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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 %
MAP
726
Managed Asset Portfolios
Michigan
$208K +$208K +1,500 New
AC
727
Apella Capital
Connecticut
$208K +$208K +1,499 New
PIM
728
Penobscot Investment Management
Massachusetts
$207K +$207K +1,495 New
AIP
729
Ameritas Investment Partners
Nebraska
$207K -$12.8K -92 -6%
CWM
730
Circle Wealth Management
New Jersey
$207K +$207K +1,493 New
AIS
731
American Investment Services
Massachusetts
$206K +$206K +1,488 New
FCM
732
Family Capital Management
Michigan
$205K +$205K +1,478 New
GGS
733
Galvin Gaustad & Stein
Arizona
$203K +$203K +1,467 New
IA
734
IFG Advisory
Georgia
$202K +$202K +1,459 New
NG
735
Northstar Group
New York
$202K +$202K +1,455 New
RBC
736
Romano Brothers & Co
Illinois
$200K +$200K +1,443 New
KCM
737
Kanawha Capital Management
Virginia
$200K +$200K +1,445 New
LWANC
738
Laurel Wealth Advisors (North Carolina)
North Carolina
$197K +$139 +1 +0.1%
SAM
739
S.A. Mason
Michigan
$196K +$7.07K +51 +4%
TF
740
Tompkins Financial
New York
$194K -$42.3K -305 -18%
NIC
741
Northwest Investment Counselors
Oregon
$194K +$189K +1,362 +3,783%
CSPIA
742
Cary Street Partners Investment Advisory
Virginia
$193K -$30.4K -219 -14%
CAS
743
Coppell Advisory Solutions
Texas
$185K +$185K +1,334 New
CASC
744
Coppell Advisory Solutions Corp
Texas
$185K +$185K +1,334 New
JFG
745
JDM Financial Group
Texas
$180K +$180K +1,300 New
AFS
746
Annapolis Financial Services
Maryland
$179K
CTC
747
Central Trust Company
Missouri
$177K
WAG
748
Windsor Advisory Group
Ohio
$176K +$176K +1,271 New
SWA
749
SOA Wealth Advisors
New York
$175K +$1.39K +10 +0.8%
NRC
750
New Republic Capital
North Carolina
$168K +$168K +1,209 New