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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 %
KMWM
1126
Keudell/Morrison Wealth Management
Oregon
$289K +$289K +1,907 New
FCMT
1127
Founders Capital Management (Texas)
Texas
$289K
MAWA
1128
Moss Adams Wealth Advisors
Washington
$287K +$287K +1,890 New
IWA
1129
Inspirion Wealth Advisors
Illinois
$286K -$16.1K -106 -5%
SCA
1130
St. Clair Advisors
Ohio
$286K +$286K +1,885 New
AMC
1131
Asset Management Corp
Illinois
$285K
EP
1132
Eudaimonia Partners
Tennessee
$285K +$285K +1,878 New
MCM
1133
Morton Capital Management
California
$284K
WMP
1134
Wealth Management Partners
Arizona
$283K
LG
1135
LaFleur & Godfrey
Michigan
$282K +$7.58K +50 +3%
LWM
1136
Laidlaw Wealth Management
New York
$282K
MA
1137
MCF Advisors
Kentucky
$281K -$4.25K -28 -1%
EIP
1138
Easterly Investment Partners
Massachusetts
$281K +$281K +1,851 New
MWP
1139
Madison Wealth Partners
Wisconsin
$281K +$152 +1 +0.1%
SAM
1140
Secure Asset Management
Michigan
$280K -$90.8K -599 -24%
PPW
1141
PACK Private Wealth
Minnesota
$279K
NCM
1142
Noesis Capital Mangement
Florida
$279K
PFWA
1143
Paces Ferry Wealth Advisors
Georgia
$278K +$278K +1,832 New
SIA
1144
Soltis Investment Advisors
Utah
$277K +$8.19K +54 +3%
ECA
1145
Elevated Capital Advisors
Utah
$276K +$276K +1,819 New
CBFP
1146
Cedar Brook Financial Partners
Ohio
$276K +$3.64K +24 +1%
CPFP
1147
Clear Perspectives Financial Planning
Ohio
$276K -$117K -772 -30%
AMBIA
1148
Allen Mooney & Barnes Investment Advisors
Georgia
$275K
FNB
1149
Farmers National Bank
Kentucky
$275K -$8.04K -53 -3%
SF
1150
SBK Financial
Virginia
$273K