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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 %
AWA
501
Amplius Wealth Advisors
Pennsylvania
$487K +$10.3K +75 +2%
CWM
502
Castle Wealth Management
Florida
$481K
SVWAG
503
Sound View Wealth Advisors Group
Georgia
$470K +$9.04K +66 +2%
CS
504
Cannell & Spears
New York
$468K +$117K +856 +33%
RCAG
505
Rehmann Capital Advisory Group
Michigan
$465K -$96.9K -707 -17%
CB
506
Cadence Bank
Mississippi
$464K
ASN
507
Advisory Services Network
Georgia
$463K +$339K +2,477 +274%
GCM
508
Gator Capital Management
Florida
$463K
PA
509
PFG Advisors
Arizona
$460K -$3.56K -26 -0.8%
TAM
510
Townsend Asset Management
North Carolina
$460K -$6.44K -47 -1%
CT
511
Colonial Trust
South Carolina
$459K -$6.33K -47 -1%
AA
512
Alesco Advisors
New York
$459K
AA
513
Ancora Advisors
Ohio
$457K +$29.2K +213 +7%
PIMG
514
Patriot Investment Management Group
Tennessee
$455K
DT
515
Diversified Trust
Tennessee
$449K -$125K -912 -22%
EWM
516
Evermay Wealth Management
Virginia
$447K +$6.99K +51 +2%
RMC
517
Resources Management Corp
Connecticut
$446K +$440K +6,810 +6,810%
HIP
518
HUB Investment Partners
Texas
$446K -$4.66K -34 -1%
DTC
519
Davidson Trust Company
Washington
$443K +$26.9K +196 +6%
BFM
520
Broadview Financial Management
Wisconsin
$443K +$2.33K +17 +0.5%
SFG
521
Sage Financial Group
Pennsylvania
$439K +$18.2K +133 +4%
CAG
522
Curtis Advisory Group
California
$439K +$19.9K +145 +5%
GIA
523
Goodwin Investment Advisory
Georgia
$438K +$417K +3,045 +2,044%
SAM
524
Smithbridge Asset Management
Pennsylvania
$432K
SWA
525
Strategies Wealth Advisors
Michigan
$428K -$18.2K -133 -4%