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iShares Russell 2000 Value ETF

866 hedge funds and large institutions have $7.94B invested in iShares Russell 2000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 273 increasing their positions, 333 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
-63
Holders Change %
-6.78%
% of All Funds
13.86%
Holding in Top 10
32
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-33.33%
% of All Funds
0.51%
New
67
Increased
273
Reduced
333
Closed
107
Calls
$6.14M
Puts
$63.1M
Net Calls
-$57M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FSWA
201
Financial Synergies Wealth Advisors
Texas
$3.55M +$18.2K +133 +0.5%
LSPW
202
Lake Street Private Wealth
Illinois
$3.5M +$241K +1,756 +7%
RZH
203
Relyea Zuckerberg Hanson
Connecticut
$3.47M +$43.8K +320 +1%
MAM
204
Meeder Asset Management
Ohio
$3.45M +$377K +2,753 +12%
GLLW
205
Graves Light Lenhart Wealth
Virginia
$3.33M -$11K -80 -0.3%
LL
206
LWMG LLC
Minnesota
$3.33M +$830K +6,061 +33%
PP
207
Prosperity Planning
Missouri
$3.29M +$181K +1,322 +6%
RJT
208
Raymond James Trust
Florida
$3.26M +$216K +1,573 +7%
SCM
209
SCS Capital Management
Massachusetts
$3.26M
GIA
210
GHP Investment Advisors
Colorado
$3.19M -$172K -1,252 -5%
JIR
211
James Investment Research
Ohio
$3.13M -$79.2K -578 -2%
SWM
212
Southern Wealth Management
Texas
$3.12M -$1.18M -8,624 -27%
FCI
213
Financial Counselors Inc
Kansas
$3.1M +$62.4K +455 +2%
CCB
214
Country Club Bank
Missouri
$3.07M -$116K -864 -4%
BIM
215
Bridges Investment Management
Nebraska
$3.05M
Lido Advisors
216
Lido Advisors
California
$2.99M +$1.94M +14,135 +184%
RWA
217
Redmont Wealth Advisors
Illinois
$2.96M -$623K -4,544 -17%
Mercer Global Advisors
218
Mercer Global Advisors
Colorado
$2.93M +$238K +1,736 +9%
RWG
219
Regal Wealth Group
California
$2.88M -$910K -6,674 -24%
HI
220
Harbour Investments
Wisconsin
$2.86M +$44K +321 +2%
GAB
221
German American Bancorp
Indiana
$2.84M +$121K +880 +4%
IP
222
Investment Partners
Ohio
$2.82M +$17.3K +126 +0.6%
FCFC
223
First Commonwealth Financial Corp
Pennsylvania
$2.8M -$1.35M -9,852 -33%
FWMM
224
Foundation Wealth Management (Missouri)
Missouri
$2.78M -$4.39K -32 -0.2%
SYBT
225
Stock Yards Bank & Trust
Kentucky
$2.78M -$49.7K -363 -2%