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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 %
LT
476
Legacy Trust
Michigan
$654K +$654K +4,716 New
BOPW
477
Brandywine Oak Private Wealth
Pennsylvania
$652K +$57.4K +414 +10%
F
478
F3Logic
Minnesota
$647K +$63.7K +459 +11%
GBS
479
Gallagher Benefit Services
Illinois
$647K +$647K +4,666 New
AR
480
Advisory Research
Illinois
$647K +$647K +4,665 New
FBFS
481
First Business Financial Services
Wisconsin
$646K
Bessemer Group
482
Bessemer Group
New Jersey
$640K -$307K -2,214 -32%
CANC
483
Culbertson A N & Co
Virginia
$640K +$42.3K +305 +7%
IFWM
484
Institute for Wealth Management
Colorado
$632K +$139K +1,000 +28%
LFS
485
Lutz Financial Services
Nebraska
$630K
GPA
486
Guidance Point Advisors
Massachusetts
$628K +$4.3K +31 +0.7%
BFG
487
Bleakley Financial Group
New Jersey
$626K +$626K +4,518 New
ECG
488
Edge Capital Group
Georgia
$610K +$20.1K +145 +3%
FFM
489
Forum Financial Management
Illinois
$606K +$5.13K +37 +0.9%
AA
490
Auxano Advisors
Washington
$602K
TW
491
Transform Wealth
Colorado
$598K -$226K -1,629 -27%
JWCA
492
J.W. Cole Advisors
Florida
$597K -$3.61K -26 -0.6%
USCWA
493
U.S. Capital Wealth Advisors
Texas
$592K +$4.16K +30 +0.7%
WIM
494
Waycross Investment Management
Washington
$584K +$584K +4,211 New
CB
495
Centennial Bank
Arkansas
$582K +$582K +4,200 New
DT
496
Diversified Trust
Tennessee
$581K +$135K +974 +30%
Carson Wealth (CWM LLC)
497
Carson Wealth (CWM LLC)
Nebraska
$581K +$165K +1,192 +40%
KWM
498
Keebeck Wealth Management
Illinois
$578K -$29.3K -211 -5%
TNA
499
True North Advisors
Texas
$576K
PAG
500
Private Advisor Group
New Jersey
$576K +$27.4K +1,350 +5%