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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 %
SWM
1176
Stockman Wealth Management
Montana
$254K
AWAP
1177
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$253K
BWM
1178
BCS Wealth Management
Tennessee
$253K -$14.1K -93 -5%
BCMLT
1179
Beacon Capital Management LLC (Tennessee)
Tennessee
$253K +$9.4K +62 +4%
APC
1180
Aspire Private Capital
North Carolina
$252K
PB
1181
Pinnacle Bancorp
Nebraska
$251K -$3.79K -25 -1%
HT
1182
HighTower Trust
Texas
$251K +$251K +1,672 New
DA
1183
Doliver Advisors
Texas
$250K -$37.9K -250 -13%
SEEDPG
1184
S.E.E.D. Planning Group
New York
$250K
CF
1185
Centaurus Financial
California
$250K +$92.4K +610 +59%
WA
1186
Wambolt & Associates
Colorado
$250K +$250K +1,648 New
BSA
1187
Braun Stacey Associates
New York
$250K +$250K +1,647 New
MFA
1188
Mayflower Financial Advisors
Massachusetts
$250K -$36.2K -239 -13%
RW
1189
REDW Wealth
New Mexico
$249K -$28.5K -188 -10%
GG
1190
Greenwood Gearhart
Arkansas
$246K
EWM
1191
Executive Wealth Management
Michigan
$246K +$213K +1,402 +637%
SDWMA
1192
Schneider Downs Wealth Management Advisors
Pennsylvania
$246K +$246K +1,621 New
MC
1193
Moors & Cabot
Massachusetts
$245K -$3.79K -25 -2%
IGWM
1194
ICA Group Wealth Management
Colorado
$245K +$2.43K +16 +1%
WA
1195
Wealth Architects
California
$244K
CSB
1196
City State Bank
Iowa
$244K +$5.3K +35 +2%
SCM
1197
Shelton Capital Management
Colorado
$244K
CWG
1198
Cornerstone Wealth Group
North Carolina
$243K
B
1199
Bridgeworth
Alabama
$243K +$243K +1,599 New
MCM
1200
Monument Capital Management
Virginia
$242K -$14.3K -94 -6%