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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 %
HF
601
Halpern Financial
Virginia
$355K
CS
602
Cannell & Spears
New York
$355K
LWP
603
LMG Wealth Partners
Louisiana
$354K +$354K +2,392 New
EDRH
604
Edmond de Rothschild Holding
Switzerland
$350K +$94.5K +682 +37%
D
605
Diversified
Delaware
$348K +$348K +2,507 New
FPCP
606
Fort Point Capital Partners
California
$347K -$13.3K -96 -4%
BCM
607
BTC Capital Management
Iowa
$346K -$5.27K -38 -1%
MAM
608
Marotta Asset Management
Virginia
$345K -$11.5K -83 -3%
LC
609
Lindbrook Capital
California
$342K -$62.4K -450 -15%
IWA
610
Icon Wealth Advisors
Texas
$339K
AT
611
American Trust
Kentucky
$336K -$198K -1,430 -37%
CS
612
Capital Square
Tennessee
$334K
CIR
613
Clear Investment Research
Georgia
$330K -$555 -4 -0.2%
BCM
614
Bayesian Capital Management
New York
$329K +$329K +2,372 New
CWA
615
CJM Wealth Advisers
Virginia
$327K +$693 +5 +0.2%
Walleye Capital
616
Walleye Capital
New York
$325K -$276K -1,989 -46%
KFI
617
Key Financial Inc
Pennsylvania
$324K
CIA
618
Capital Investment Advisors
Georgia
$323K +$87.7K +632 +37%
WTA
619
Washington Trust Advisors
Massachusetts
$319K -$72.7K -524 -19%
WDL
620
Well Done LLC
Michigan
$317K -$517K -3,727 -62%
PA
621
Pinnacle Associates
New York
$316K -$615K -4,435 -66%
NEWAS
622
N.E.W. Advisory Services
Wisconsin
$316K -$12.8K -92 -4%
PB
623
Pinnacle Bancorp
Nebraska
$312K
KCM
624
Kennedy Capital Management
Missouri
$310K +$310K +2,239 New
VCA
625
Verdence Capital Advisors
Maryland
$309K +$693 +5 +0.2%