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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 %
SIA
351
Stegner Investment Associates
Kentucky
$1.43M -$316K -1,905 -18%
UCFA
352
United Capital Financial Advisors
Texas
$1.43M +$92.5K +557 +7%
AAS
353
Ameritas Advisory Services
Nebraska
$1.39M +$1.39M +8,389 New
WCF
354
West Coast Financial
California
$1.38M
PRCP
355
Pacific Ridge Capital Partners
Oregon
$1.37M +$1.37M +8,266 New
EH
356
Equitable Holdings
New York
$1.35M +$248K +1,496 +22%
CWM
357
Cornerstone Wealth Management
Missouri
$1.35M +$159K +959 +13%
EDRH
358
Edmond de Rothschild Holding
Switzerland
$1.34M +$1.34M +8,040 New
QT
359
Quantbot Technologies
New York
$1.33M +$1.33M +8,000 New
APWA
360
Atlas Private Wealth Advisors
New Jersey
$1.33M
JFGIW
361
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.32M -$185K -1,112 -12%
PMFA
362
Plante Moran Financial Advisors
Michigan
$1.32M +$1.28M +7,716 +3,242%
VVP
363
Venture Visionary Partners
Ohio
$1.32M +$1.32M +7,931 New
VC
364
Veery Capital
Delaware
$1.31M +$50.2K +302 +4%
OR
365
Olympiad Research
Connecticut
$1.31M +$376K +2,267 +40%
EGA
366
E&G Advisors
Texas
$1.29M +$279K +1,681 +28%
WA
367
Winfield Associates
Ohio
$1.28M -$91.3K -550 -7%
EWA
368
Exencial Wealth Advisors
Oklahoma
$1.28M +$1.28M +7,707 New
VWA
369
Visionary Wealth Advisors
Illinois
$1.26M +$201K +1,210 +19%
HTC
370
Haverford Trust Company
Pennsylvania
$1.25M -$3.16K -19 -0.3%
CW
371
CreativeOne Wealth
Kansas
$1.25M -$43.3K -261 -3%
CCG
372
Cypress Capital Group
Florida
$1.24M +$973K +5,860 +363%
IWA
373
Intercontinental Wealth Advisors
Texas
$1.23M -$20.7K -125 -2%
CAM
374
Cresset Asset Management
Illinois
$1.22M +$334K +2,012 +38%
MFC
375
Morris Financial Concepts
South Carolina
$1.2M +$1.2M +7,217 New