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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 %
MWM
251
Maltin Wealth Management
New Jersey
$3.26M +$199K +1,196 +6%
FCFC
252
First Commonwealth Financial Corp
Pennsylvania
$3.24M +$201K +1,210 +7%
SFM
253
Systematic Financial Management
New Jersey
$3.11M +$2.67M +16,053 +604%
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$3.04M +$222K +1,335 +8%
IP
255
Investment Partners
Ohio
$3M +$98.6K +594 +3%
WDG
256
Wealth Dimensions Group
Ohio
$2.95M +$545K +3,284 +23%
FCI
257
Financial Counselors Inc
Kansas
$2.89M -$137K -826 -5%
CCMLC
258
Cardinal Capital Management LLC (Connecticut)
Connecticut
$2.86M +$2.86M +17,208 New
RJT
259
Raymond James Trust
Florida
$2.85M +$466K +2,805 +20%
USCWA
260
U.S. Capital Wealth Advisors
Texas
$2.84M -$209K -1,261 -7%
OC
261
Oppenheimer & Co
New York
$2.82M -$41.7K -251 -1%
WAM
262
Weinberger Asset Management
California
$2.82M +$2.82M +16,965 New
CHC
263
City Holding Co
West Virginia
$2.82M -$16.7K -105 -0.6%
BMCM
264
Bryn Mawr Capital Management
Pennsylvania
$2.82M -$1.83K -11 -0.1%
APA
265
American Portfolios Advisors
New York
$2.77M +$112K +676 +4%
SWA
266
Sax Wealth Advisors
New Jersey
$2.76M -$4.48K -27 -0.2%
CM
267
Castleark Management
Illinois
$2.75M
AMG
268
Asset Management Group
Connecticut
$2.66M +$27.9K +168 +1%
SMC
269
Smith, Moore & Co
Missouri
$2.66M -$23.7K -143 -0.9%
SLT
270
St Louis Trust
Missouri
$2.61M +$1.25M +7,500 +91%
PP
271
Prosperity Planning
Missouri
$2.58M -$4.32K -26 -0.2%
WA
272
Wealth Architects
California
$2.56M
AIA
273
Alera Investment Advisors
Illinois
$2.52M -$579K -3,486 -19%
HJMC
274
Hellman Jordan Management Company
Massachusetts
$2.5M -$577K -3,472 -19%
C
275
Certuity
Florida
$2.46M +$1.57M +9,440 +176%