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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 %
CTC
701
Central Trust Company
Missouri
$175K
SWA
702
SOA Wealth Advisors
New York
$173K +$411 +3 +0.2%
NRC
703
New Republic Capital
North Carolina
$166K
NL
704
NKCFO LLC
Illinois
$164K
BAM
705
Baldrige Asset Management
Pennsylvania
$159K
Commonwealth Equity Services
706
Commonwealth Equity Services
Massachusetts
$157K +$303 +2,208 +0.2%
EWA
707
EverSource Wealth Advisors
Alabama
$155K
GWM
708
Grand Wealth Management
Michigan
$153K
AIM
709
Anchor Investment Management
South Carolina
$151K
Lazard Asset Management
710
Lazard Asset Management
New York
$150K
CT
711
Cambridge Trust
Massachusetts
$149K -$118K -864 -44%
CAL
712
Capital Advisors Ltd
Ohio
$145K
WT
713
Washington Trust
Rhode Island
$141K
MFA
714
McClarren Financial Advisors
Pennsylvania
$140K +$544 +4 +0.4%
RTL
715
Red Tortoise LLC
Georgia
$137K +$548 +4 +0.4%
VCM
716
Versant Capital Management
Arizona
$136K +$19.2K +140 +16%
AWM
717
Avior Wealth Management
Nebraska
$132K +$1.78K +13 +1%
CSB
718
City State Bank
Iowa
$132K
NL
719
NVWM LLC
Pennsylvania
$127K
WPA
720
West Paces Advisors
Georgia
$119K
AA
721
Addison Advisors
Vermont
$113K -$5.76K -42 -5%
IGWM
722
ICA Group Wealth Management
Colorado
$113K +$548 +4 +0.5%
BSWA
723
Bromfield Sneider Wealth Advisors
Massachusetts
$111K
S
724
SignatureFD
Georgia
$103K -$20.1K -147 -16%
CMP
725
Coston McIsaac & Partners
Maine
$103K