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iShares Russell 2000 Value ETF

964 hedge funds and large institutions have $10.2B invested in iShares Russell 2000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 295 increasing their positions, 332 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
+86
Holders Change %
+9.79%
% of All Funds
14.13%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.5%
New
151
Increased
295
Reduced
332
Closed
49
Calls
$90.1M
Puts
$94.2M
Net Calls
-$4.06M
Net Calls Change
+$25.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CGA
401
Crescent Grove Advisors
Illinois
$1.07M -$5.13K -33 -0.5%
CI Investments Inc
402
CI Investments Inc
Ontario, Canada
$1.06M
CWM
403
Connecticut Wealth Management
Connecticut
$1.05M +$17.9K +115 +2%
MPWT
404
MassMutual Private Wealth & Trust
Connecticut
$1.04M -$2.49K -16 -0.2%
BA
405
Bridge Advisory
California
$1.04M -$104K -672 -9%
BBPWM
406
Blue Bell Private Wealth Management
Pennsylvania
$1.02M -$87.9K -566 -8%
GFWA
407
Grey Fox Wealth Advisors
Delaware
$1.02M -$117K -755 -10%
PP
408
PDS Planning
Ohio
$1.02M +$5.44K +35 +0.5%
NSIM
409
North Star Investment Management
Illinois
$1.01M -$21.6K -139 -2%
FWTB
410
First Western Trust Bank
Colorado
$1M -$131K -843 -12%
EAM
411
Evanson Asset Management
California
$998K
NRI
412
NFP Retirement Inc
California
$994K -$105K -675 -10%
SFA
413
Sequoia Financial Advisors
Ohio
$994K +$7.46K +48 +0.8%
BCM
414
Becker Capital Management
Oregon
$980K -$106K -680 -10%
ST
415
Smithfield Trust
Pennsylvania
$978K -$32.3K -209 -3%
RA
416
Rodgers & Associates
Pennsylvania
$946K +$229K +1,474 +32%
HCMT
417
Highland Capital Management (Tennessee)
Tennessee
$943K
GIA
418
Goodwin Investment Advisory
Georgia
$942K +$511K +3,291 +119%
ECG
419
Edge Capital Group
Georgia
$934K -$198K -1,273 -17%
FB
420
First Bancorp
Maine
$932K
Bank of Nova Scotia
421
Bank of Nova Scotia
Ontario, Canada
$916K
BAM
422
Bosun Asset Management
Illinois
$893K -$334K -2,150 -27%
IAN
423
Integrated Advisors Network
Texas
$892K -$34.8K -224 -4%
HCM
424
Howland Capital Management
Massachusetts
$883K
DI
425
Disciplined Investments
Oklahoma
$875K -$39.5K -254 -4%