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iShares Russell 2000 Value ETF

664 hedge funds and large institutions have $4.75B invested in iShares Russell 2000 Value ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 212 increasing their positions, 272 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
-74
Holders Change %
-10.03%
% of All Funds
14.67%
Holding in Top 10
28
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-33.33%
% of All Funds
0.62%
New
66
Increased
212
Reduced
272
Closed
129
Calls
$6.78M
Puts
$4.65M
Net Calls
+$2.14M
Net Calls Change
-$4.19M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
626
Tatro Capital
Kentucky
$8K +$8K +100 New
CFA
627
Carroll Financial Associates
North Carolina
$7K -$11K -135 -61%
HCM
628
Highlander Capital Management
New Jersey
$7K
ARMC
629
American Research & Management Company
Massachusetts
$7K
SFPG
630
Stonebridge Financial Planning Group
Florida
$7K
CBT
631
Central Bank & Trust
Kentucky
$7K
SFA
632
Stewardship Financial Advisors
Georgia
$7K +$1.24K +16 +22%
PFO
633
Pathstone Family Office
New Jersey
$7K +$7K +77 New
MCM
634
Manchester Capital Management
Vermont
$6K -$29.6K -355 -83%
BWA
635
Burt Wealth Advisors
Maryland
$6K
LS
636
Leelyn Smith
Illinois
$6K
RWA
637
Ropes Wealth Advisors
Massachusetts
$6K +$6K +75 New
WQ
638
Wealth Quarterback
New Jersey
$5.6K
OAM
639
Oppenheimer Asset Management
New York
$5K -$308K -3,383 -98%
CAGAS
640
Capital Advisory Group Advisory Services
Minnesota
$5K
WCG
641
Weaver Consulting Group
California
$4K -$32K -384 -89%
HI
642
Human Investing
Oregon
$4K
BWL
643
Bogart Wealth LLC
Virginia
$4K +$4K +47 New
AssetMark Inc
644
AssetMark Inc
California
$4K +$4K +52 New
TC
645
Trust Company
Kansas
$3K -$24.7K -255 -89%
LWA
646
Lenox Wealth Advisors
New York
$3K -$2.29K -29 -43%
WP
647
WealthShield Partners
North Carolina
$3K
SCA
648
Stonebridge Capital Advisors
Minnesota
$3K +$1.08K +14 +56%
SWA
649
Sutton Wealth Advisors
Florida
$2.22K
GKIM
650
GW&K Investment Management
Massachusetts
$2K -$80.6K -1,007 -98%