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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 %
MAM
1301
McCarthy Asset Management
California
$45K +$166 +1 +0.4%
OA
1302
Operose Advisors
Wisconsin
$44K -$21.8K -130 -33%
NSIM
1303
North Star Investment Management
Illinois
$44K -$14.9K -91 -25%
SSC
1304
Syverson Strege & Co
Iowa
$44K
AssetMark Inc
1305
AssetMark Inc
California
$44K +$29.6K +178 +205%
PSB
1306
Piscataqua Savings Bank
New Hampshire
$43K
OAJ
1307
Ogorek Anthony Joseph
New York
$42K
AP
1308
Atwood & Palmer
Missouri
$41K
JHCP
1309
Jackson Hole Capital Partners
Oklahoma
$41K
GFPC
1310
Global Financial Private Client
Florida
$39.2K
LWP
1311
Laurel Wealth Planning
Minnesota
$39K +$3.17K +19 +9%
DC
1312
DeDora Capital
California
$36K +$36K +219 New
AWM
1313
Aberdeen Wealth Management
Illinois
$33K
JPLA
1314
Joseph P. Lucia & Associates
New York
$33K +$33K +200 New
AWM
1315
Accel Wealth Management
Iowa
$32K
AW
1316
Avion Wealth
Texas
$32K +$2.3K +14 +8%
RG
1317
Retirement Group
California
$29K
CFFP
1318
Center for Financial Planning
Michigan
$29K
LSA
1319
Lansing Street Advisors
Pennsylvania
$29K +$29K +174 New
EA
1320
Evolution Advisers
Virginia
$28K
BAM
1321
Bellevue Asset Management
Washington
$25K
ZIG
1322
Zullo Investment Group
Pennsylvania
$25K
SFC
1323
SYM Financial Corp
Indiana
$25K
RCM
1324
Raleigh Capital Management
North Carolina
$25K +$25K +150 New
YAL
1325
Your Advocates Ltd
Texas
$23K