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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 %
DWM
426
Dakota Wealth Management
Florida
$894K +$95.6K +576 +12%
AG
427
Appleton Group
Wisconsin
$884K
UWPG
428
Ullmann Wealth Partners Group
Florida
$883K +$498 +3 +0.1%
IA
429
IFP Advisors
Florida
$883K +$21K +126 +2%
RhumbLine Advisers
430
RhumbLine Advisers
Massachusetts
$882K -$46.8K -282 -5%
TFO
431
Tarbox Family Office
California
$877K
PFC
432
Phocas Financial Corp
California
$873K +$17.4K +105 +2%
FA
433
FDx Advisors
Illinois
$872K -$1.27M -7,658 -59%
BI
434
Berkeley Inc
Idaho
$865K -$48.8K -294 -5%
CAM
435
Cubic Asset Management
Massachusetts
$855K +$16.3K +98 +2%
SWM
436
Spire Wealth Management
Virginia
$851K +$141K +849 +20%
JAG
437
Journey Advisory Group
Kentucky
$849K +$166 +1 +0%
ICP
438
Interchange Capital Partners
Pennsylvania
$849K +$849K +5,116 New
MWM
439
Meridian Wealth Management
Kentucky
$841K +$27.7K +167 +3%
RA
440
Rodgers & Associates
Pennsylvania
$839K +$86.7K +522 +12%
TPCW
441
TD Private Client Wealth
New York
$837K +$141K +847 +20%
FAIM
442
Financial Advocates Investment Management
Washington
$837K -$111K -671 -12%
BPC
443
Banque Pictet & Cie
Switzerland
$830K
CIBC World Market
444
CIBC World Market
Ontario, Canada
$824K +$51.5K +310 +7%
ATPW
445
Ashton Thomas Private Wealth
Arizona
$815K +$67.4K +406 +9%
LNC
446
Lincoln National Corp
Pennsylvania
$813K +$68.9K +415 +9%
VFP
447
Verus Financial Partners
Virginia
$811K +$4.32K +26 +0.5%
HCC
448
Hirtle Callaghan & Co
Pennsylvania
$810K
NFG
449
Next Financial Group
Texas
$809K +$269K +1,616 +50%
FCM
450
Firestone Capital Management
Florida
$808K -$6.65K -40 -0.8%