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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 %
MPCG
726
Matrix Private Capital Group
New York
$101K -$16.4K -120 -14%
AWM
727
Atticus Wealth Management
Florida
$101K +$548 +4 +0.5%
ACA
728
Aptus Capital Advisors
Alabama
$101K +$59.9K +437 +147%
SMA
729
Sage Mountain Advisors
Georgia
$97.1K
SC
730
SouthState Corp
Florida
$96.1K
BFPW
731
BOK Financial Private Wealth
Colorado
$94.5K
BL
732
Balentine LLC
Georgia
$93.6K -$68.5K -500 -42%
EK
733
Evensky & Katz
Florida
$93K -$3.58K -26 -4%
NIC
734
Northwest Investment Counselors
Oregon
$92.1K -$99.5K -726 -52%
OC
735
Oakworth Capital
Alabama
$91.9K
FWM
736
Focused Wealth Management
New York
$87.8K
BCM
737
Bourgeon Capital Management
Connecticut
$87K
SWM
738
Sugarloaf Wealth Management
Georgia
$86.9K
TFGT
739
TS Financial Group (TSFG)
Illinois
$84K
JEST
740
JTC Employer Solutions Trustee
Jersey
$84K
CBT
741
CoreFirst Bank & Trust
Kansas
$82.2K
WFA
742
WestHill Financial Advisors
California
$77.5K -$36.7K -268 -32%
TWP
743
TFO Wealth Partners
Ohio
$76.2K -$12.3M -89,607 -99%
Walleye Trading
744
Walleye Trading
New York
$75.6K +$75.6K +552 New
TIM
745
Tortoise Investment Management
New York
$75.4K
BLC
746
Brown, Lisle/Cummings
Rhode Island
$73.3K
RP
747
Rice Partnership
Hawaii
$68.5K
EWP
748
Elevation Wealth Partners
California
$68.5K +$68.5K +500 New
CFD
749
Creative Financial Designs
Indiana
$67.1K +$137 +1 +0.2%
WAG
750
Windsor Advisory Group
Ohio
$64.9K -$109K -797 -63%