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iShares Russell 2000 Value ETF

767 hedge funds and large institutions have $8.54B invested in iShares Russell 2000 Value ETF in 2020 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 265 increasing their positions, 196 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
+134
Holders Change %
+21.17%
% of All Funds
13.61%
Holding in Top 10
44
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+37.5%
% of All Funds
0.78%
New
187
Increased
265
Reduced
196
Closed
41
Calls
$140M
Puts
$177M
Net Calls
-$37.1M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
426
Kestra Private Wealth Services
Texas
$581K +$171K +1,297 +42%
Deutsche Bank
427
Deutsche Bank
Germany
$580K +$12.6K +96 +2%
MFW
428
Mosaic Family Wealth
Missouri
$579K +$395 +3 +0.1%
FMN
429
Financial Management Network
California
$578K +$578K +4,021 New
APP
430
Avantax Planning Partners
Iowa
$575K -$85.4K -648 -13%
MWA
431
Martel Wealth Advisors
Washington
$572K +$13.3K +101 +2%
GPA
432
Guidance Point Advisors
Massachusetts
$570K -$9.75K -74 -2%
FNBT
433
FineMark National Bank & Trust
Florida
$569K
FF
434
FourThought Financial
Florida
$567K +$567K +4,306 New
VDBMI
435
Van Den Berg Management I
Texas
$566K
RZH
436
Relyea Zuckerberg Hanson
Connecticut
$565K -$59.2K -449 -9%
TP
437
Tranquility Partners
Tennessee
$563K +$563K +4,276 New
FPS
438
Fieldpoint Private Securities
Connecticut
$558K +$1.71K +13 +0.3%
PFM
439
Parsec Financial Management
North Carolina
$557K -$12.1K -92 -2%
AFC
440
AFT Forsyth & Company
Florida
$555K -$9.88K -75 -2%
EC
441
Estate Counselors
Wisconsin
$555K
CBN
442
Cadence Bank NA
Texas
$547K +$86.8K +659 +19%
VWM
443
Venturi Wealth Management
Texas
$535K +$535K +4,060 New
CWM
444
CCG Wealth Management
California
$533K +$211K +1,602 +66%
JWA
445
JFS Wealth Advisors
Pennsylvania
$531K -$6.72K -51 -1%
FFG
446
Fullen Financial Group
Ohio
$531K +$395 +3 +0.1%
GSC
447
Ground Swell Capital
South Carolina
$524K +$524K +3,980 New
TWP
448
Total Wealth Planning
Ohio
$523K -$165K -1,251 -24%
KFA
449
Kelleher Financial Advisors
New York
$521K -$94.1K -714 -15%
AP
450
Appleton Partners
Massachusetts
$519K -$16.5K -125 -3%