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iShares Russell 2000 Value ETF

938 hedge funds and large institutions have $11.9B invested in iShares Russell 2000 Value ETF in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 348 increasing their positions, 234 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
+110
Holders Change %
+13.29%
% of All Funds
14.49%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
0.8%
New
170
Increased
348
Reduced
234
Closed
45
Calls
$88M
Puts
$355M
Net Calls
-$267M
Net Calls Change
-$251M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
226
Southern Wealth Management
Texas
$3.81M -$308K -1,858 -7%
SPIA
227
Steward Partners Investment Advisory
New York
$3.8M +$610K +3,676 +19%
PFA
228
Pure Financial Advisors
California
$3.78M +$1.02M +6,169 +37%
NC
229
NBW Capital
Massachusetts
$3.76M +$3.76M +22,615 New
MA
230
Mutual Advisors
Nebraska
$3.73M +$3.73M +22,480 New
PFA
231
Pettinga Financial Advisors
Indiana
$3.73M +$563K +3,388 +18%
TW
232
Towerpoint Wealth
California
$3.72M -$328K -1,976 -8%
BIM
233
Bridges Investment Management
Nebraska
$3.7M -$10.3M -61,966 -74%
LBC
234
Lowe Brockenbrough & Co
Virginia
$3.68M +$544K +3,274 +17%
SFG
235
StrategIQ Financial Group
Indiana
$3.67M +$616K +3,709 +20%
LTL
236
Lowery Thomas LLC
California
$3.62M +$3.62M +21,811 New
HWM
237
HB Wealth Management
Georgia
$3.54M +$3.54M +21,326 New
TYCC
238
Texas Yale Capital Corp
Florida
$3.54M
Wellington Management Group
239
Wellington Management Group
Massachusetts
$3.49M -$3.01M -18,109 -46%
CCT
240
Country Club Trust
Missouri
$3.48M +$32.5K +196 +0.9%
LSPW
241
Lake Street Private Wealth
Illinois
$3.48M +$6.64K +40 +0.2%
WPWM
242
Windward Private Wealth Management
Kansas
$3.45M -$265K -1,597 -7%
CWA
243
Cornerstone Wealth Advisors
Minnesota
$3.45M -$17.6K -106 -0.5%
IWC
244
Integrated Wealth Concepts
Massachusetts
$3.45M +$1.01M +6,066 +41%
BC
245
Bartlett & Co
Ohio
$3.41M -$252K -1,520 -7%
BCWM
246
Bartlett & Co Wealth Management
Ohio
$3.41M -$252K -1,520 -7%
OFS
247
Oldfather Financial Services
Nebraska
$3.4M +$305K +1,905 +10%
GMA
248
Goldstein Munger & Associates
California
$3.32M -$19.9K -120 -0.6%
GCA
249
Genesee Capital Advisors
New York
$3.3M +$59.6K +359 +2%
Natixis Advisors
250
Natixis Advisors
Massachusetts
$3.29M +$3.29M +19,794 New