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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 %
MA
801
MCF Advisors
Kentucky
$22.3K
HDIM
802
Hanson & Doremus Investment Management
Vermont
$21K -$3.2K -23 -13%
MAWA
803
Moss Adams Wealth Advisors
Washington
$20.7K +$17.4K +127 +529%
SN
804
Sittner & Nelson
Oregon
$20.7K
IRC
805
Investors Research Corp
Georgia
$20.6K
MMG
806
Monetary Management Group
Missouri
$20.6K
AWM
807
Abound Wealth Management
Tennessee
$20.4K +$2.87K +21 +16%
HPIA
808
Hamilton Point Investment Advisors
North Carolina
$19.6K +$19.6K +143 New
QC
809
Quent Capital
New York
$18.1K +$18.1K +132 New
AIA
810
Armor Investment Advisors
North Carolina
$17.8K
PA
811
PSI Advisors
Florida
$17.1K
EW
812
Element Wealth
Mississippi
$14.3K
BWM
813
BerganKDV Wealth Management
Minnesota
$13.9K -$4.65K -34 -25%
HWM
814
Horizons Wealth Management
North Carolina
$13.7K
BC
815
Barrett & Company
Rhode Island
$13K +$1.37K +10 +12%
BWL
816
Bogart Wealth LLC
Virginia
$12.9K -$137 -1 -1%
IFAM
817
Institutional & Family Asset Management
Colorado
$12.6K +$274 +2 +2%
DMKJ
818
David M. Knott Jr
$12K
LWA
819
Lowe Wealth Advisors
Maryland
$11.6K
GI
820
Gradient Investments
Minnesota
$11.6K +$11.6K +85 New
CBT
821
Central Bank & Trust
Kentucky
$11.6K
1832 Asset Management
822
1832 Asset Management
Ontario, Canada
$11.5K
CIA
823
Cape Investment Advisory
Georgia
$11.4K +$11.4K +83 New
OIA
824
Optimum Investment Advisors
Illinois
$11K
RPCA
825
Running Point Capital Advisors
California
$11K