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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 %
NW
276
NewEdge Wealth
Pennsylvania
$2.46M +$2.46M +14,785 New
FTS
277
Fifth Third Securities
Ohio
$2.45M +$18.9K +114 +0.8%
HI
278
Harbour Investments
Wisconsin
$2.41M -$249K -1,497 -9%
GWM
279
Geneos Wealth Management
Colorado
$2.38M -$2.99M -17,990 -56%
VCM
280
Viewpoint Capital Management
Washington
$2.37M +$2.37M +14,265 New
CCC
281
Crescent Capital Consulting
Louisiana
$2.34M -$896K -5,404 -28%
HR
282
Hardy Reed
Mississippi
$2.33M +$115K +695 +5%
DSC
283
Donald Smith & Co
New York
$2.31M +$270K +1,627 +13%
GC
284
Grimes & Company
Massachusetts
$2.3M
TWM
285
Tradition Wealth Management
Minnesota
$2.26M -$1.08M -6,502 -32%
PA
286
Parallel Advisors
California
$2.26M -$410K -2,471 -15%
AFA
287
American Financial Advisors
Georgia
$2.25M -$220K -1,325 -9%
LB
288
Legacy Bridge
Iowa
$2.21M +$220K +1,325 +11%
SWM
289
Shakespeare Wealth Management
Wisconsin
$2.21M +$127K +765 +6%
KPWS
290
Kestra Private Wealth Services
Texas
$2.2M +$1.1M +6,614 +100%
GC
291
Guggenheim Capital
Illinois
$2.17M +$217K +1,306 +11%
LWCFA
292
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.16M +$1.09M +6,574 +102%
RC
293
Roundview Capital
New Jersey
$2.14M -$9.13K -55 -0.4%
WAP
294
Wealthcare Advisory Partners
Pennsylvania
$2.13M -$310K -1,866 -13%
FPIS
295
Financial Planning & Information Services
Wisconsin
$2.13M -$18.1K -109 -0.8%
SC
296
Savant Capital
Illinois
$2.09M +$153K +921 +8%
KA
297
Klingman & Associates
New York
$2.08M
RWA
298
Redmont Wealth Advisors
Illinois
$2.07M +$2.07M +12,454 New
CIC
299
Carnegie Investment Counsel
Ohio
$2.04M +$177K +1,068 +10%
SSB
300
Sandy Spring Bank
Maryland
$2.02M +$341K +2,053 +20%