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iShares Russell 2000 Value ETF

943 hedge funds and large institutions have $9.1B invested in iShares Russell 2000 Value ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 274 increasing their positions, 355 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
-20
Holders Change %
-2.08%
% of All Funds
13.67%
Holding in Top 10
27
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20.59%
% of All Funds
0.39%
New
90
Increased
274
Reduced
355
Closed
93
Calls
$74.4M
Puts
$40.4M
Net Calls
+$34M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Shares
Change %
MFS
651
McNamara Financial Services
Massachusetts
$297K -$6.04K -38 -2%
T
652
TNF
Montana
$296K -$10.7K -71 -3%
HT
653
Heritage Trust
Oklahoma
$294K +$294K +1,851 New
CD
654
Chapin Davis
Maryland
$294K -$142K -894 -33%
ZCM
655
Ziegler Capital Management
Illinois
$290K +$290K +1,825 New
PAM
656
Peak Asset Management
Colorado
$289K +$2.7K +17 +0.9%
PA
657
Procyon Advisors
Connecticut
$288K -$78.3K -493 -21%
CHJWM
658
Carlton Hofferkamp & Jenks Wealth Management
Texas
$287K -$6.91K -46 -2%
CIA
659
Capital Investment Advisors
Georgia
$287K -$27.8K -175 -9%
IWA
660
Icon Wealth Advisors
Texas
$287K +$159 +1 +0.1%
ARC
661
Advisor Resource Council
Texas
$284K +$284K +1,820 New
TBWA
662
Three Bridge Wealth Advisors
California
$284K
SCM
663
Steele Capital Management
Iowa
$284K -$21.4K -135 -7%
PAM
664
Palisade Asset Management
Minnesota
$283K
ACM
665
Advance Capital Management
Michigan
$283K
ES
666
Eagle Strategies
New York
$283K -$166K -1,044 -37%
USCWA
667
U.S. Capital Wealth Advisors
Texas
$282K -$833K -5,243 -75%
FFP
668
FourThought Financial Partners
Florida
$282K -$33.7K -212 -11%
MFT
669
Moisand Fitzgerald Tamayo
Florida
$279K
LFG
670
Larson Financial Group
Missouri
$279K +$318 +2 +0.1%
BWA
671
Bordeaux Wealth Advisors
California
$278K
TCOV
672
Trust Company of Vermont
Vermont
$277K +$26.4K +166 +10%
NF
673
Norwood Financial
Pennsylvania
$275K
SFP
674
Shepherd Financial Partners
Massachusetts
$273K -$31.6K -199 -10%
WMA
675
West Michigan Advisors
Michigan
$269K -$21.1K -133 -7%