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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 %
AWM
776
Accel Wealth Management
Iowa
$41.3K +$3.28K +24 +9%
PO
777
Private Ocean
California
$40.4K
BWA
778
BDO Wealth Advisors
Florida
$37.6K +$4.39K +32 +13%
UCB
779
United Community Bank
South Carolina
$37.4K
First Manhattan
780
First Manhattan
New York
$34.8K
AIM
781
Arcadia Investment Management
Michigan
$32.6K -$13.8K -101 -30%
CT
782
Clearstead Trust
Maine
$32.5K +$13.7K +100 +73%
AIC
783
Archer Investment Corporation
Indiana
$31.7K
GWSG
784
GPS Wealth Strategies Group
Colorado
$31.5K +$31.5K +230 New
AWM
785
Aspire Wealth Management
Massachusetts
$30.4K
FCA
786
Fortis Capital Advisors
Kansas
$30.4K +$30.4K +222 New
SIS
787
Sound Income Strategies
Florida
$30K +$2.33K +17 +8%
EI
788
Ellevest Inc
New York
$29.8K
CG
789
Cutler Group
California
$29K -$2.81M -20,915 -99%
CB
790
Community Bank
New York
$28.6K
FPB
791
First PREMIER Bank
South Dakota
$28K
HGERS
792
Householder Group Estate & Retirement Specialist
Arizona
$28K +$28K +207 New
BFO
793
Biltmore Family Office
North Carolina
$27.4K
DWMG
794
DB Wealth Management Group
California
$26.4K
RDIA
795
RE Dickinson Investment Advisors
Iowa
$26K
AAG
796
Armstrong Advisory Group
Massachusetts
$25.9K -$411 -3 -2%
PCTC
797
Perkins Coie Trust Company
Washington
$25.3K
NSG
798
Nalls Sherbakoff Group
Tennessee
$24.8K +$24.8K +185 New
EWM
799
Endurance Wealth Management
Rhode Island
$23K
RG
800
Retirement Group
California
$23K