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iShares Russell 2000 Value ETF

664 hedge funds and large institutions have $4.75B invested in iShares Russell 2000 Value ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 212 increasing their positions, 272 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
-74
Holders Change %
-10.03%
% of All Funds
14.67%
Holding in Top 10
28
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-33.33%
% of All Funds
0.62%
New
66
Increased
212
Reduced
272
Closed
129
Calls
$6.78M
Puts
$4.65M
Net Calls
+$2.14M
Net Calls Change
-$4.19M
Name Holding Trade Value Shares
Change
Shares
Change %
OBGC
451
O'Brien Greene & Co
Pennsylvania
$252K
SIA
452
Starfire Investment Advisers
Michigan
$251K
WI
453
Wedgewood Investors
Pennsylvania
$251K
KMWM
454
Keudell/Morrison Wealth Management
Oregon
$246K
PWMAG
455
Pinnacle Wealth Management Advisory Group
New Jersey
$246K +$246K +3,000 New
DTC
456
Davidson Trust Company
Washington
$242K +$44.5K +545 +23%
WA
457
Winfield Associates
Ohio
$240K -$57.5K -700 -19%
RG
458
Rikoon Group
New Mexico
$240K
MFS
459
McNamara Financial Services
Massachusetts
$240K +$59.4K +725 +33%
TGAM
460
TBH Global Asset Management
Tennessee
$238K
WF
461
Welch & Forbes
Massachusetts
$231K +$73.6K +900 +47%
APW
462
Austin Private Wealth
Texas
$229K -$36.6K -445 -14%
EP
463
Edgestream Partners
New Jersey
$227K +$227K +2,763 New
CWS
464
Cypress Wealth Services
California
$222K -$9.35K -114 -4%
CM
465
Cornerstone Management
Georgia
$220K
SPC
466
Sigma Planning Corp
Michigan
$218K -$51.3K -625 -19%
FFA
467
First Foundation Advisors
California
$217K -$257K -3,128 -54%
MWP
468
MYCIO Wealth Partners
Pennsylvania
$216K -$245K -2,984 -53%
WG
469
Watchman Group
Texas
$216K +$216K +2,630 New
SG
470
StoneX Group
New York
$215K +$31.6K +385 +17%
PFA
471
Paradigm Financial Advisors
Missouri
$213K +$42K +513 +25%
IWM
472
IHT Wealth Management
Illinois
$211K -$96.7K -1,181 -31%
CFFP
473
Center for Financial Planning
Michigan
$210K +$210K +2,560 New
AF
474
Advisornet Financial
Minnesota
$207K -$99.8K -1,216 -33%
BF
475
Blankinship & Foster
California
$207K -$164 -2 -0.1%