$39.2K -288 -12%
ECM
1005
ExodusPoint Capital Management
New York
$299K
GC
1006
Gibson Capital
Pennsylvania
$299K +$8.53K +63 +3%
S
1007
Surevest
California
$297K
TIA
1008
Traphagen Investment Advisors
New Jersey
$297K +$37.3K +274 +14%
FSA
1009
Fort Sheridan Advisors
Illinois
$296K +$1.63K +12 +0.6%
OFA
1010
Oak Family Advisors
Illinois
$295K
FPCG
1011
Forum Private Client Group
Indiana
$287K
PWW
1012
Pettyjohn Wood & White
Virginia
$286K
FIA
1013
Foundations Investment Advisors
Arizona
$286K +$286K +2,102 New
MWA
1014
Meridian Wealth Advisors
Texas
$285K
AFM
1015
Andesa Financial Management
Pennsylvania
$285K +$32.6K +240 +13%
MFA
1016
McClarren Financial Advisors
Pennsylvania
$284K +$284K +2,091 New
JFA
1017
JNBA Financial Advisors
Minnesota
$283K -$17.7K -130 -6%
SA
1018
Sicart Associates
New York
$283K
MW
1019
MBL Wealth
North Carolina
$281K +$30.3K +223 +12%
CCG
1020
Coastwise Capital Group
California
$281K +$281K +2,064 New
PP
1021
PDS Planning
Ohio
$280K
CF
1022
Clarity Financial
Texas
$280K +$19.7K +145 +8%
CFGS
1023
Concourse Financial Group Securities
Alabama
$277K -$136 -1 -0%
VC
1024
Veracity Capital
Georgia
$275K -$718K -5,285 -72%
Invesco
1025
Invesco
Georgia
$272K +$272K +2,003 New