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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 %
BWA
651
Bordeaux Wealth Advisors
California
$240K +$240K +1,750 New
SC
652
Steph & Co
Wisconsin
$239K -$5.48K -40 -2%
WMA
653
West Michigan Advisors
Michigan
$238K +$28.4K +207 +14%
PPP
654
Private Portfolio Partners
New Jersey
$236K -$31.1K -227 -12%
TCOV
655
Trust Company of Vermont
Vermont
$236K +$8.36K +61 +4%
DWM
656
Dakota Wealth Management
Florida
$233K -$14.3K -104 -6%
FB
657
Fulton Bank
Pennsylvania
$231K
RSWM
658
Robertson Stephens Wealth Management
California
$230K +$137 +1 +0.1%
CCG
659
Chatham Capital Group
Georgia
$227K
MFGP
660
Marshall Financial Group (Pennsylvania)
Pennsylvania
$227K +$822 +6 +0.4%
DIS
661
Diversified Investment Strategies
Louisiana
$226K +$6.17K +45 +3%
FANJ
662
Financial Architects (New Jersey)
New Jersey
$226K -$5.48K -40 -2%
CSIA
663
Carl Stuart Investment Advisor
Texas
$222K +$222K +99 New
IBOK
664
Independence Bank of Kentucky
Kentucky
$222K
MG
665
Mather Group
Illinois
$222K +$222K +1,617 New
EP
666
Eudaimonia Partners
Tennessee
$219K +$219K +1,600 New
1IA
667
1834 Investment Advisors
Wisconsin
$219K -$45.9K -335 -17%
NEPWA
668
New England Private Wealth Advisors
Massachusetts
$218K +$685 +5 +0.3%
CWM
669
CCG Wealth Management
California
$217K -$444K -3,244 -67%
SIC
670
Sigma Investment Counselors
Michigan
$216K
RW
671
REDW Wealth
New Mexico
$215K +$4.25K +31 +2%
AssetMark Inc
672
AssetMark Inc
California
$214K -$137 -1 -0.1%
SC
673
Scotia Capital
Ontario, Canada
$214K -$89.8K -655 -30%
CF
674
Centaurus Financial
California
$211K +$1.78K +13 +0.9%
FFA
675
First Foundation Advisors
California
$211K -$68.9K -503 -25%