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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 %
GWM
1126
Greenhouse Wealth Management
Connecticut
$208K
VFIC
1127
Valley Forge Investment Consultants
Pennsylvania
$207K
DY
1128
Dowling & Yahnke
California
$206K
MRCM
1129
M&R Capital Management
New Jersey
$206K +$9.47K +70 +5%
FNBT
1130
FineMark National Bank & Trust
Florida
$205K -$72.8K -536 -26%
ME
1131
McIlrath & Eck
Washington
$205K -$41.7K -306 -17%
FAG
1132
Fortitude Advisory Group
Washington
$205K
EIA
1133
Edgemoor Investment Advisors
Maryland
$205K
LWMT
1134
Legacy Wealth Management (Tennessee)
Tennessee
$205K +$205K +1,509 New
PP
1135
Pacifica Partners
Canada
$204K -$20.8K -146 -9%
WT
1136
Washington Trust
Rhode Island
$203K
EA
1137
Eudaimonia Advisors
Tennessee
$203K
PWP
1138
Perfromance Wealth Partners
Illinois
$203K +$11.1K +82 +6%
PCM
1139
Parsons Capital Management
Rhode Island
$203K +$203K +1,492 New
BEAM
1140
Baker Ellis Asset Management
Washington
$202K -$13.6K -100 -6%
PCI
1141
Planning Center Inc
Illinois
$201K
OHIS
1142
Oak Harvest Investment Services
Texas
$201K +$201K +1,478 New
CM
1143
Cornerstone Management
Georgia
$200K -$17K -125 -8%
HHGA
1144
Halbert Hargrove Global Advisors
California
$200K +$200K +1,474 New
JGIA
1145
Jackson Grant Investment Advisers
Connecticut
$199K +$272 +2 +0.1%
EK
1146
Evensky & Katz
Florida
$193K
NFSG
1147
Newbridge Financial Services Group
Florida
$191K -$62.4K -458 -25%
ANBT
1148
American National Bank & Trust
Texas
$186K
BCWM
1149
Bartlett & Co Wealth Management
Ohio
$182K
BC
1150
Bartlett & Co
Ohio
$182K