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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 %
GCM
451
Gables Capital Management
Florida
$806K
WANY
452
Wealthspire Advisors (New York)
New York
$800K +$16.3K +98 +2%
CPA
453
Cardiff Park Advisors
California
$791K +$791K +4,762 New
DWP
454
Destiny Wealth Partners
Florida
$781K +$6.15K +37 +0.8%
FBFS
455
First Business Financial Services
Wisconsin
$774K
HWA
456
Heritage Wealth Advisors
Virginia
$770K
Nuveen Asset Management
457
Nuveen Asset Management
Illinois
$770K +$770K +4,639 New
BAM
458
Belpointe Asset Management
Nevada
$769K -$10.1K -61 -1%
CANC
459
Culbertson A N & Co
Virginia
$769K +$7.97K +48 +1%
MCM
460
MV Capital Management
Maryland
$767K -$97.9K -590 -11%
FF
461
FourThought Financial
Florida
$766K +$13.3K +80 +2%
FDCDDQ
462
Federation des caisses Desjardins du Quebec
Quebec, Canada
$763K -$51K -307 -6%
LFS
463
Lutz Financial Services
Nebraska
$754K
FNBT
464
FineMark National Bank & Trust
Florida
$752K -$3.49K -21 -0.5%
GVAG
465
Great Valley Advisor Group
Delaware
$750K -$7.17K -44 -0.9%
PLU
466
Performa Ltd (US)
South Carolina
$748K -$164K -986 -18%
NL
467
NWAM LLC
Washington
$747K -$105K -629 -12%
Kovitz Investment Group Partners
468
Kovitz Investment Group Partners
Illinois
$747K +$323K +2,453 +76%
GPA
469
Guidance Point Advisors
Massachusetts
$737K -$26.9K -162 -4%
JWCA
470
J.W. Cole Advisors
Florida
$732K +$732K +4,411 New
RCM
471
RNC Capital Management
California
$729K
AWA
472
Aletheian Wealth Advisors
Washington
$729K +$729K +4,391 New
SF
473
Summit Financial
New Jersey
$725K +$58.9K +355 +9%
PFS
474
Prospera Financial Services
Texas
$725K +$725K +4,363 New
FWP
475
Falcon Wealth Planning
California
$722K +$26.2K +158 +4%