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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 %
CIC
451
Cornercap Investment Counsel
Georgia
$819K +$819K +5,072 New
LIA
452
LS Investment Advisors
Michigan
$818K +$571K +3,540 +231%
JAG
453
Journey Advisory Group
Kentucky
$809K -$16.3K -101 -2%
WANY
454
Wealthspire Advisors (New York)
New York
$799K +$21.5K +133 +3%
HCC
455
Hirtle Callaghan & Co
Pennsylvania
$787K
FCM
456
Firestone Capital Management
Florida
$785K
GCM
457
Gables Capital Management
Florida
$783K
FPAS
458
Focus Partners Advisor Solutions
Missouri
$774K +$774K +4,794 New
CPA
459
Cardiff Park Advisors
California
$771K +$2.1K +13 +0.3%
CIBC World Market
460
CIBC World Market
Ontario, Canada
$763K -$37.9K -235 -5%
DWM
461
Dakota Wealth Management
Florida
$761K -$108K -667 -12%
FBFS
462
First Business Financial Services
Wisconsin
$752K
HWA
463
Heritage Wealth Advisors
Virginia
$749K
IC
464
Intersect Capital
California
$743K +$70.8K +439 +11%
LFS
465
Lutz Financial Services
Nebraska
$733K
BAM
466
Belpointe Asset Management
Nevada
$728K -$19.2K -119 -3%
PLU
467
Performa Ltd (US)
South Carolina
$727K
GPA
468
Guidance Point Advisors
Massachusetts
$719K +$2.1K +13 +0.3%
RCM
469
RNC Capital Management
California
$719K +$9.69K +60 +1%
DWP
470
Destiny Wealth Partners
Florida
$716K -$43.1K -267 -6%
PFS
471
Prospera Financial Services
Texas
$711K +$6.62K +41 +0.9%
SWM
472
Spire Wealth Management
Virginia
$707K -$120K -742 -14%
EWM
473
Evermay Wealth Management
Virginia
$707K +$659K +4,078 +1,359%
FWP
474
Falcon Wealth Planning
California
$702K
TP
475
Tranquility Partners
Tennessee
$702K +$10.2K +63 +1%