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iShares Russell 2000 Value ETF

866 hedge funds and large institutions have $7.94B invested in iShares Russell 2000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 273 increasing their positions, 333 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
-63
Holders Change %
-6.78%
% of All Funds
13.86%
Holding in Top 10
32
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-33.33%
% of All Funds
0.51%
New
67
Increased
273
Reduced
333
Closed
107
Calls
$6.14M
Puts
$63.1M
Net Calls
-$57M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
226
Kestra Private Wealth Services
Texas
$2.77M +$709K +5,172 +34%
VW
227
Vance Wealth
California
$2.77M +$655K +4,779 +31%
TYCC
228
Texas Yale Capital Corp
Florida
$2.77M -$151K -1,100 -5%
AWS
229
Atria Wealth Solutions
New York
$2.76M +$68.6K +501 +3%
IIC
230
Integrated Investment Consultants
Michigan
$2.73M -$132K -962 -5%
RI
231
Rinkey Investments
California
$2.7M +$2.7M +19,730 New
MCWS
232
McKinley Carter Wealth Services
West Virginia
$2.68M -$11.9M -86,822 -82%
AB
233
Atlas Brown
Kentucky
$2.68M +$442K +3,224 +20%
SFG
234
StrategIQ Financial Group
Indiana
$2.65M -$74K -540 -3%
AF
235
Advisornet Financial
Minnesota
$2.64M +$74.7K +545 +3%
WAM
236
Weinberger Asset Management
California
$2.64M +$3.7K +27 +0.1%
UB
237
UMB Bank
Missouri
$2.5M -$82.6K -603 -3%
LBC
238
Lowe Brockenbrough & Co
Virginia
$2.47M -$115K -839 -4%
EWM
239
Empirical Wealth Management
Washington
$2.45M -$387K -2,822 -14%
GWM
240
Geneos Wealth Management
Colorado
$2.45M +$7.54K +55 +0.3%
SCP
241
Stevens Capital Partners
Nebraska
$2.39M -$418K -3,050 -15%
WP
242
WealthShield Partners
North Carolina
$2.34M +$1.46M +10,655 +165%
CHC
243
City Holding Co
West Virginia
$2.34M +$8.22K +60 +0.4%
WSFS
244
Wilmington Savings Fund Society
Delaware
$2.32M -$226K -1,650 -9%
WDG
245
Wealth Dimensions Group
Ohio
$2.28M -$89.3K -652 -4%
AMG
246
Asset Management Group
Connecticut
$2.25M +$2.19K +16 +0.1%
PFO
247
Pathstone Family Office
New Jersey
$2.23M -$2.28M -16,625 -51%
KTA
248
Keeley-Teton Advisors
Illinois
$2.2M -$544K -3,970 -20%
WB
249
West Bancorporation
Iowa
$2.2M +$408K +2,978 +23%
BC
250
Bartlett & Co
Ohio
$2.19M +$38.2K +279 +2%