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iShares Russell 2000 Value ETF

829 hedge funds and large institutions have $11.4B invested in iShares Russell 2000 Value ETF in 2021 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 256 increasing their positions, 269 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
+62
Holders Change %
+8.08%
% of All Funds
14.6%
Holding in Top 10
56
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+27.27%
% of All Funds
0.99%
New
129
Increased
256
Reduced
269
Closed
59
Calls
$88.7M
Puts
$78.6M
Net Calls
+$10.2M
Net Calls Change
+$47.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FBFS
426
First Business Financial Services
Wisconsin
$743K
HWA
427
Heritage Wealth Advisors
Virginia
$740K
MCM
428
MV Capital Management
Maryland
$738K +$31.9K +200 +5%
VFP
429
Verus Financial Partners
Virginia
$737K +$1.76K +11 +0.2%
TWM
430
Tradition Wealth Management
Minnesota
$737K +$19.3K +121 +3%
RCM
431
RNC Capital Management
California
$732K +$9.56K +60 +1%
CANC
432
Culbertson A N & Co
Virginia
$731K
BAM
433
Berkshire Asset Management
Pennsylvania
$729K
LFS
434
Lutz Financial Services
Nebraska
$724K
HNB
435
Huntington National Bank
Ohio
$717K -$598K
FDCDDQ
436
Federation des caisses Desjardins du Quebec
Quebec, Canada
$714K +$478K +2,999 +203%
WF
437
Welch & Forbes
Massachusetts
$713K -$159 -1 -0%
CBN
438
Cadence Bank NA
Texas
$712K +$49.5K +310 +7%
NSIM
439
North Star Investment Management
Illinois
$710K +$542K +3,397 +323%
CFA
440
Cahill Financial Advisors
Minnesota
$708K -$380K -2,382 -35%
GPA
441
Guidance Point Advisors
Massachusetts
$707K +$17.4K +109 +3%
JWCA
442
J.W. Cole Advisors
Florida
$698K -$1.19M -7,485 -63%
MAM
443
Marotta Asset Management
Virginia
$686K -$75K -465 -10%
VDBMI
444
Van Den Berg Management I
Texas
$685K
FNBT
445
FineMark National Bank & Trust
Florida
$682K -$6.38K -40 -0.9%
MHS
446
M Holdings Securities
Oregon
$682K +$682K +4,280 New
YWP
447
YorkBridge Wealth Partners
New York
$675K +$114K +715 +20%
MWA
448
Martel Wealth Advisors
Washington
$674K -$17.5K -110 -3%
AFC
449
AFT Forsyth & Company
Florida
$672K
MFW
450
Mosaic Family Wealth
Missouri
$671K -$30.5K -191 -4%