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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 %
AG
501
Appleton Group
Wisconsin
$576K
FFG
502
Fullen Financial Group
Ohio
$574K +$3.95K +26 +0.7%
PWM
503
Perigon Wealth Management
California
$574K -$9.85K -71 -2%
D
504
Dentgroup
Louisiana
$572K +$832 +6 +0.1%
AFC
505
AFT Forsyth & Company
Florida
$571K +$139 +1 +0%
RCAG
506
Rehmann Capital Advisory Group
Michigan
$568K +$107K +775 +23%
HWA
507
Heritage Wealth Advisors
Virginia
$563K
MMHP
508
Murphy Middleton Hinkle & Parker
Georgia
$559K -$1.66K -12 -0.3%
THL
509
Tillman Hartley LLC
Colorado
$556K +$556K +4,011 New
Bank Julius Baer & Co
510
Bank Julius Baer & Co
Switzerland
$555K +$555K +4,001 New
AWM
511
Aprio Wealth Management
Georgia
$553K -$132K -954 -19%
BWM
512
Baystate Wealth Management
Massachusetts
$552K -$15.5K -112 -3%
AWA
513
Arkadios Wealth Advisors
Georgia
$551K -$24.7K -178 -4%
ANB
514
Amarillo National Bank
Texas
$551K +$6.52K +47 +1%
MFWP
515
Mosaic Family Wealth Partners
Missouri
$546K +$546K +3,938 New
DB
516
Dravo Bay
Delaware
$542K -$161K -1,164 -23%
ETIA
517
Epic Trust Investment Advisors
Washington
$538K -$83.7K -603 -13%
EAM
518
Evanson Asset Management
California
$537K
PHAM
519
Palisades Hudson Asset Management
Florida
$536K +$4.02K +29 +0.8%
DPI
520
Diversified Portfolios Inc
Michigan
$527K -$1.8K -13 -0.3%
AP
521
Appleton Partners
Massachusetts
$527K
SVWAG
522
Sound View Wealth Advisors Group
Georgia
$523K +$523K +3,367 New
WA
523
Wealthstream Advisors
New York
$519K +$3.19K +23 +0.6%
WF
524
Welch & Forbes
Massachusetts
$517K
CAAM
525
Cornerstone Advisors Asset Management
Pennsylvania
$513K