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iShares Russell 2000 Value ETF

835 hedge funds and large institutions have $13.1B invested in iShares Russell 2000 Value ETF in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 288 increasing their positions, 286 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
-38
Holders Change %
-4.35%
% of All Funds
14.44%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.73%
New
51
Increased
288
Reduced
286
Closed
79
Calls
$19.6M
Puts
$206M
Net Calls
-$186M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
551
Sage Financial Group
Pennsylvania
$350K
CAG
552
Curtis Advisory Group
California
$350K +$9.54K +74 +3%
CGPCS
553
Capital Group Private Client Services
California
$348K +$348K +2,700 New
HCM
554
Hollencrest Capital Management
California
$343K -$18.7K -145 -5%
EPA
555
Element Pointe Advisors
Florida
$343K
PTC
556
Private Trust Company
Ohio
$340K +$72.3K +560 +27%
BRWA
557
B. Riley Wealth Advisors
Florida
$339K +$133K +1,027 +64%
DJSG
558
D.J. St. Germain
Massachusetts
$336K
CWM
559
Cahaba Wealth Management
Georgia
$336K +$2.32K +18 +0.7%
OR
560
Olympiad Research
Connecticut
$336K +$62.7K +487 +23%
FPCP
561
Fort Point Capital Partners
California
$335K -$224K -1,738 -40%
PRWA
562
Platte River Wealth Advisors
Colorado
$333K
MAM
563
Marotta Asset Management
Virginia
$331K -$6.19K -48 -2%
HF
564
Halpern Financial
Virginia
$330K
CS
565
Cannell & Spears
New York
$330K
BCM
566
BTC Capital Management
Iowa
$326K +$4.89K +38 +2%
FF
567
FourThought Financial
Florida
$324K +$22.3K +173 +7%
KFI
568
Key Financial Inc
Pennsylvania
$323K +$2.57K +20 +0.8%
FB
569
Fulton Bank
Pennsylvania
$321K +$103K +800 +47%
DY
570
Dowling & Yahnke
California
$319K -$5.16K -40 -2%
CI
571
CX Institutional
Indiana
$319K +$73.4K +570 +30%
IWA
572
Icon Wealth Advisors
Texas
$315K +$315K +2,447 New
FCH
573
Freestone Capital Holdings
Washington
$314K -$31.5K -244 -9%
SFFS
574
Stonehage Fleming Financial Services
Jersey
$313K +$313K +2,434 New
CS
575
Capital Square
Tennessee
$310K