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iShares Russell 2000 Value ETF

944 hedge funds and large institutions have $9.1B invested in iShares Russell 2000 Value ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 274 increasing their positions, 355 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
944
Holders Change
-20
Holders Change %
-2.07%
% of All Funds
13.68%
Holding in Top 10
27
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20.59%
% of All Funds
0.39%
New
90
Increased
274
Reduced
355
Closed
93
Calls
$74.4M
Puts
$40.4M
Net Calls
+$34M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
501
Kingsview Wealth Management
Oregon
$563K -$43.5K -274 -7%
Citadel Advisors
502
Citadel Advisors
Florida
$563K +$205K +1,289 +57%
GCM
503
Gator Capital Management
Florida
$562K
SGCA
504
Steel Grove Capital Advisors
Tennessee
$561K -$3.49K -22 -0.6%
NW
505
NewEdge Wealth
Pennsylvania
$554K +$31.2K +204 +6%
Marshall Wace
506
Marshall Wace
United Kingdom
$544K +$544K +3,426 New
TAM
507
Townsend Asset Management
North Carolina
$544K +$1.91K +12 +0.4%
CS
508
Cannell & Spears
New York
$542K
JWA
509
JFS Wealth Advisors
Pennsylvania
$542K +$2.38K +15 +0.4%
PPWP
510
Premier Path Wealth Partners
New Jersey
$539K -$94.8K -597 -15%
WGC
511
Watts Gwilliam & Co
Arizona
$534K +$534K +3,383 New
CIBC World Market
512
CIBC World Market
Ontario, Canada
$533K -$110K -694 -17%
AA
513
Alesco Advisors
New York
$532K
SVWAG
514
Sound View Wealth Advisors Group
Georgia
$531K -$3.34K -21 -0.6%
SCA
515
Southern Capital Advisors
Tennessee
$531K -$242K -1,521 -31%
LW
516
Linscomb Wealth
Texas
$530K -$20K -126 -4%
CGPCS
517
Capital Group Private Client Services
California
$529K +$1.91K +12 +0.4%
PIMG
518
Patriot Investment Management Group
Tennessee
$528K
NL
519
NDWM LLC
California
$527K -$82K -516 -13%
PTC
520
Private Trust Company
Ohio
$526K +$51K +321 +11%
SWM
521
Spire Wealth Management
Virginia
$523K -$29.2K -184 -5%
CWM
522
Castle Wealth Management
Florida
$522K +$5.56K +35 +1%
AP
523
Appleton Partners
Massachusetts
$521K -$18.3K -115 -3%
SFG
524
Sage Financial Group
Pennsylvania
$509K -$794 -5 -0.2%
MA
525
Montag & Associates
Georgia
$509K