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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 %
CWM
701
CCG Wealth Management
California
$248K +$6.67K +42 +3%
MG
702
Mather Group
Illinois
$247K
ARA
703
Alexander Randolph Advisory
Virginia
$247K
PFP
704
Paragon Financial Partners
California
$246K +$159 +1 +0.1%
D
705
Dentgroup
Louisiana
$246K -$41.9K -264 -15%
CAG
706
Crestwood Advisors Group
Massachusetts
$245K +$37.3K +235 +18%
EWM
707
EPG Wealth Management
Georgia
$244K +$1.27K +8 +0.5%
MPCL
708
My Personal CFO LLC
Washington
$243K
LWANC
709
Laurel Wealth Advisors (North Carolina)
North Carolina
$241K +$15.2K +96 +7%
LC
710
Lindbrook Capital
California
$239K
USB
711
Union Savings Bank
Connecticut
$238K
DAS
712
Dynamic Advisor Solutions
Arizona
$237K +$237K +1,493 New
FFA
713
Farther Finance Advisors
California
$236K +$32.7K +208 +16%
CIA
714
Compass Ion Advisors
Pennsylvania
$235K
MBT
715
Montecito Bank & Trust
California
$234K -$5.4K -34 -2%
VA
716
Valmark Advisers
Ohio
$232K +$232K +1,464 New
EB
717
Emprise Bank
Kansas
$232K +$232K +1,461 New
QCM
718
Quantinno Capital Management
New York
$232K +$232K +1,458 New
NG
719
Northstar Group
New York
$231K
KWS
720
Keystone Wealth Services
California
$229K
LOPW
721
Live Oak Private Wealth
North Carolina
$228K
ETIA
722
Epic Trust Investment Advisors
Washington
$228K -$127K -801 -36%
SI
723
Saxon Interests
Texas
$226K -$100K -631 -31%
MFIM
724
Mesirow Financial Investment Management
Illinois
$224K -$11.3K -71 -5%
AC
725
Annandale Capital
Texas
$224K