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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 %
NSIM
426
North Star Investment Management
Illinois
$913K +$36K +223 +4%
NL
427
NWAM LLC
Washington
$913K +$188K +1,162 +26%
CCFM
428
Clear Creek Financial Management
Washington
$896K -$164K -1,019 -16%
PFC
429
Phocas Financial Corp
California
$893K +$44.4K +275 +5%
SWA
430
Sax Wealth Advisors
New Jersey
$888K -$1.79M -11,099 -67%
RIA
431
RPG Investment Advisory
California
$885K -$10.5K -65 -1%
PFM
432
Phillips Financial Management
Indiana
$884K +$884K +5,477 New
WSTAM
433
Wilbanks Smith & Thomas Asset Management
Virginia
$883K -$8.48K -56 -1%
OCG
434
Opus Capital Group
Ohio
$883K +$7.43K +46 +0.8%
Thrivent Financial for Lutherans
435
Thrivent Financial for Lutherans
Minnesota
$877K -$5.4M -34,526 -86%
RCAG
436
Rehmann Capital Advisory Group
Michigan
$864K -$540K -3,346 -38%
YIH
437
Y-Intercept (HK)
Hong Kong
$861K +$861K +5,333 New
NEWAS
438
N.E.W. Advisory Services
Wisconsin
$859K +$337K +2,116 +65%
EARNEST Partners
439
EARNEST Partners
Georgia
$856K -$9.29M -57,520 -92%
FSA
440
Financial Services Advisory
Maryland
$856K +$856K +5,302 New
TFO
441
Tarbox Family Office
California
$852K
HIP
442
HUB Investment Partners
Texas
$850K -$933K -5,783 -52%
FPCP
443
Fort Point Capital Partners
California
$842K -$8.01M -49,599 -90%
UWPG
444
Ullmann Wealth Partners Group
Florida
$842K -$16K -99 -2%
BI
445
Berkeley Inc
Idaho
$836K -$4.36K -27 -0.5%
CAM
446
Cubic Asset Management
Massachusetts
$834K +$3.55K +22 +0.4%
FAIM
447
Financial Advocates Investment Management
Washington
$833K +$18.9K +117 +2%
6F
448
626 Financial
Michigan
$830K -$142K -878 -15%
LNC
449
Lincoln National Corp
Pennsylvania
$830K +$39.1K +242 +5%
RA
450
Rodgers & Associates
Pennsylvania
$824K +$8.56K +53 +1%