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iShares Russell 2000 Value ETF

943 hedge funds and large institutions have $9.1B invested in iShares Russell 2000 Value ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 274 increasing their positions, 355 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
-20
Holders Change %
-2.08%
% of All Funds
13.67%
Holding in Top 10
27
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20.59%
% of All Funds
0.39%
New
90
Increased
274
Reduced
355
Closed
93
Calls
$74.4M
Puts
$40.4M
Net Calls
+$34M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
801
AlphaMark Advisors
Kentucky
$85K -$10.3K -65 -11%
CBT
802
CoreFirst Bank & Trust
Kansas
$83.4K
BL
803
Balentine LLC
Georgia
$80.8K
BBHC
804
Brown Brothers Harriman & Co
New York
$79.7K
MCM
805
Manchester Capital Management
Vermont
$79.4K
CB
806
CNB Bank
Pennsylvania
$77.2K +$16.2K +102 +27%
CJ
807
Caitlin John
Michigan
$76.6K -$636 -4 -0.8%
TIM
808
Tortoise Investment Management
New York
$76.4K -$11K -69 -13%
HH
809
Hilltop Holdings
Texas
$76.4K +$76.4K +481 New
WAG
810
Windsor Advisory Group
Ohio
$75.3K
CT
811
Cambridge Trust
Massachusetts
$73.1K +$73.1K +460 New
BCV
812
Banque Cantonale Vaudoise
Switzerland
$71K +$7.48K +47 +12%
APC
813
Aspire Private Capital
North Carolina
$69.9K -$8.89K -56 -11%
VWM
814
Valley Wealth Managers
New Jersey
$69.6K
FFA
815
Frazier Financial Advisors
Ohio
$68K
MG
816
MilWealth Group
Wisconsin
$66.3K
HBW
817
Hazlett, Burt & Watson
West Virginia
$65K +$157 +1 +0.2%
BMC
818
Bear Mountain Capital
Washington
$61.2K -$292 -2 -0.5%
RP
819
Rice Partnership
Hawaii
$59.6K
GWSG
820
GPS Wealth Strategies Group
Colorado
$58.8K
PWA
821
Provenance Wealth Advisors
Florida
$57.5K +$19.2K +121 +50%
RBC
822
Roble Belko & Company
Pennsylvania
$54K
BA
823
Ballast Advisors
Minnesota
$53.7K
FP
824
Financial Perspectives
Minnesota
$52.4K +$159 +1 +0.3%
MAM
825
Marquette Asset Management
Minnesota
$51.5K