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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 %
BAM
1151
Baldrige Asset Management
Pennsylvania
$181K
MG
1152
MilWealth Group
Wisconsin
$179K
SAM
1153
S.A. Mason
Michigan
$174K
HFS
1154
Hantz Financial Services
Michigan
$171K +$96K +707 +128%
AA
1155
Addison Advisors
Vermont
$170K
PCA
1156
Providence Capital Advisors
North Carolina
$169K
TSWM
1157
Tyler-Stone Wealth Management
Ohio
$168K -$1.22K -9 -0.7%
MPCG
1158
Matrix Private Capital Group
New York
$167K
MTIC
1159
Missouri Trust & Investment Company
Missouri
$166K
ST
1160
Smithfield Trust
Pennsylvania
$160K +$107K +790 +203%
CCA
1161
Column Capital Advisors
Indiana
$153K
CWM
1162
Cranbrook Wealth Management
Michigan
$151K
BWP
1163
Baldwin Wealth Partners
Massachusetts
$151K
MDCM
1164
Morgan Dempsey Capital Management
Wisconsin
$149K -$24.3K -178 -14%
POIA
1165
Pin Oak Investment Advisors
Texas
$147K
SMA
1166
Sage Mountain Advisors
Georgia
$145K
WBC
1167
West Branch Capital
Massachusetts
$144K
CF
1168
Centaurus Financial
California
$141K +$1.22K +9 +0.9%
PG
1169
Proffitt & Goodson
Tennessee
$140K
HWMA
1170
Heritage Wealth Management (Arizona)
Arizona
$139K
TFM
1171
TFC Financial Management
Massachusetts
$134K
MIM
1172
MTM Investment Management
South Carolina
$131K
SWM
1173
Sugarloaf Wealth Management
Georgia
$130K
AWM
1174
Abound Wealth Management
Tennessee
$128K +$3.81K +28 +3%
HNWAG
1175
High Net Worth Advisory Group
Florida
$128K -$678 -5 -0.5%