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iShares Russell 1000 Value ETF

1,340 hedge funds and large institutions have $40.4B invested in iShares Russell 1000 Value ETF in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 493 increasing their positions, 450 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
-32
Holders Change %
-2.33%
% of All Funds
22.66%
Holding in Top 10
114
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.7%
% of All Funds
1.93%
New
91
Increased
493
Reduced
450
Closed
105
Calls
$96M
Puts
$14.9M
Net Calls
+$81.1M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Shares
Change %
MFT
1201
Moisand Fitzgerald Tamayo
Florida
$137K +$137K +943 New
AWM
1202
Abound Wealth Management
Tennessee
$133K
SWM
1203
Selective Wealth Management
Virginia
$130K
CFA
1204
CWS Financial Advisors
Michigan
$123K +$123K +851 New
GI
1205
Gradient Investments
Minnesota
$122K -$71.3K -492 -37%
FPFS
1206
First Personal Financial Services
North Carolina
$122K
IRC
1207
Investors Research Corp
Georgia
$111K
TWC
1208
TD Waterhouse Canada
Ontario, Canada
$111K -$2.13K -13 -2%
EW
1209
Element Wealth
Mississippi
$110K
HBT
1210
Hills Bank & Trust
Iowa
$105K
Lazard Asset Management
1211
Lazard Asset Management
New York
$101K -$578 -4 -0.6%
HPC
1212
HM Payson & Co
Maine
$101K +$101K +695 New
CFD
1213
Creative Financial Designs
Indiana
$100K -$7.12K -49 -7%
PCG
1214
Private Capital Group
Connecticut
$99K -$1.93M -13,326 -95%
SCA
1215
Stonebridge Capital Advisors
Minnesota
$93K -$59.2K -410 -39%
MHR
1216
Matthew Hamilton Rosenberg
$91K +$91K +211 New
TCOV
1217
Trust Company of Vermont
Vermont
$91K +$91K +625 New
GEA
1218
Glen Eagle Advisors
New Jersey
$90.5K
GWSG
1219
GPS Wealth Strategies Group
Colorado
$89K
SWA
1220
Sutton Wealth Advisors
Florida
$88.9K
VNA
1221
Valley National Advisers
Pennsylvania
$88K
PWC
1222
PYA Waltman Capital
Tennessee
$85K
HWA
1223
HHM Wealth Advisors
Tennessee
$83K
BW
1224
Bison Wealth
Georgia
$80K -$91.1K -625 -53%
GWMIA
1225
Global Wealth Management Investment Advisory
Florida
$80K