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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 %
WCM Investment Management
826
WCM Investment Management
California
$72.4K +$72.4K +459 New
VWM
827
Valley Wealth Managers
New Jersey
$68K
FFA
828
Frazier Financial Advisors
Ohio
$66.5K +$66.5K +428 New
MG
829
MilWealth Group
Wisconsin
$64.8K
HBW
830
Hazlett, Burt & Watson
West Virginia
$64K
BCV
831
Banque Cantonale Vaudoise
Switzerland
$62K -$15.1K -97 -20%
BMC
832
Bear Mountain Capital
Washington
$61.8K +$61.8K +421 New
CB
833
CNB Bank
Pennsylvania
$59.6K -$21.3K -137 -26%
RP
834
Rice Partnership
Hawaii
$58.2K -$19.4K -125 -25%
GWSG
835
GPS Wealth Strategies Group
Colorado
$57.5K +$15.5K +100 +37%
DPW
836
DiNuzzo Private Wealth
Pennsylvania
$57K +$57K +367 New
LFA
837
Livelsberger Financial Advisory
Ohio
$56.5K +$56.5K +364 New
GBT
838
Grove Bank & Trust
Florida
$56.1K
EWA
839
EverSource Wealth Advisors
Alabama
$55.1K
TFGT
840
TS Financial Group (TSFG)
Illinois
$53K -$42.2K -271 -44%
RBC
841
Roble Belko & Company
Pennsylvania
$53K
BA
842
Ballast Advisors
Minnesota
$52.5K
FP
843
Financial Perspectives
Minnesota
$51.2K +$156 +1 +0.3%
MAM
844
Marquette Asset Management
Minnesota
$50.3K
PB
845
Pinnacle Bancorp
Nebraska
$48.5K
BFA
846
BBJS Financial Advisors
Washington
$48.2K
DIP
847
DT Investment Partners
Pennsylvania
$47.7K +$47.7K +313 New
PO
848
Private Ocean
California
$45.8K
T
849
Tidemark
California
$45.6K +$45.6K +294 New
UCB
850
United Community Bank
South Carolina
$42.4K