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iShares Russell 1000 Value ETF

1,372 hedge funds and large institutions have $46B invested in iShares Russell 1000 Value ETF in 2022 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 498 increasing their positions, 466 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,372
Holders Change
-7
Holders Change %
-0.51%
% of All Funds
21.71%
Holding in Top 10
111
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.72%
% of All Funds
1.76%
New
110
Increased
498
Reduced
466
Closed
94
Calls
$46.1M
Puts
$244M
Net Calls
-$198M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
1151
PBMares Wealth Management
Virginia
$254K -$55.4K -334 -18%
CWM
1152
Chesapeake Wealth Management
Virginia
$253K -$2.16K -13 -0.8%
MF
1153
Manchester Financial
California
$253K
VFIC
1154
Valley Forge Investment Consultants
Pennsylvania
$253K
GWM
1155
Greenhouse Wealth Management
Connecticut
$253K +$664 +4 +0.3%
CAG
1156
Csenge Advisory Group
Florida
$251K -$184K -1,107 -42%
DY
1157
Dowling & Yahnke
California
$251K +$7.3K +44 +3%
FIA
1158
Foundations Investment Advisors
Arizona
$251K +$251K +1,519 New
AG
1159
Ascent Group
Virginia
$250K -$70.9K -427 -22%
BFC
1160
Bedel Financial Consulting
Indiana
$250K +$2.82K +17 +1%
FAG
1161
Fortitude Advisory Group
Washington
$250K +$21.9K +132 +10%
EIA
1162
Edgemoor Investment Advisors
Maryland
$250K +$250K +1,506 New
WT
1163
Washington Trust
Rhode Island
$248K
TWP
1164
Total Wealth Planning
Ohio
$248K +$248K +1,492 New
FWM
1165
Fingerlakes Wealth Management
New York
$247K +$1.33K +8 +0.5%
LIM
1166
Lathrop Investment Management
Arkansas
$244K
BZWA
1167
Blue Zone Wealth Advisors
California
$244K +$244K +1,470 New
PCI
1168
Planning Center Inc
Illinois
$243K
RWP
1169
Ridgecrest Wealth Partners
California
$242K
JGIA
1170
Jackson Grant Investment Advisers
Connecticut
$242K +$10.6K +64 +5%
EK
1171
Evensky & Katz
Florida
$241K +$332 +2 +0.1%
CSB
1172
City State Bank
Iowa
$240K +$10.8K +65 +5%
Luther King Capital Management (LKCM)
1173
Luther King Capital Management (LKCM)
Texas
$238K -$258K
HWM
1174
Howard Wealth Management
Connecticut
$238K
STB
1175
S&T Bank
Pennsylvania
$237K