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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 %
HWM
601
HFG Wealth Management
Texas
$293K +$293K +2,140 New
WAL
602
W Advisors LLC
Tennessee
$292K -$1.23K -9 -0.4%
Empower Advisory Group
603
Empower Advisory Group
Colorado
$290K +$290K +2,122 New
GF
604
Gries Financial
Ohio
$290K +$822 +6 +0.3%
NB
605
NBT Bank
New York
$290K -$2.74K -20 -0.9%
MOS
606
MGO One Seven
Ohio
$290K +$23.7K +173 +9%
VCA
607
Verdence Capital Advisors
Maryland
$289K -$15.9K -116 -5%
OWA
608
Opal Wealth Advisors
New York
$288K -$848K -6,186 -75%
AT
609
American Trust
Kentucky
$287K -$35.8K -268 -11%
SCA
610
Snowden Capital Advisors
New York
$287K -$201K -1,470 -41%
KWS
611
Keystone Wealth Services
California
$286K
PAM
612
Palisade Asset Management
Minnesota
$286K -$7.4K -54 -3%
BIC
613
Beach Investment Counsel
Pennsylvania
$285K
BF
614
Blankinship & Foster
California
$284K +$137 +1 +0%
YIH
615
Y-Intercept (HK)
Hong Kong
$283K +$283K +2,062 New
PA
616
Procyon Advisors
Connecticut
$282K +$137 +1 +0%
HT
617
Headlands Technologies
Illinois
$281K +$281K +2,054 New
AIM
618
Allen Investment Management
New York
$280K
RLIM
619
Red Lighthouse Investment Management
New York
$275K
CWM
620
ClientFirst Wealth Management
Arkansas
$273K +$67.4K +500 +33%
FCH
621
Freestone Capital Holdings
Washington
$272K +$24K +175 +10%
E
622
ETFidea
New York
$271K
PCM
623
Pointe Capital Management
Michigan
$267K +$9.04K +66 +4%
AIP
624
Ameritas Investment Partners
Nebraska
$267K +$62.3K +455 +30%
BIG
625
Builder Investment Group
Georgia
$264K