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iShares Russell 2000 Value ETF

847 hedge funds and large institutions have $12.1B invested in iShares Russell 2000 Value ETF in 2021 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 297 increasing their positions, 278 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+18
Holders Change %
+2.17%
% of All Funds
14.79%
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.98%
New
86
Increased
297
Reduced
278
Closed
56
Calls
$58.2M
Puts
$116M
Net Calls
-$57.7M
Net Calls Change
-$67.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
451
Marotta Asset Management
Virginia
$726K +$13.9K +83 +2%
VDBMI
452
Van Den Berg Management I
Texas
$712K
YWP
453
YorkBridge Wealth Partners
New York
$707K +$5.31K +32 +0.8%
MSA
454
Marino Stram & Associates
Massachusetts
$707K +$707K +4,263 New
TNA
455
True North Advisors
Texas
$705K +$74.9K +452 +12%
SWM
456
Spire Wealth Management
Virginia
$703K -$127K -765 -15%
NEWAS
457
N.E.W. Advisory Services
Wisconsin
$700K -$194K -1,168 -22%
CFA
458
Cahill Financial Advisors
Minnesota
$699K -$35.8K -216 -5%
EC
459
Estate Counselors
Wisconsin
$697K
MFW
460
Mosaic Family Wealth
Missouri
$697K
GVAG
461
Great Valley Advisor Group
Delaware
$691K +$125K +771 +22%
AFC
462
AFT Forsyth & Company
Florida
$690K -$8.28K -50 -1%
BAIA
463
Bel Air Investment Advisors
California
$688K
BAM
464
Berkshire Asset Management
Pennsylvania
$675K -$83.4K -503 -11%
PFM
465
Parsec Financial Management
North Carolina
$674K -$7.79K -47 -1%
PWM
466
Perigon Wealth Management
California
$674K +$135K +816 +25%
FWP
467
Falcon Wealth Planning
California
$664K -$137K -828 -17%
Kovitz Investment Group Partners
468
Kovitz Investment Group Partners
Illinois
$664K -$130K -786 -16%
PMAM
469
Picton Mahoney Asset Management
Ontario, Canada
$663K
VCA
470
Verdence Capital Advisors
Maryland
$652K +$995 +6 +0.2%
RA
471
Rodgers & Associates
Pennsylvania
$652K +$179K +1,079 +38%
IC
472
Intersect Capital
California
$651K +$40.6K +245 +7%
DPI
473
Diversified Portfolios Inc
Michigan
$650K -$8.12K -49 -1%
KFA
474
Kelleher Financial Advisors
New York
$648K -$7.46K -45 -1%
AP
475
Appleton Partners
Massachusetts
$647K