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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 %
SCM
401
SOL Capital Management
Maryland
$806K
ACA
402
Atlas Capital Advisors
Wyoming
$805K -$111K -807 -12%
FNBT
403
FineMark National Bank & Trust
Florida
$804K -$642K -4,688 -44%
CFB
404
Cullen/Frost Bankers
Texas
$800K -$86.3K -630 -10%
RLWM
405
RF&L Wealth Management
Massachusetts
$798K -$82.2K -600 -9%
LCGC
406
Legacy Capital Group California
California
$797K +$797K +5,820 New
WSTAM
407
Wilbanks Smith & Thomas Asset Management
Virginia
$796K -$24.8K -181 -3%
BCI
408
Brinker Capital Investments
Pennsylvania
$781K +$781K +5,697 New
OPS
409
Orion Portfolio Solutions
Nebraska
$781K +$781K +5,697 New
HCM
410
Howland Capital Management
Massachusetts
$779K
CFO
411
Collective Family Office
Pennsylvania
$777K -$384K -2,800 -33%
EGA
412
E&G Advisors
Texas
$773K -$213K -1,553 -22%
CFAM
413
Coury Firm Asset Management
Pennsylvania
$769K -$4.11K -30 -0.5%
WIA
414
World Investment Advisors
California
$765K +$44.4K +324 +6%
LW
415
Linscomb Wealth
Texas
$764K -$140K -1,022 -15%
WANY
416
Wealthspire Advisors (New York)
New York
$755K +$3.97K +29 +0.5%
CW
417
CIC Wealth
Maryland
$752K -$27.4K -200 -4%
PFM
418
Parsec Financial Management
North Carolina
$745K +$2.33K +17 +0.3%
IWC
419
Integrated Wealth Concepts
Massachusetts
$728K -$1.97M -14,397 -73%
GC
420
Garde Capital
Washington
$727K -$2.6K -19 -0.4%
TFO
421
Tarbox Family Office
California
$726K
IAN
422
Integrated Advisors Network
Texas
$721K +$11K +80 +2%
CFFP
423
Center for Financial Planning
Michigan
$717K -$51.1K -373 -7%
CAM
424
Cubic Asset Management
Massachusetts
$707K
PCMC
425
Paragon Capital Management (Colorado)
Colorado
$700K +$12.3K +90 +2%