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iShares Russell 2000 Value ETF

664 hedge funds and large institutions have $4.75B invested in iShares Russell 2000 Value ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 212 increasing their positions, 272 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
-74
Holders Change %
-10.03%
% of All Funds
14.67%
Holding in Top 10
28
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-33.33%
% of All Funds
0.62%
New
66
Increased
212
Reduced
272
Closed
129
Calls
$6.78M
Puts
$4.65M
Net Calls
+$2.14M
Net Calls Change
-$4.19M
Name Holding Trade Value Shares
Change
Shares
Change %
FPIS
226
Financial Planning & Information Services
Wisconsin
$1.24M +$24.9K +303 +2%
SG Americas Securities
227
SG Americas Securities
New York
$1.23M +$410K +5,000 +50%
SWM
228
Shakespeare Wealth Management
Wisconsin
$1.22M +$156K +1,899 +15%
MPWT
229
MassMutual Private Wealth & Trust
Connecticut
$1.17M -$1.29M -15,772 -52%
CAW
230
Cornerstone Advisors (Washington)
Washington
$1.17M +$1.17M +14,242 New
BPA
231
Beacon Pointe Advisors
California
$1.16M +$489K +5,953 +72%
KWM
232
Keebeck Wealth Management
Illinois
$1.16M +$465K +5,670 +67%
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$1.15M +$1.03M +12,574 +847%
GWM
234
Geneos Wealth Management
Colorado
$1.14M +$31.9K +393 +3%
CFB
235
Cullen/Frost Bankers
Texas
$1.13M -$242K -2,952 -18%
LFG
236
LifePlan Financial Group
Ohio
$1.1M -$5K -61 -0.5%
DI
237
Disciplined Investments
Oklahoma
$1.09M -$80.6K -983 -7%
CCT
238
Chemung Canal Trust
New York
$1.09M -$18.1K -221 -2%
Millennium Management
239
Millennium Management
New York
$1.08M -$12.9M -157,506 -92%
ATC
240
Argent Trust Co
Tennessee
$1.07M -$16.8K -205 -2%
EWM
241
Evercore Wealth Management
New York
$1.06M -$318K -3,880 -23%
FHA
242
First Horizon Advisors
Tennessee
$1.05M -$397K -4,850 -27%
PFP
243
Pinnacle Financial Partners
Tennessee
$1.01M -$308K -3,761 -23%
CCM
244
Carlson Capital Management
Minnesota
$989K +$989K +11,617 New
FMBTD
245
First Midwest Bank Trust Division
Illinois
$980K -$713K -8,700 -42%
WDL
246
Well Done LLC
Michigan
$979K +$459K +5,593 +88%
CIC
247
Carnegie Investment Counsel
Ohio
$974K -$42.2K -514 -4%
HF
248
HRT Financial
New York
$965K -$939K -11,457 -49%
MAS
249
Managed Account Services
Florida
$937K -$295K -3,971 -24%
CIM
250
Confluence Investment Management
Missouri
$933K +$933K +11,379 New