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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 %
EWM
301
Evercore Wealth Management
New York
$2.01M
CCM
302
Carlson Capital Management
Minnesota
$2.01M +$52.3K +315 +3%
TC
303
Towle & Co
Colorado
$1.99M +$1.99M +12,010 New
OAM
304
Oppenheimer Asset Management
New York
$1.98M +$1.98M +11,923 New
SFS
305
Sowell Financial Services
Arkansas
$1.97M -$218K -1,310 -10%
PA
306
Pinnacle Associates
New York
$1.97M +$136K +820 +7%
BIA
307
BHK Investment Advisors
Alabama
$1.94M +$4.15K +25 +0.2%
PCIA
308
Prime Capital Investment Advisors
Kansas
$1.93M +$752K +4,528 +64%
FWP
309
FAS Wealth Partners
Kansas
$1.92M -$106K -637 -5%
AIM
310
Alhambra Investment Management
Florida
$1.9M +$121K +727 +7%
QCG
311
Quadrant Capital Group
Ohio
$1.9M
ZB
312
Zions Bancorporation
Utah
$1.89M +$554K +3,337 +42%
EVM
313
Eaton Vance Management
Massachusetts
$1.88M -$20.6K -124 -1%
HIP
314
HUB Investment Partners
Texas
$1.84M -$87.7K -528 -5%
DI
315
Disciplined Investments
Oklahoma
$1.8M -$19.6K -118 -1%
SPC
316
Sigma Planning Corp
Michigan
$1.78M +$239K +1,438 +15%
FOA
317
Five Oceans Advisors
California
$1.74M -$1.33K -8 -0.1%
WP
318
WealthSource Partners
California
$1.74M +$43.2K +260 +3%
CA
319
Clearstead Advisors
Ohio
$1.73M +$752K +4,531 +77%
VFA
320
Valeo Financial Advisors
Indiana
$1.73M -$2.66K -16 -0.2%
COI
321
Connable Office Inc
Michigan
$1.73M +$1.73M +10,386 New
MFW
322
Meristem Family Wealth
Minnesota
$1.71M -$10.3K -62 -0.6%
FP
323
Factorial Partners
New York
$1.69M +$83K +500 +5%
Cerity Partners
324
Cerity Partners
New York
$1.69M +$937K +8,359 +124%
CIM
325
Confluence Investment Management
Missouri
$1.69M +$1.69M +10,172 New