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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 %
PFS
426
Prospera Financial Services
Texas
$699K +$44.1K +322 +7%
SWA
427
Sax Wealth Advisors
New Jersey
$698K -$96.2K -702 -12%
MWP
428
MYCIO Wealth Partners
Pennsylvania
$692K +$2.88K +21 +0.4%
HTC
429
Haverford Trust Company
Pennsylvania
$691K -$146K -1,062 -17%
PFM
430
Phillips Financial Management
Indiana
$690K +$1.1K +8 +0.2%
BI
431
Berkeley Inc
Idaho
$688K +$685 +5 +0.1%
NC
432
Nixon Capital
Texas
$685K -$411K -3,000 -38%
LT
433
Legacy Trust
Michigan
$676K +$29.9K +218 +5%
NL
434
NWAM LLC
Washington
$676K -$256K -1,868 -27%
HCC
435
Hirtle Callaghan & Co
Pennsylvania
$668K
FCM
436
Firestone Capital Management
Florida
$665K -$1.37K -10 -0.2%
GCM
437
Gables Capital Management
Florida
$665K
AWA
438
Aletheian Wealth Advisors
Washington
$664K -$377K -2,751 -36%
UWPG
439
Ullmann Wealth Partners Group
Florida
$662K -$10.8K -79 -2%
ECG
440
Edge Capital Group
Georgia
$661K +$58.4K +426 +10%
CANC
441
Culbertson A N & Co
Virginia
$660K +$27.8K +203 +4%
CB
442
Centennial Bank
Arkansas
$658K +$82.2K +600 +14%
RA
443
Rodgers & Associates
Pennsylvania
$656K -$9.59K -70 -1%
CPA
444
Cardiff Park Advisors
California
$653K +$1.1K +8 +0.2%
BOPW
445
Brandywine Oak Private Wealth
Pennsylvania
$644K
OCG
446
Opus Capital Group
Ohio
$640K -$114K -830 -15%
FBFS
447
First Business Financial Services
Wisconsin
$639K
GFA
448
Gallagher Fiduciary Advisors
Illinois
$636K +$636K +4,644 New
FFM
449
Forum Financial Management
Illinois
$631K +$32.2K +235 +5%
RCM
450
RNC Capital Management
California
$629K -$17.1K -125 -3%