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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 %
BCM
576
BTC Capital Management
Iowa
$342K
PTC
577
Private Trust Company
Ohio
$340K -$17.8K -130 -5%
PA
578
Pinnacle Associates
New York
$330K +$17.1K +125 +5%
LWP
579
LMG Wealth Partners
Louisiana
$328K
AIFAIM
580
American Institute for Advanced Investment Management
Arizona
$326K -$32.3K -275 -9%
CSWM
581
Cassady Schiller Wealth Management
Ohio
$324K +$249K +1,804 +333%
CWA
582
CJM Wealth Advisers
Virginia
$324K +$548 +4 +0.2%
CS
583
Capital Square
Tennessee
$322K
FFP
584
FourThought Financial Partners
Florida
$319K -$58.3K -425 -15%
CIA
585
Capital Investment Advisors
Georgia
$319K -$274 -2 -0.1%
SFFS
586
Stonehage Fleming Financial Services
Jersey
$314K +$314K +2,434 New
FAIM
587
Financial Advocates Investment Management
Washington
$313K -$346K -2,528 -53%
NEWAS
588
N.E.W. Advisory Services
Wisconsin
$312K
LC
589
Lindbrook Capital
California
$309K -$28.8K -210 -9%
PB
590
Pinnacle Bancorp
Nebraska
$308K
SCA
591
Southern Capital Advisors
Tennessee
$304K +$51.2K +374 +20%
ADL
592
Asset Dedication LLC
California
$303K +$3.96K +29 +1%
Luther King Capital Management (LKCM)
593
Luther King Capital Management (LKCM)
Texas
$301K -$305K
HR
594
Howe & Rusling
New York
$301K -$2.88K -21 -0.9%
PI
595
PFG Investments
New York
$301K +$301K +2,197 New
WDL
596
Well Done LLC
Michigan
$301K -$12.6K -92 -4%
NFA
597
Northern Financial Advisors
Michigan
$301K
KWM
598
Kingsview Wealth Management
Oregon
$298K -$3.15K -23 -1%
DI
599
DFPG Investments
Utah
$296K +$296K +2,159 New
VFIC
600
Valley Forge Investment Consultants
Pennsylvania
$295K +$1.51K +11 +0.5%