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iShares Russell 2000 Value ETF

912 hedge funds and large institutions have $11.1B invested in iShares Russell 2000 Value ETF in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 307 increasing their positions, 302 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
-26
Holders Change %
-2.77%
% of All Funds
14.43%
Holding in Top 10
49
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.77%
% of All Funds
0.78%
New
90
Increased
307
Reduced
302
Closed
99
Calls
$38.6M
Puts
$431M
Net Calls
-$392M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
351
Keebeck Wealth Management
Illinois
$1.41M -$110K -680 -7%
VWA
352
Visionary Wealth Advisors
Illinois
$1.41M +$183K +1,134 +15%
CG
353
Corundum Group
Colorado
$1.4M -$4.38M -27,107 -76%
OC
354
Oppenheimer & Co
New York
$1.38M -$1.36M -8,422 -50%
UCFA
355
United Capital Financial Advisors
Texas
$1.36M -$31.2K -193 -2%
SFA
356
Sequoia Financial Advisors
Ohio
$1.34M +$182K +1,130 +16%
WCF
357
West Coast Financial
California
$1.34M -$969 -6 -0.1%
GRP
358
Global Retirement Partners
California
$1.34M +$1.34M +9,282 New
CM
359
Castleark Management
Illinois
$1.34M -$1.34M -8,280 -50%
IA
360
IFP Advisors
Florida
$1.32M +$763K +7,267 +137%
Cohen & Steers
361
Cohen & Steers
New York
$1.31M +$333K +2,061 +34%
CW
362
CreativeOne Wealth
Kansas
$1.31M +$94.7K +587 +8%
FGG
363
Financial Guidance Group
Florida
$1.31M +$1.31M +8,094 New
SIA
364
Stegner Investment Associates
Kentucky
$1.29M -$95.1K -589 -7%
CA
365
Clearstead Advisors
Ohio
$1.29M -$391K -2,425 -23%
MCM
366
MV Capital Management
Maryland
$1.29M +$543K +3,366 +73%
EGA
367
E&G Advisors
Texas
$1.29M +$32.3K +200 +3%
PMFA
368
Plante Moran Financial Advisors
Michigan
$1.28M
CWM
369
Cornerstone Wealth Management
Missouri
$1.26M -$54.9K -340 -4%
ASFA
370
All Season Financial Advisors
Colorado
$1.25M -$4.07M -25,237 -77%
EWA
371
Exencial Wealth Advisors
Oklahoma
$1.24M -$8.07K -50 -0.6%
TPCW
372
TD Private Client Wealth
New York
$1.22M +$410K +2,541 +50%
VW
373
Vance Wealth
California
$1.22M +$1.22M +7,575 New
HTC
374
Haverford Trust Company
Pennsylvania
$1.22M
IWA
375
Intercontinental Wealth Advisors
Texas
$1.21M +$6.45K +40 +0.5%