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iShares Russell 2000 Value ETF

929 hedge funds and large institutions have $8.89B invested in iShares Russell 2000 Value ETF in 2022 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 312 increasing their positions, 282 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
929
Holders Change
+94
Holders Change %
+11.26%
% of All Funds
14.99%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.77%
New
161
Increased
312
Reduced
282
Closed
50
Calls
$16.5M
Puts
$84.4M
Net Calls
-$67.9M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
551
Smithbridge Asset Management
Pennsylvania
$437K +$437K +3,153 New
AA
552
Ancora Advisors
Ohio
$433K +$15K +108 +4%
OLA
553
Oliver Luxxe Assets
New Jersey
$431K -$31.3K -226 -7%
CFA
554
Cahill Financial Advisors
Minnesota
$427K -$22.2K -160 -5%
LFA
555
LGT Financial Advisors
Texas
$426K +$426K +3,074 New
JWA
556
JFS Wealth Advisors
Pennsylvania
$426K +$9.29K +67 +2%
SFG
557
Sage Financial Group
Pennsylvania
$426K +$49.9K +360 +13%
MWA
558
Monograph Wealth Advisors
California
$424K
CAG
559
Curtis Advisory Group
California
$424K +$47.3K +341 +13%
AIFAIM
560
American Institute for Advanced Investment Management
Arizona
$424K +$10.4K +75 +3%
AWM
561
Arista Wealth Management
Nevada
$423K +$423K +3,047 New
DTC
562
Davidson Trust Company
Washington
$422K +$20.8K +150 +5%
KMWM
563
Keudell/Morrison Wealth Management
Oregon
$420K +$4.44K +32 +1%
ML
564
McAdam LLC
Pennsylvania
$417K -$652K -3,927 -61%
CPIG
565
Chicago Partners Investment Group
Illinois
$417K +$2.48K +16 +0.6%
SW
566
SteelPeak Wealth
California
$416K -$1.11K -8 -0.3%
CFP
567
Catalyst Financial Partners
Massachusetts
$415K +$415K +2,995 New
SCA
568
St. Clair Advisors
Ohio
$408K
GAG
569
GM Advisory Group
New York
$407K
RLKPA
570
Robbie L. Kennerson P.A.
Florida
$405K +$405K +2,922 New
PWM
571
Paulson Wealth Management
Illinois
$405K
SPWG
572
Sage Private Wealth Group
Illinois
$404K -$23.3K -168 -5%
C
573
Certuity
Florida
$404K -$243K -1,755 -38%
SI
574
Saxon Interests
Texas
$402K -$404K -2,850 -50%
TWP
575
Total Wealth Planning
Ohio
$397K -$3.19K -23 -0.8%