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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 %
PCWA
876
Pacific Capital Wealth Advisors
California
$23.8K +$23.8K +153 New
SN
877
Sittner & Nelson
Oregon
$23.5K
IRC
878
Investors Research Corp
Georgia
$23.3K
MMG
879
Monetary Management Group
Missouri
$23.3K
HDIM
880
Hanson & Doremus Investment Management
Vermont
$23K
HB
881
Horizon Bancorp
Indiana
$23K +$23K +145 New
AWM
882
Abound Wealth Management
Tennessee
$22.4K -$3.1K -20 -12%
AIM
883
Arcadia Investment Management
Michigan
$21.3K
CT
884
Clearstead Trust
Maine
$21.3K -$15.5K -100 -42%
GEA
885
Glen Eagle Advisors
New Jersey
$21.3K
AEPWM
886
Atlantic Edge Private Wealth Management
Florida
$21.1K +$21.1K +136 New
MSG
887
Main Street Group
Virginia
$20.4K +$20.4K +131 New
AIA
888
Armor Investment Advisors
North Carolina
$20.2K
BIA
889
Bell Investment Advisors
California
$19.9K +$19.3K +124 +3,100%
AWM
890
Able Wealth Management
New Jersey
$18.1K +$18.1K +117 New
CPA
891
Clear Point Advisors
New York
$17.9K +$17.9K +115 New
SS
892
Sunbelt Securities
Texas
$17.6K -$1.24K -8 -7%
EW
893
Element Wealth
Mississippi
$16.5K +$155 +1 +1%
RMC
894
Resources Management Corp
Connecticut
$16K
BWM
895
BKM Wealth Management
Wisconsin
$16K +$16K +102 New
SAM
896
Smartleaf Asset Management
Massachusetts
$15.8K +$15.8K +100 New
PA
897
Pineridge Advisors
Missouri
$15.7K +$15.7K +101 New
HWM
898
Horizons Wealth Management
North Carolina
$15.5K
Walleye Capital
899
Walleye Capital
New York
$14.9K -$155K -1,000 -91%
BC
900
Barrett & Company
Rhode Island
$14.8K