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iShares Russell 2000 Value ETF

767 hedge funds and large institutions have $8.54B invested in iShares Russell 2000 Value ETF in 2020 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 265 increasing their positions, 196 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
+134
Holders Change %
+21.17%
% of All Funds
13.61%
Holding in Top 10
44
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+37.5%
% of All Funds
0.78%
New
187
Increased
265
Reduced
196
Closed
41
Calls
$140M
Puts
$177M
Net Calls
-$37.1M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
476
Townsend Asset Management
North Carolina
$430K -$43.3K -329 -9%
GVAG
477
Great Valley Advisor Group
Delaware
$430K -$15.8K -120 -4%
RIM
478
Rockbridge Investment Management
New York
$430K -$3.43K -26 -0.8%
RFA
479
Reilly Financial Advisors
California
$428K -$242K -1,839 -36%
AWM
480
Aprio Wealth Management
Georgia
$428K -$163K -1,236 -28%
PWM
481
Perigon Wealth Management
California
$427K +$791 +6 +0.2%
IFWM
482
Institute for Wealth Management
Colorado
$427K +$427K +3,241 New
FFN
483
Focus Financial Network
Minnesota
$426K +$426K +3,231 New
NA
484
NewEdge Advisors
Louisiana
$423K +$423K +3,213 New
ICP
485
Interchange Capital Partners
Pennsylvania
$421K +$421K +3,200 New
PP
486
Patten & Patten
Tennessee
$419K -$9.88K -75 -2%
VWA
487
V Wealth Advisors
Kansas
$416K +$416K +3,161 New
SFM
488
Systematic Financial Management
New Jersey
$415K -$233K -1,765 -36%
SIM
489
Sonora Investment Management
Arizona
$413K -$92.1K -483 -18%
Bessemer Group
490
Bessemer Group
New Jersey
$406K
OBGC
491
O'Brien Greene & Co
Pennsylvania
$405K
BOS
492
Bingham Osborn & Scarborough
California
$404K -$613K -4,650 -60%
RA
493
Rodgers & Associates
Pennsylvania
$399K +$399K +3,029 New
KMWM
494
Keudell/Morrison Wealth Management
Oregon
$395K
TPCW
495
TD Private Client Wealth
New York
$394K +$104K +790 +36%
CHJWM
496
Carlton Hofferkamp & Jenks Wealth Management
Texas
$393K -$46.9K -328 -11%
PWM
497
Paulson Wealth Management
Illinois
$392K -$93.3K -709 -19%
PA
498
PFG Advisors
Arizona
$389K -$22.8K -173 -6%
DY
499
Dowling & Yahnke
California
$389K +$2.9K +22 +0.8%
SCA
500
St. Clair Advisors
Ohio
$387K +$387K +2,941 New