IWN icon

iShares Russell 2000 Value ETF

542 hedge funds and large institutions have $5.3B invested in iShares Russell 2000 Value ETF in 2017 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 172 increasing their positions, 212 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
-17
Holders Change %
-3.04%
% of All Funds
13.51%
Holding in Top 10
40
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20%
% of All Funds
1%
New
52
Increased
172
Reduced
212
Closed
62
Calls
$14.5M
Puts
$78M
Net Calls
-$63.4M
Net Calls Change
-$68.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CB
301
Chemical Bank
Michigan
$658K -$31.3K -265 -5%
CA
302
Clearstead Advisors
Ohio
$653K +$591 +5 +0.1%
LC
303
Lourd Capital
California
$650K
GC
304
Garde Capital
Washington
$645K -$90.3K -765 -12%
VCM
305
Vigilant Capital Management
Maine
$636K
RIA
306
RPG Investment Advisory
California
$636K +$636K +5,396 New
MWP
307
MYCIO Wealth Partners
Pennsylvania
$634K +$96.2K +815 +18%
FBFS
308
First Business Financial Services
Wisconsin
$633K
BFPW
309
BOK Financial Private Wealth
Colorado
$625K -$49.1K -416 -7%
AAS
310
Annex Advisory Services
Wisconsin
$618K -$10.5K -89 -2%
SCM
311
SOL Capital Management
Maryland
$611K +$142K +1,200 +30%
FA
312
FCG Advisors
New Jersey
$607K -$9.69K -82 -2%
SFFS
313
Stonehage Fleming Financial Services
Jersey
$607K
RFM
314
Royal Fund Management
Florida
$598K +$142K +1,198 +31%
RhumbLine Advisers
315
RhumbLine Advisers
Massachusetts
$594K +$594K +5,030 New
CT
316
Cambridge Trust
Massachusetts
$587K -$9.82K -83 -2%
BCM
317
Bienville Capital Management
New York
$578K -$67.3K -569 -10%
HCC
318
Hirtle Callaghan & Co
Pennsylvania
$576K
PAG
319
Pinnacle Advisory Group
Maryland
$560K -$15.8K -134 -3%
FHA
320
First Horizon Advisors
Tennessee
$558K +$29.9K +253 +6%
LWAC
321
Laurel Wealth Advisors (California)
California
$557K
SI
322
SII Investments
Wisconsin
$543K -$18.3K -156 -3%
MFW
323
Mosaic Family Wealth
Missouri
$543K -$16.1K -136 -3%
TI
324
Truepoint Inc
Ohio
$538K -$61K -517 -10%
WAM
325
Wealthspire Advisors (Maryland)
Maryland
$537K -$9.57K -81 -2%