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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 %
HR
626
Howe & Rusling
New York
$308K +$11.8K +85 +4%
SC
627
Scotia Capital
Ontario, Canada
$307K +$56.7K +409 +23%
CHJWM
628
Carlton Hofferkamp & Jenks Wealth Management
Texas
$307K +$450 +3 +0.1%
Luther King Capital Management (LKCM)
629
Luther King Capital Management (LKCM)
Texas
$305K -$284K
3IP
630
3Chopt Investment Partners
Virginia
$305K +$305K +2,199 New
KWM
631
Kingsview Wealth Management
Oregon
$305K +$10.8K +78 +4%
NFA
632
Northern Financial Advisors
Michigan
$304K +$304K +2,193 New
ADL
633
Asset Dedication LLC
California
$304K
CIP
634
Chartwell Investment Partners
Pennsylvania
$298K +$298K +2,150 New
VFIC
635
Valley Forge Investment Consultants
Pennsylvania
$297K
WAL
636
W Advisors LLC
Tennessee
$297K
PAM
637
Palisade Asset Management
Minnesota
$296K -$416 -3 -0.1%
NB
638
NBT Bank
New York
$296K
GF
639
Gries Financial
Ohio
$293K +$2.36K +17 +0.8%
CWM
640
Connecticut Wealth Management
Connecticut
$290K -$3.61K -26 -1%
KWS
641
Keystone Wealth Services
California
$289K -$3.19K -23 -1%
BIC
642
Beach Investment Counsel
Pennsylvania
$288K
BF
643
Blankinship & Foster
California
$288K +$277 +2 +0.1%
PA
644
Procyon Advisors
Connecticut
$285K +$693 +5 +0.2%
FFA
645
First Foundation Advisors
California
$283K +$52K +375 +22%
AIM
646
Allen Investment Management
New York
$283K
RLIM
647
Red Lighthouse Investment Management
New York
$278K +$278K +2,008 New
OIA
648
OneDigital Investment Advisors
Kansas
$277K +$18.7K +135 +7%
CCG
649
Coastwise Capital Group
California
$276K +$3.75K +27 +1%
FCB
650
First County Bank
Connecticut
$274K +$274K +1,979 New