IWN icon

iShares Russell 2000 Value ETF

835 hedge funds and large institutions have $13.1B invested in iShares Russell 2000 Value ETF in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 288 increasing their positions, 286 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
-38
Holders Change %
-4.35%
% of All Funds
14.44%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.73%
New
51
Increased
288
Reduced
286
Closed
79
Calls
$19.6M
Puts
$206M
Net Calls
-$186M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
701
Blue Trust Inc
Georgia
$107K +$63.8K +469 +148%
BSWA
702
Bromfield Sneider Wealth Advisors
Massachusetts
$105K
BCM
703
Bourgeon Capital Management
Connecticut
$98K
CMP
704
Coston McIsaac & Partners
Maine
$97K
HGERS
705
Householder Group Estate & Retirement Specialist
Arizona
$95K -$107K -831 -53%
SMA
706
Sage Mountain Advisors
Georgia
$91K
SC
707
SouthState Corp
Florida
$90K
MA
708
Montag & Associates
Georgia
$90K +$88.7K +691 +6,910%
BFPW
709
BOK Financial Private Wealth
Colorado
$89K
RBC
710
Roble Belko & Company
Pennsylvania
$88K
OC
711
Oakworth Capital
Alabama
$87K
TSWM
712
Tyler-Stone Wealth Management
Ohio
$83K -$75.7K -584 -48%
SWM
713
Sugarloaf Wealth Management
Georgia
$82K
CCM
714
Covington Capital Management
California
$81K +$44.5K +347 +122%
JEST
715
JTC Employer Solutions Trustee
Jersey
$79K
TFGT
716
TS Financial Group (TSFG)
Illinois
$79K
CBT
717
CoreFirst Bank & Trust
Kansas
$77K
TWP
718
TFO Wealth Partners
Ohio
$71K
BLC
719
Brown, Lisle/Cummings
Rhode Island
$69K +$48.3K +375 +234%
FWM
720
Focused Wealth Management
New York
$64K
RP
721
Rice Partnership
Hawaii
$64K
CFD
722
Creative Financial Designs
Indiana
$63K
JFGIW
723
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60K -$56.6K -405 -49%
TC
724
Truvestments Capital
Florida
$58K
APC
725
Aspire Private Capital
North Carolina
$57K