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iShares Russell 1000 Value ETF

1,456 hedge funds and large institutions have $46.7B invested in iShares Russell 1000 Value ETF in 2022 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 536 increasing their positions, 409 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,456
Holders Change
+143
Holders Change %
+10.89%
% of All Funds
23.49%
Holding in Top 10
116
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.42%
% of All Funds
1.87%
New
219
Increased
536
Reduced
409
Closed
48
Calls
$17.3M
Puts
$13.9M
Net Calls
+$3.37M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
1026
Paragon Advisors
Texas
$380K +$380K +2,509 New
ACI
1027
Alpha Cubed Investments
California
$378K +$378K +2,494 New
TIM
1028
Tortoise Investment Management
New York
$377K
HC
1029
Hourglass Capital
Texas
$376K +$1.97K +13 +0.5%
BLC
1030
Brown, Lisle/Cummings
Rhode Island
$376K -$79.3K -523 -17%
ST
1031
Spinnaker Trust
Maine
$373K -$9.1K -60 -2%
RMC
1032
Regis Management Company
California
$372K
Capital World Investors
1033
Capital World Investors
California
$371K +$371K +2,440 New
CFP
1034
Curran Financial Partners
South Carolina
$371K +$3.19K +21 +0.9%
EC
1035
EdgeRock Capital
Colorado
$369K
RDWM
1036
Red Door Wealth Management
Tennessee
$369K
PA
1037
PFG Advisors
Arizona
$367K -$9.86K -65 -3%
WP
1038
WealthSource Partners
California
$363K +$363K +2,392 New
OA
1039
Operose Advisors
Wisconsin
$362K +$298K +1,965 +465%
JC
1040
Jentner Corp
Ohio
$362K -$9.71K -64 -3%
UWM
1041
USAdvisors Wealth Management
Minnesota
$361K +$4.1K +27 +1%
BHPW
1042
Beverly Hills Private Wealth
California
$361K +$361K +2,379 New
OWM
1043
Orgel Wealth Management
Wisconsin
$361K -$30.8K -203 -8%
WCM
1044
WealthBridge Capital Management
Ohio
$361K -$83.6K -551 -19%
PCM
1045
Parsons Capital Management
Rhode Island
$357K +$131K +863 +58%
CW
1046
Connectus Wealth
Ohio
$356K -$11.6K -76 -3%
MMPW
1047
Mitchell McLeod Pugh & Williams
Alabama
$355K +$355K +2,342 New
ST
1048
Sabal Trust
Florida
$355K +$355K +2,340 New
RWMH
1049
Riverpoint Wealth Management Holdings
Illinois
$355K
TI
1050
Truepoint Inc
Ohio
$354K -$126K -831 -26%