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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 %
BC
1201
Bartlett & Co
Ohio
$222K +$10.8K +65 +5%
BAM
1202
Baldrige Asset Management
Pennsylvania
$221K
AC
1203
Apella Capital
Connecticut
$221K
GI
1204
Gradient Investments
Minnesota
$221K +$87.6K +529 +66%
LWM
1205
Liberty Wealth Management
California
$221K +$221K +1,331 New
BCA
1206
Bay Colony Advisors
Massachusetts
$220K +$6.46K +39 +3%
GD
1207
Grandfield & Dodd
New York
$220K +$220K +1,355 New
MG
1208
MilWealth Group
Wisconsin
$218K
BCP
1209
Berkeley Capital Partners
Georgia
$218K +$218K +1,313 New
IWS
1210
Insight Wealth Strategies
California
$217K -$997 -6 -0.5%
FAM
1211
Formidable Asset Management
Ohio
$217K
MAA
1212
Matrix Asset Advisors
New York
$217K +$217K +1,309 New
SSWM
1213
Smith Salley Wealth Management
North Carolina
$214K
SAM
1214
S.A. Mason
Michigan
$212K
HHGA
1215
Halbert Hargrove Global Advisors
California
$212K +$497 +3 +0.2%
SSW
1216
Stone Summit Wealth
Florida
$211K -$78.4K -470 -27%
CW
1217
Connectus Wealth
Ohio
$210K +$210K +1,248 New
ACI
1218
Alpha Cubed Investments
California
$209K -$8.8K -53 -4%
PCA
1219
Providence Capital Advisors
North Carolina
$207K -$17.8K -107 -8%
TSWM
1220
Tyler-Stone Wealth Management
Ohio
$206K -$33.1K -200 -14%
MPCG
1221
Matrix Private Capital Group
New York
$206K -$665 -4 -0.3%
LG
1222
LaFleur & Godfrey
Michigan
$205K +$205K +1,237 New
MDCM
1223
Morgan Dempsey Capital Management
Wisconsin
$204K -$102K -617 -33%
ISB
1224
Iowa State Bank
Iowa
$204K
BIC
1225
Beach Investment Counsel
Pennsylvania
$203K