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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 %
BCWM
251
Bartlett & Co Wealth Management
Ohio
$2.19M +$38.2K +279 +2%
GC
252
Grimes & Company
Massachusetts
$2.17M +$168K +1,227 +8%
SLT
253
St Louis Trust
Missouri
$2.15M
WA
254
Wealth Architects
California
$2.09M
VCP
255
Verus Capital Partners
Arizona
$2.05M +$274K +2,003 +15%
TPCW
256
TD Private Client Wealth
New York
$2.05M +$642K +4,686 +46%
BWA
257
Beam Wealth Advisors
Louisiana
$2.05M +$43.3K +316 +2%
SFG
258
Sterling Financial Group
California
$2.03M
Neuberger Berman Group
259
Neuberger Berman Group
New York
$2.01M -$15.3M -111,561 -88%
WPWM
260
Windward Private Wealth Management
Kansas
$1.98M -$56.5K -412 -3%
PFP
261
Pinnacle Financial Partners
Tennessee
$1.93M +$5.07K +37 +0.3%
FMII
262
Farmers & Merchants Investments Inc
Nebraska
$1.91M +$292K +2,133 +18%
CWA
263
Cornerstone Wealth Advisors
Minnesota
$1.9M +$137 +1 +0%
BIA
264
BHK Investment Advisors
Alabama
$1.86M +$326K +2,379 +21%
WAP
265
Wealthcare Advisory Partners
Pennsylvania
$1.85M +$205K +1,495 +12%
HR
266
Hardy Reed
Mississippi
$1.82M
MCM
267
Moore Capital Management
New York
$1.82M +$1.82M +13,250 New
TW
268
Towerpoint Wealth
California
$1.8M -$91.5K -668 -5%
Wealth Enhancement Advisory Services
269
Wealth Enhancement Advisory Services
Minnesota
$1.77M -$25.1M -183,425 -93%
EH
270
Equitable Holdings
New York
$1.76M +$23.4K +171 +1%
MWM
271
Maltin Wealth Management
New Jersey
$1.76M +$19.3K +141 +1%
RC
272
Roundview Capital
New Jersey
$1.76M -$15.8K -115 -0.9%
BMCM
273
Bryn Mawr Capital Management
Pennsylvania
$1.73M -$21K -153 -1%
SSB
274
Sandy Spring Bank
Maryland
$1.73M +$39.1K +285 +2%
KA
275
Klingman & Associates
New York
$1.72M +$4.25K +31 +0.2%