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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 %
LWM
1051
LJI Wealth Management
Indiana
$353K +$353K +2,330 New
HP
1052
HT Partners
Connecticut
$352K
IAS
1053
Insigneo Advisory Services
Florida
$352K +$352K +2,321 New
WH
1054
Willner & Heller
California
$350K +$2.28K +15 +0.7%
ACM
1055
Advisors Capital Management
New Jersey
$350K -$70.5K -465 -17%
HFS
1056
Heritage Financial Services
Massachusetts
$350K
SMA
1057
Sage Mountain Advisors
Georgia
$349K +$188K +1,238 +116%
VNB
1058
Virginia National Bank
Virginia
$348K -$293K -1,933 -46%
BBPWM
1059
Blue Bell Private Wealth Management
Pennsylvania
$347K
PFA
1060
Peak Financial Advisors
Colorado
$346K
ISWM
1061
Independent Solutions Wealth Management
New York
$344K +$344K +2,271 New
PIA
1062
Petredis Investment Advisors
Pennsylvania
$344K +$344K +2,268 New
DFC
1063
DB Fitzpatrick & Co
Idaho
$342K -$20.9K -138 -6%
YIA
1064
YHB Investment Advisors
Connecticut
$340K +$59.4K +392 +21%
MFS
1065
McNamara Financial Services
Massachusetts
$340K
RT
1066
Rockland Trust
Massachusetts
$340K -$39.8K -262 -10%
CBT
1067
CoreFirst Bank & Trust
Kansas
$340K +$273K +1,800 +409%
LTL
1068
Lowery Thomas LLC
California
$339K -$219K -1,444 -39%
SC
1069
Schoolcraft Capital
Colorado
$338K
WTFG
1070
Wells Trecaso Financial Group
Ohio
$337K -$1.37K -9 -0.4%
HCM
1071
Hollencrest Capital Management
California
$337K +$68.2K +450 +25%
KA
1072
Klingman & Associates
New York
$336K
GC
1073
Gibson Capital
Pennsylvania
$335K
LA
1074
Legacy Advisors
Pennsylvania
$334K -$156K -1,027 -32%
PWA
1075
Phoenix Wealth Advisors
North Carolina
$334K +$43.2K +285 +15%