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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 %
WFA
776
WestHill Financial Advisors
California
$116K -$3.33K -24 -3%
IGWM
777
ICA Group Wealth Management
Colorado
$114K +$114K +819 New
BSWA
778
Bromfield Sneider Wealth Advisors
Massachusetts
$112K
DWP
779
Destiny Wealth Partners
Florida
$111K -$159K -1,147 -59%
AWM
780
Atticus Wealth Management
Florida
$102K +$102K +735 New
SMA
781
Sage Mountain Advisors
Georgia
$98.3K
MA
782
Montag & Associates
Georgia
$97.3K +$139 +1 +0.1%
SC
783
SouthState Corp
Florida
$97.2K
EK
784
Evensky & Katz
Florida
$97K -$22.1K -160 -19%
BFPW
785
BOK Financial Private Wealth
Colorado
$95.7K
ACP
786
Arcus Capital Partners
Georgia
$95.6K +$95.6K +690 New
BTI
787
Blue Trust Inc
Georgia
$95K -$7.01K -54 -7%
OC
788
Oakworth Capital
Alabama
$93K
TSWM
789
Tyler-Stone Wealth Management
Ohio
$89K
FWM
790
Focused Wealth Management
New York
$88.7K +$19.5K +141 +28%
BCM
791
Bourgeon Capital Management
Connecticut
$88.1K -$16.9K -122 -16%
SWM
792
Sugarloaf Wealth Management
Georgia
$87.9K
TFGT
793
TS Financial Group (TSFG)
Illinois
$85K
JEST
794
JTC Employer Solutions Trustee
Jersey
$85K
CBT
795
CoreFirst Bank & Trust
Kansas
$83.2K
HH
796
Hilltop Holdings
Texas
$80K +$80K +577 New
TIM
797
Tortoise Investment Management
New York
$76.3K -$42.6K -307 -36%
RWMH
798
Riverpoint Wealth Management Holdings
Illinois
$76.3K +$76.3K +550 New
CSWM
799
Cassady Schiller Wealth Management
Ohio
$75K +$75K +541 New
BLC
800
Brown, Lisle/Cummings
Rhode Island
$74.2K