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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 %
MCCA
526
Mill Creek Capital Advisors
Pennsylvania
$427K +$427K +3,117 New
SHGA
527
Sand Hill Global Advisors
California
$426K +$206K +1,500 +93%
IWM
528
IHT Wealth Management
Illinois
$426K +$43.3K +316 +11%
KFI
529
Key Financial Inc
Pennsylvania
$425K +$81.4K +594 +24%
CAL
530
Capital Analysts LLC
Pennsylvania
$424K -$35.7K -260 -8%
JWA
531
JFS Wealth Advisors
Pennsylvania
$421K
MWA
532
Monograph Wealth Advisors
California
$419K
FMN
533
Financial Management Network
California
$417K -$6.98K -52 -2%
KMWM
534
Keudell/Morrison Wealth Management
Oregon
$411K -$4.39K -32 -1%
CFP
535
Catalyst Financial Partners
Massachusetts
$410K
SCA
536
St. Clair Advisors
Ohio
$403K
PWM
537
Paulson Wealth Management
Illinois
$400K
C
538
Certuity
Florida
$397K -$2.6K -19 -0.7%
CFA
539
Cahill Financial Advisors
Minnesota
$395K -$26K -190 -6%
LSA
540
Lion Street Advisors
Texas
$395K +$395K +2,880 New
TWP
541
Total Wealth Planning
Ohio
$393K
SFC
542
Strategic Financial Concepts
Texas
$393K +$393K +2,866 New
MFA
543
Mayflower Financial Advisors
Massachusetts
$390K +$3.56K +26 +0.9%
CFG
544
Citizens Financial Group
Rhode Island
$389K -$822 -6 -0.2%
PVI
545
Pine Valley Investments
New Jersey
$387K +$387K +2,952 New
CPIG
546
Chicago Partners Investment Group
Illinois
$386K +$23.5K +174 +6%
TC
547
TownSquare Capital
Utah
$386K -$822 -6 -0.2%
ATPW
548
Ashton Thomas Private Wealth
Arizona
$385K -$54.1K -395 -12%
GHA
549
GW Henssler & Associates
Georgia
$383K -$62.3M -454,328 -99%
DCM
550
Dupont Capital Management
Delaware
$383K