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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 %
TNA
476
True North Advisors
Texas
$714K +$15.6K +94 +2%
FFM
477
Forum Financial Management
Illinois
$714K +$714K +4,303 New
TP
478
Tranquility Partners
Tennessee
$712K -$162K -974 -19%
YWP
479
YorkBridge Wealth Partners
New York
$708K
IMOV
480
Investment Management of Virginia
Virginia
$707K +$707K +4,260 New
ASN
481
Advisory Services Network
Georgia
$706K +$249K +1,502 +55%
PCMC
482
Paragon Capital Management (Colorado)
Colorado
$694K +$36.6K +220 +6%
MFW
483
Mosaic Family Wealth
Missouri
$693K +$498 +3 +0.1%
AR
484
Advisory Research
Illinois
$692K -$6.07M -36,562 -90%
IC
485
Intersect Capital
California
$692K -$26.6K -160 -4%
AFC
486
AFT Forsyth & Company
Florida
$683K +$166 +1 +0%
PFM
487
Parsec Financial Management
North Carolina
$670K -$332 -2 -0%
KIC
488
Kensington Investment Counsel
California
$669K +$669K +4,027 New
CFA
489
Cahill Financial Advisors
Minnesota
$665K -$25.7K -155 -4%
EC
490
Estate Counselors
Wisconsin
$655K -$43.1K -260 -6%
ANB
491
Amarillo National Bank
Texas
$652K +$7.65K +46 +1%
GIA
492
Gladstone Institutional Advisory
Florida
$650K +$42K +253 +7%
CWM
493
CCG Wealth Management
California
$648K +$4.99K +30 +0.8%
KFA
494
Kelleher Financial Advisors
New York
$639K
WF
495
Welch & Forbes
Massachusetts
$635K -$108K -650 -15%
PHAM
496
Palisades Hudson Asset Management
Florida
$635K +$6.65K +40 +1%
AP
497
Appleton Partners
Massachusetts
$630K -$51.1K -308 -8%
RZH
498
Relyea Zuckerberg Hanson
Connecticut
$627K -$41.6K -269 -6%
IIA
499
IPG Investment Advisors
California
$627K +$627K +3,770 New
MWA
500
Martel Wealth Advisors
Washington
$619K +$1.66K +10 +0.3%