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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 %
EWM
676
EPG Wealth Management
Georgia
$210K +$959 +7 +0.5%
NCM
677
NCM Capital Management
New Jersey
$208K -$568K -4,145 -73%
EFG
678
Everhart Financial Group
Ohio
$207K -$4.8K -35 -2%
BFS
679
Bradley Foster & Sargent
Connecticut
$207K -$3.43K -25 -2%
AIS
680
American Investment Services
Massachusetts
$206K
WTA
681
Washington Trust Advisors
Massachusetts
$206K -$109K -799 -35%
TH
682
TCTC Holdings
Texas
$206K
MAP
683
Managed Asset Portfolios
Michigan
$206K
KF
684
Krilogy Financial
Missouri
$206K -$1.65K -12 -0.8%
FI
685
Financial Insights
Washington
$206K +$206K +1,501 New
PIM
686
Penobscot Investment Management
Massachusetts
$205K
CWM
687
Circle Wealth Management
New Jersey
$205K
FCM
688
Family Capital Management
Michigan
$203K
VNB
689
Virginia National Bank
Virginia
$202K -$14.4K -105 -7%
BAAM
690
Baker Avenue Asset Management
California
$201K -$33.4K -244 -14%
LWANC
691
Laurel Wealth Advisors (North Carolina)
North Carolina
$194K
SAM
692
S.A. Mason
Michigan
$194K
TF
693
Tompkins Financial
New York
$192K
CSPIA
694
Cary Street Partners Investment Advisory
Virginia
$191K
Fisher Asset Management
695
Fisher Asset Management
Washington
$189K -$75.4K -550 -29%
CFGS
696
Concourse Financial Group Securities
Alabama
$185K +$22.9K +167 +14%
JFG
697
JDM Financial Group
Texas
$179K +$411 +3 +0.2%
HPC
698
HM Payson & Co
Maine
$178K -$30.1K -220 -14%
AFS
699
Annapolis Financial Services
Maryland
$177K
AAP
700
Arax Advisory Partners
Colorado
$176K -$177K -1,291 -50%