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iShares Russell 2000 Value ETF

664 hedge funds and large institutions have $4.75B invested in iShares Russell 2000 Value ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 212 increasing their positions, 272 reducing their positions, and 129 closing their positions.

Holders
664
Holders Change
-74
Holders Change %
-10.03%
% of All Funds
14.67%
Holding in Top 10
28
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-33.33%
% of All Funds
0.62%
New
66
Increased
212
Reduced
272
Closed
129
Calls
$6.78M
Puts
$4.65M
Net Calls
+$2.14M
Net Calls Change
-$4.19M
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$6.09M -$842K -10,265 -12%
FAM
102
Flaharty Asset Management
Florida
$6.06M +$105K +1,281 +2%
JPG
103
Jordan Park Group
California
$6.03M +$1.11M +13,529 +23%
IFA
104
Interactive Financial Advisors
Illinois
$5.96M -$50.5K -615 -0.8%
PFBT
105
Parkside Financial Bank & Trust
Missouri
$5.93M -$224K -2,727 -4%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$5.92M -$12.3M -150,406 -68%
TC
107
Telemus Capital
Michigan
$5.82M -$262K -2,755 -4%
LFWA
108
LBJ Family Wealth Advisors
Texas
$5.66M +$25.8K +314 +0.5%
WF
109
WoodTrust Financial
Wisconsin
$5.55M -$531K -6,475 -9%
CS
110
Credit Suisse
Switzerland
$5.49M +$1.52M +18,558 +38%
CWM
111
Concentric Wealth Management
California
$5.46M +$766K +9,340 +16%
Mariner
112
Mariner
Kansas
$4.99M -$207K -2,340 -4%
SAM
113
Silvercrest Asset Management
New York
$4.86M -$3.64M -44,340 -43%
HWA
114
Hillcrest Wealth Advisors
New Jersey
$4.85M -$306K -3,725 -6%
BCIM
115
Bishop & Co Investment Management
Pennsylvania
$4.74M -$171K -1,329 -3%
American Century Companies
116
American Century Companies
Missouri
$4.66M +$4.66M +56,808 New
HW
117
Hancock Whitney
Mississippi
$4.61M -$211K -2,572 -4%
SCG
118
Sonata Capital Group
Washington
$4.55M -$257K -3,133 -5%
CWC
119
Carolinas Wealth Consulting
North Carolina
$4.34M +$1.48M +18,094 +52%
AAS
120
Avantax Advisory Services
Texas
$4.21M +$3.15M +38,364 +297%
JIC
121
Johnson Investment Counsel
Ohio
$4.09M +$1.36M +16,546 +50%
B
122
Bailard
California
$4.08M -$35.1M -427,937 -90%
State Street
123
State Street
Massachusetts
$4.07M -$2.74M -33,443 -40%
NSCM
124
New South Capital Management
Tennessee
$4.05M -$1.42M -17,285 -26%
AllianceBernstein
125
AllianceBernstein
Tennessee
$4.03M +$821K +10,009 +26%