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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 %
TFCP
701
Twin Focus Capital Partners
Massachusetts
$225K +$225K +1,621 New
SHGA
702
Sand Hill Global Advisors
California
$224K
DIS
703
Diversified Investment Strategies
Louisiana
$223K
MA
704
Mutual Advisors
Nebraska
$222K +$222K +1,601 New
MPPLM
705
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$221K +$221K +1,596 New
IAIM
706
International Assets Investment Management
Florida
$221K +$221K +1,594 New
NEPWA
707
New England Private Wealth Advisors
Massachusetts
$220K +$220K +1,583 New
VNB
708
Virginia National Bank
Virginia
$219K -$95.8K -691 -30%
SIC
709
Sigma Investment Counselors
Michigan
$219K
AssetMark Inc
710
AssetMark Inc
California
$217K
JWM
711
Jeppson Wealth Management
California
$215K -$89.9K -648 -30%
EFG
712
Everhart Financial Group
Ohio
$215K +$215K +1,547 New
RW
713
REDW Wealth
New Mexico
$213K +$213K +1,539 New
BFS
714
Bradley Foster & Sargent
Connecticut
$213K +$213K +1,536 New
CF
715
Centaurus Financial
California
$212K -$277 -2 -0.1%
WMA
716
West Michigan Advisors
Michigan
$212K -$6.52K -47 -3%
CWM
717
ClientFirst Wealth Management
Arkansas
$212K -$304K -2,190 -59%
EWM
718
EPG Wealth Management
Georgia
$211K +$1.25K +9 +0.6%
TP
719
Tranquility Partners
Tennessee
$211K -$38.6K -278 -15%
HPC
720
HM Payson & Co
Maine
$211K +$30.5K +220 +17%
KF
721
Krilogy Financial
Missouri
$210K +$210K +1,514 New
CFS
722
Cannon Financial Strategists
Georgia
$210K +$210K +1,514 New
LWA
723
LWS Wealth Advisors
New Jersey
$209K +$209K +1,511 New
CS
724
Comerica Securities
Michigan
$209K +$209K +1,505 New
TH
725
TCTC Holdings
Texas
$209K