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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.

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 Market Value Shares Shares
Change
Shares
Change %
SFC
1251
SYM Financial Corp
Indiana
$21K 153 -94 -38%
BAM
1252
Bellevue Asset Management
Washington
$21K 150
Bank of Montreal
1253
Bank of Montreal
Ontario, Canada
$20.9K 131,974 -71,803 -35%
ZIG
1254
Zullo Investment Group
Pennsylvania
$20K 150
PPWM
1255
PFG Private Wealth Management
Florida
$18K 132
EL
1256
EMFO LLC
Florida
$18K 131
AIA
1257
Armor Investment Advisors
North Carolina
$18K 135
HAS
1258
HBW Advisory Services
California
$18K 135 +135 New
KFS
1259
Kelly Financial Services
Massachusetts
$17.5K 129 +129 New
PCTC
1260
Perkins Coie Trust Company
Washington
$17K 125
CMBA
1261
C.M. Bidwell & Associates
Hawaii
$17K 124
TCM
1262
Tanaka Capital Management
New York
$17K 123
FWA
1263
FSC Wealth Advisors
New York
$16K 116
TFP
1264
Tilia Fiduciary Partners
North Carolina
$16K 116
HBW
1265
Hazlett, Burt & Watson
West Virginia
$16K 120 +1 +0.8%
MBFW
1266
Morton Brown Family Wealth
Pennsylvania
$15K 108
BCM
1267
Blume Capital Management
California
$14K 100 -151 -60%
PIP
1268
Peachtree Investment Partners
Florida
$14K 105
LFA
1269
Legend Financial Advisors
Pennsylvania
$13.6K 100 +100 New
IFAM
1270
Institutional & Family Asset Management
Colorado
$13K 98
VCM
1271
Versant Capital Management
Arizona
$13K 92
SAM
1272
Selway Asset Management
$13K 92 +92 New
FCAG
1273
First Capital Advisors Group
New Jersey
$13K 92 +92 New
WWP
1274
WR Wealth Planners
Missouri
$12.5K 92
FSWA
1275
Financial Synergies Wealth Advisors
Texas
$12K 89 +89 New