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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 %
MFG
401
Magnus Financial Group
New York
$1.03M +$101K +610 +11%
GC
402
Garde Capital
Washington
$1.02M -$1.33K -8 -0.1%
AWM
403
Aprio Wealth Management
Georgia
$1.01M +$99.6K +600 +11%
Cohen & Steers
404
Cohen & Steers
New York
$1.01M
CCT
405
Chemung Canal Trust
New York
$1M +$31K +187 +3%
BAM
406
Berkshire Asset Management
Pennsylvania
$1M +$49.8K +300 +5%
6F
407
626 Financial
Michigan
$1M +$1M +6,022 New
TW
408
Transform Wealth
Colorado
$996K +$66.9K +403 +7%
NLG
409
New Legacy Group
New York
$996K +$996K +6,000 New
CFAM
410
Coury Firm Asset Management
Pennsylvania
$985K +$985K +5,964 New
BCI
411
Brinker Capital Investments
Pennsylvania
$984K +$984K +5,929 New
WSTAM
412
Wilbanks Smith & Thomas Asset Management
Virginia
$977K -$22.1K -133 -2%
WHG
413
Westwood Holdings Group
Texas
$970K +$970K +5,842 New
CG
414
Colony Group
Massachusetts
$968K -$75.2K -453 -7%
SCM
415
SOL Capital Management
Maryland
$964K +$30.7K +185 +3%
Voloridge Investment Management
416
Voloridge Investment Management
Florida
$947K +$947K +5,701 New
BP
417
Ballentine Partners
Massachusetts
$946K +$946K +5,696 New
HCM
418
Howland Capital Management
Massachusetts
$944K
CFFP
419
Center for Financial Planning
Michigan
$929K -$7.97K -48 -0.9%
AAM
420
Autus Asset Management
Arizona
$928K -$7.47K -45 -0.8%
PAS
421
Park Avenue Securities
New York
$926K +$926K +5,574 New
RIA
422
RPG Investment Advisory
California
$922K +$1.33K +8 +0.1%
NSIM
423
North Star Investment Management
Illinois
$902K +$23.6K +142 +3%
TCA
424
Transcend Capital Advisors
New Jersey
$901K +$22.6K +136 +3%
OCG
425
Opus Capital Group
Ohio
$900K +$5.98K +36 +0.7%