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iShares Russell 2000 Value ETF

929 hedge funds and large institutions have $8.89B invested in iShares Russell 2000 Value ETF in 2022 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 312 increasing their positions, 282 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
929
Holders Change
+94
Holders Change %
+11.26%
% of All Funds
14.99%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.77%
New
161
Increased
312
Reduced
282
Closed
50
Calls
$16.5M
Puts
$84.4M
Net Calls
-$67.9M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
376
Cobblestone Capital Advisors
New York
$1.14M -$153K -1,105 -12%
WCF
377
West Coast Financial
California
$1.14M -$12.6K -91 -1%
PMFA
378
Plante Moran Financial Advisors
Michigan
$1.12M +$15.1K +109 +1%
OC
379
Oppenheimer & Co
New York
$1.12M +$51.3K +370 +5%
PPC
380
Park Place Capital
Alabama
$1.12M +$1.12M +8,040 New
MCM
381
MV Capital Management
Maryland
$1.11M -$3.33K -24 -0.3%
NC
382
Nixon Capital
Texas
$1.11M +$1.11M +8,000 New
SFA
383
Sequoia Financial Advisors
Ohio
$1.11M +$11.4K +82 +1%
LGG
384
Luts & Greenleigh Group
Maryland
$1.09M +$1.09M +7,880 New
IAG
385
Investmark Advisory Group
Connecticut
$1.09M +$1.09M +7,878 New
Wealthfront Advisers
386
Wealthfront Advisers
California
$1.09M +$96.8K +698 +10%
AHC
387
Anderson Hoagland & Co
Missouri
$1.08M +$1.08M +7,500 New
VC
388
Veery Capital
Delaware
$1.08M -$51.3K -370 -5%
FOA
389
Five Oceans Advisors
California
$1.08M
IWA
390
Intercontinental Wealth Advisors
Texas
$1.07M +$6.52K +47 +0.6%
CA
391
Clearstead Advisors
Ohio
$1.07M +$1.66K +12 +0.2%
Lido Advisors
392
Lido Advisors
California
$1.06M +$43.3K +312 +4%
CAM
393
Cozad Asset Management
Illinois
$1.06M +$305K +2,198 +40%
RB
394
Renasant Bank
Mississippi
$1.06M
EWA
395
Exencial Wealth Advisors
Oklahoma
$1.06M +$1.11K +8 +0.1%
AWA
396
Aletheian Wealth Advisors
Washington
$1.05M +$529K +3,818 +101%
SCM
397
Stordahl Capital Management
Colorado
$1.05M +$68.8K +496 +7%
ST
398
Smithfield Trust
Pennsylvania
$1.05M -$38.6K -279 -4%
BPC
399
Banque Pictet & Cie
Switzerland
$1.04M +$1.04M +7,500 New
UCFA
400
United Capital Financial Advisors
Texas
$1.03M -$151K -1,086 -13%