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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 %
KTA
251
Keeley-Teton Advisors
Illinois
$931K +$753K +9,180 +423%
TW
252
Transform Wealth
Colorado
$927K +$148K +1,809 +19%
XF
253
XML Financial
Maryland
$926K +$168K +2,050 +22%
CCA
254
Cobblestone Capital Advisors
New York
$907K +$12.1K +148 +1%
FWP
255
FAS Wealth Partners
Kansas
$905K -$242K -2,950 -21%
LB
256
Legacy Bridge
Iowa
$904K -$114K -1,390 -11%
RFWA
257
RPg Family Wealth Advisory
Massachusetts
$902K -$74.3K -906 -8%
FBB
258
Fulton Breakefield Broenniman
Maryland
$899K +$19.8K +241 +2%
MAM
259
Marotta Asset Management
Virginia
$898K +$131K +1,714 +17%
Kovitz Investment Group Partners
260
Kovitz Investment Group Partners
Illinois
$895K -$45.1K -550 -5%
PFA
261
Pettinga Financial Advisors
Indiana
$894K -$421K -5,130 -32%
CG
262
Colony Group
Massachusetts
$890K -$77.7K -947 -8%
ACA
263
Anchor Capital Advisors
Massachusetts
$887K -$237K -2,885 -21%
EWA
264
Exencial Wealth Advisors
Oklahoma
$879K -$1.85M -22,499 -68%
Jacobs Levy Equity Management
265
Jacobs Levy Equity Management
New Jersey
$870K -$2.36M -28,711 -73%
MFW
266
Meristem Family Wealth
Minnesota
$868K -$6.57K -80 -0.8%
MAM
267
Meeder Asset Management
Ohio
$863K -$67K -817 -7%
GC
268
Grimes & Company
Massachusetts
$861K -$1.48K -18 -0.2%
WA
269
Wealth Alliance
New York
$861K +$861K +10,502 New
BGIM
270
Brandywine Global Investment Management
Pennsylvania
$856K -$7.97M -97,150 -90%
WSTAM
271
Wilbanks Smith & Thomas Asset Management
Virginia
$850K -$690K -8,409 -45%
Natixis Advisors
272
Natixis Advisors
Massachusetts
$847K -$8.12M -98,939 -91%
SWM
273
Southern Wealth Management
Texas
$839K -$694K -8,461 -45%
WCF
274
West Coast Financial
California
$827K -$86.6K -1,055 -9%
RC
275
Roundview Capital
New Jersey
$822K -$200K -2,438 -20%