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iShares Russell 2000 Value ETF

963 hedge funds and large institutions have $10.2B invested in iShares Russell 2000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 295 increasing their positions, 332 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
+85
Holders Change %
+9.68%
% of All Funds
14.12%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.5%
New
150
Increased
295
Reduced
332
Closed
49
Calls
$90.1M
Puts
$94.2M
Net Calls
-$4.06M
Net Calls Change
+$25.6M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
801
Oakworth Capital
Alabama
$104K
BFPW
802
BOK Financial Private Wealth
Colorado
$104K -$7.3K -47 -7%
WPA
803
West Paces Advisors
Georgia
$101K
FWM
804
Focused Wealth Management
New York
$100K +$466 +3 +0.5%
RIM
805
Rockbridge Investment Management
New York
$99.9K +$99.9K +643 New
AP
806
Atwood & Palmer
Missouri
$99.3K
BCM
807
Bourgeon Capital Management
Connecticut
$98.6K
GI
808
GAMMA Investing
California
$98.1K +$98.1K +662 New
FMP
809
Financial Management Professionals
Texas
$97K +$93.4K +600 +2,609%
JEST
810
JTC Employer Solutions Trustee
Jersey
$96K
BLC
811
Brown, Lisle/Cummings
Rhode Island
$94K +$10.9K +70 +13%
AA
812
AlphaMark Advisors
Kentucky
$93K
VWM
813
Venturi Wealth Management
Texas
$89.9K +$89.9K +579 New
TWP
814
TFO Wealth Partners
Ohio
$86.9K -$60.4K -389 -41%
TIM
815
Tortoise Investment Management
New York
$85.4K
WIM
816
Westside Investment Management
California
$83.1K
CBT
817
CoreFirst Bank & Trust
Kansas
$81.5K -$11.7K -75 -13%
BL
818
Balentine LLC
Georgia
$79.1K
BBHC
819
Brown Brothers Harriman & Co
New York
$78K +$3.26K +21 +4%
MCM
820
Manchester Capital Management
Vermont
$77.7K
NFA
821
Northwest Financial Advisors
Virginia
$77.6K +$77.6K +500 New
APC
822
Aspire Private Capital
North Carolina
$77.1K +$8.7K +56 +13%
SFFS
823
Stonehage Fleming Financial Services
Jersey
$76K -$302K -1,945 -80%
CJ
824
Caitlin John
Michigan
$75.4K +$75.4K +486 New
WAG
825
Windsor Advisory Group
Ohio
$73.6K