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iShares Russell 1000 Value ETF

1,340 hedge funds and large institutions have $40.4B invested in iShares Russell 1000 Value ETF in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 493 increasing their positions, 450 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
-32
Holders Change %
-2.33%
% of All Funds
22.66%
Holding in Top 10
114
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.7%
% of All Funds
1.93%
New
91
Increased
493
Reduced
450
Closed
105
Calls
$96M
Puts
$14.9M
Net Calls
+$81.1M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
1126
JFG Wealth Management
Colorado
$225K +$225K +1,553 New
EBT
1127
Enterprise Bank & Trust
Massachusetts
$223K
PCM
1128
Poehling Capital Management
Wisconsin
$222K -$1.8M -12,428 -89%
PWM
1129
PBMares Wealth Management
Virginia
$222K
GWM
1130
Greenhouse Wealth Management
Connecticut
$222K +$581 +4 +0.3%
Kovitz Investment Group Partners
1131
Kovitz Investment Group Partners
Illinois
$221K -$4.2K -29 -2%
VFIC
1132
Valley Forge Investment Consultants
Pennsylvania
$221K
CWM
1133
Chesapeake Wealth Management
Virginia
$221K
DY
1134
Dowling & Yahnke
California
$219K
FAG
1135
Fortitude Advisory Group
Washington
$219K +$580 +4 +0.3%
EIA
1136
Edgemoor Investment Advisors
Maryland
$218K
EA
1137
Eudaimonia Advisors
Tennessee
$216K -$173K -1,196 -45%
WT
1138
Washington Trust
Rhode Island
$216K
MF
1139
Manchester Financial
California
$215K -$5.51K -38 -2%
BSA
1140
Braun Stacey Associates
New York
$213K -$17K -117 -7%
PCI
1141
Planning Center Inc
Illinois
$213K
LIM
1142
Lathrop Investment Management
Arkansas
$213K
CFA
1143
Camarda Financial Advisors
Florida
$213K +$213K +1,471 New
RWP
1144
Ridgecrest Wealth Partners
California
$212K
JGIA
1145
Jackson Grant Investment Advisers
Connecticut
$212K +$725 +5 +0.3%
BCA
1146
Bay Colony Advisors
Massachusetts
$212K +$6.35K +41 +3%
EP
1147
Edgestream Partners
New Jersey
$211K -$518K -3,577 -71%
MRCM
1148
M&R Capital Management
New Jersey
$210K -$64.5K -446 -23%
MWM
1149
Merriman Wealth Management
Washington
$210K -$34.9K -241 -14%
CSB
1150
City State Bank
Iowa
$210K