IWN icon

iShares Russell 2000 Value ETF

363 hedge funds and large institutions have $3.16B invested in iShares Russell 2000 Value ETF in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 128 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
10.54%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.61%
New
38
Increased
133
Reduced
128
Closed
34
Calls
$16.2M
Puts
$31.4M
Net Calls
-$15.2M
Net Calls Change
-$26.1M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
226
Lourd Capital
California
$515K
FPTW
227
Franklin, Parlapiano, Turner & Welch
Texas
$513K -$3.46K -37 -0.7%
SCM
228
SOL Capital Management
Maryland
$508K
CWM
229
Confluence Wealth Management
Oregon
$505K -$66.4K -710 -12%
AMCA
230
Arthur M. Cohen & Associates
Illinois
$505K +$505K +4,066 New
QCM
231
Quadrant Capital Management
New Jersey
$494K +$30.4K +325 +7%
CBN
232
Cadence Bank NA
Texas
$491K
TH
233
TCTC Holdings
Texas
$488K
PAI
234
Pittenger & Anderson Inc
Nebraska
$482K -$4.68K -50 -1%
NFG
235
Noven Financial Group
Colorado
$481K -$12.9M -138,233 -96%
FHA
236
First Horizon Advisors
Tennessee
$479K -$16.4K -176 -3%
MFS
237
MSI Financial Services
Massachusetts
$450K +$33K +353 +8%
JFG
238
JMG Financial Group
Illinois
$449K -$18.7K -200 -4%
FNBT
239
FineMark National Bank & Trust
Florida
$447K +$54K +577 +14%
PG
240
PEAK6 Group
Illinois
$430K +$430K +4,600 New
SC
241
Sumit Capital
New York
$418K +$34.8K +372 +9%
1GA
242
1st Global Advisors
Texas
$414K -$1.31K -14 -0.3%
CANC
243
Culbertson A N & Co
Virginia
$412K
ICOA
244
Investment Centers of America
North Dakota
$386K +$20.9K +223 +6%
PSI
245
Pinnacle Summer Investments
Virginia
$383K +$749 +8 +0.2%
LWM
246
LBA Wealth Management
Florida
$366K -$14K -150 -4%
SPL
247
Smart Portfolios LLC
Washington
$365K -$2.94M -31,365 -89%
PCM
248
Piermont Capital Management
Missouri
$356K -$468K -5,000 -57%
BPC
249
Banque Pictet & Cie
Switzerland
$356K
Thrivent Financial for Lutherans
250
Thrivent Financial for Lutherans
Minnesota
$356K +$356K +3,800 New