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iShares Russell 2000 Value ETF

964 hedge funds and large institutions have $10.2B invested in iShares Russell 2000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 295 increasing their positions, 332 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
+86
Holders Change %
+9.79%
% of All Funds
14.13%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.5%
New
151
Increased
295
Reduced
332
Closed
49
Calls
$90.1M
Puts
$94.2M
Net Calls
-$4.06M
Net Calls Change
+$25.6M
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
501
Kingsview Wealth Management
Oregon
$593K +$59.6K +384 +11%
DPI
502
Diversified Portfolios Inc
Michigan
$591K
PHAM
503
Palisades Hudson Asset Management
Florida
$584K +$4.35K +28 +0.8%
KWM
504
Keebeck Wealth Management
Illinois
$580K +$1.4K +9 +0.2%
CAAM
505
Cornerstone Advisors Asset Management
Pennsylvania
$575K
GL
506
Graypoint LLC
New York
$562K
GFA
507
Gallagher Fiduciary Advisors
Illinois
$560K -$54.4K -350 -9%
GIA
508
Gladstone Institutional Advisory
Florida
$553K +$31.1K +200 +6%
WF
509
Welch & Forbes
Massachusetts
$553K +$20K +129 +4%
SGCA
510
Steel Grove Capital Advisors
Tennessee
$552K
GCM
511
Gator Capital Management
Florida
$550K
PVI
512
Pine Valley Investments
New Jersey
$549K +$82.3K +530 +18%
AWM
513
Aprio Wealth Management
Georgia
$548K
Bank Julius Baer & Co
514
Bank Julius Baer & Co
Switzerland
$548K +$548K +3,528 New
OWA
515
Opal Wealth Advisors
New York
$546K +$89K +573 +19%
RIA
516
Retirement Investment Advisors
Oklahoma
$544K +$544K +3,501 New
LW
517
Linscomb Wealth
Texas
$538K -$17.4K -112 -3%
SS
518
Simplicity Solutions
Minnesota
$534K +$273K +1,759 +105%
NW
519
NewEdge Wealth
Pennsylvania
$531K -$100K -647 -16%
CS
520
Cannell & Spears
New York
$531K
TAM
521
Townsend Asset Management
North Carolina
$530K +$9.94K +64 +2%
FFN
522
Focus Financial Network
Minnesota
$528K -$39.5K -254 -7%
AP
523
Appleton Partners
Massachusetts
$528K -$27.2K -175 -5%
JWA
524
JFS Wealth Advisors
Pennsylvania
$528K +$14.8K +95 +3%
IFPG
525
Intrepid Financial Planning Group
Indiana
$527K -$20K -129 -4%