IWN icon

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 %
SPIA
301
Steward Partners Investment Advisory
New York
$1.43M -$188K -1,374 -12%
SGCA
302
Steel Grove Capital Advisors
Tennessee
$1.43M
SPC
303
Sigma Planning Corp
Michigan
$1.43M -$21.2K -155 -1%
WP
304
WealthSource Partners
California
$1.42M
SW
305
SkyOak Wealth
Michigan
$1.41M -$6.58K -48 -0.5%
RFC
306
Regions Financial Corp
Alabama
$1.4M -$93.9K -685 -6%
APWA
307
Atlas Private Wealth Advisors
New Jersey
$1.4M -$15.8K -115 -1%
FPIS
308
Financial Planning & Information Services
Wisconsin
$1.39M -$318K -2,318 -19%
MWM
309
Meridian Wealth Management
Kentucky
$1.39M -$34.9K -255 -2%
HNB
310
Huntington National Bank
Ohio
$1.38M -$1.33M
CCG
311
Cypress Capital Group
Florida
$1.35M -$41.7K -304 -3%
PFWA
312
Paces Ferry Wealth Advisors
Georgia
$1.34M -$661K -4,825 -33%
ATC
313
Argent Trust Co
Tennessee
$1.32M -$8.22K -60 -0.6%
VFA
314
Valeo Financial Advisors
Indiana
$1.31M -$69.2K -505 -5%
AIA
315
Alera Investment Advisors
Illinois
$1.31M -$1.65M -12,028 -56%
Cohen & Steers
316
Cohen & Steers
New York
$1.29M
SF
317
Summit Financial
New Jersey
$1.28M -$11.5K -84 -0.9%
FBB
318
Fulton Breakefield Broenniman
Maryland
$1.28M -$45.2K -330 -3%
LTL
319
Lowery Thomas LLC
California
$1.27M -$667K -4,870 -34%
PFA
320
Pettinga Financial Advisors
Indiana
$1.27M -$48.8K -356 -4%
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$1.27M +$693K +5,054 +121%
Two Sigma Advisers
322
Two Sigma Advisers
New York
$1.26M +$1.26M +9,200 New
CIC
323
Carnegie Investment Counsel
Ohio
$1.25M -$11K -80 -0.9%
ACA
324
Affinity Capital Advisors
California
$1.25M -$47.1K -344 -4%
Kovitz Investment Group Partners
325
Kovitz Investment Group Partners
Illinois
$1.25M +$44.7K +326 +4%