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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 %
BHWM
1076
Beaird Harris Wealth Management
Texas
$241K -$7.2K -53 -3%
RP
1077
Rice Partnership
Hawaii
$241K
HCM
1078
Hollencrest Capital Management
California
$241K
SIA
1079
Soltis Investment Advisors
Utah
$241K +$241K +1,774 New
MCCP
1080
Mission Creek Capital Partners
California
$240K -$16.7K -123 -7%
BWM
1081
BCS Wealth Management
Tennessee
$240K
WDG
1082
Wealth Dimensions Group
Ohio
$240K +$408 +3 +0.2%
VWM
1083
Vigilare Wealth Management
Arizona
$240K +$1.63K +12 +0.7%
LAM
1084
Lyrical Asset Management
New York
$239K -$2.64M -19,432 -92%
CWM
1085
CCG Wealth Management
California
$239K +$17.9K +132 +8%
BA
1086
Bridge Advisory
California
$236K +$8.83K +65 +4%
AAM
1087
Austin Asset Management
Texas
$235K +$235K +1,731 New
RWM
1088
Rockwood Wealth Management
Pennsylvania
$234K
BCMLT
1089
Beacon Capital Management LLC (Tennessee)
Tennessee
$232K
JAG
1090
Journey Advisory Group
Kentucky
$232K +$232K +1,707 New
CIBC World Market
1091
CIBC World Market
Ontario, Canada
$230K -$749K -5,497 -76%
MCM
1092
Monument Capital Management
Virginia
$230K
IFA
1093
Index Fund Advisors
California
$229K +$409 +3 +0.2%
PB
1094
Pinnacle Bancorp
Nebraska
$229K +$8.03K +59 +4%
SWM
1095
Stockman Wealth Management
Montana
$228K
MAWCM
1096
Mine & Arao Wealth Creation & Management
California
$228K
CSIC
1097
Clifford Swan Investment Counsel
California
$228K
IF
1098
Intrua Financial
Texas
$227K -$544 -4 -0.2%
AWAP
1099
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$227K
APC
1100
Aspire Private Capital
North Carolina
$226K