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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 %
AWA
476
Aletheian Wealth Advisors
Washington
$701K -$7.58K -47 -1%
WA
477
Winfield Associates
Ohio
$699K -$550K -3,405 -44%
FFM
478
Forum Financial Management
Illinois
$697K +$3.06K +19 +0.4%
FNBT
479
FineMark National Bank & Trust
Florida
$695K -$35.7K -221 -5%
JWCA
480
J.W. Cole Advisors
Florida
$695K -$16.6K -103 -2%
TNA
481
True North Advisors
Texas
$690K -$3.71K -23 -0.5%
CANC
482
Culbertson A N & Co
Virginia
$684K -$62.9K -390 -8%
YWP
483
YorkBridge Wealth Partners
New York
$681K -$7.27K -45 -1%
PCMC
484
Paragon Capital Management (Colorado)
Colorado
$673K -$807 -5 -0.1%
ECG
485
Edge Capital Group
Georgia
$672K +$101K +625 +18%
AG
486
Appleton Group
Wisconsin
$665K -$194K -1,202 -23%
AFC
487
AFT Forsyth & Company
Florida
$664K
OR
488
Olympiad Research
Connecticut
$659K -$615K -3,809 -48%
AWM
489
Aprio Wealth Management
Georgia
$656K -$327K -2,022 -33%
FDCDDQ
490
Federation des caisses Desjardins du Quebec
Quebec, Canada
$649K -$92.5K -573 -12%
PFM
491
Parsec Financial Management
North Carolina
$646K -$5.33K -33 -0.8%
SF
492
Summit Financial
New Jersey
$636K -$69.1K -428 -10%
CAM
493
Cozad Asset Management
Illinois
$634K +$186K +1,155 +42%
CFA
494
Cahill Financial Advisors
Minnesota
$633K -$13.9K -86 -2%
ANB
495
Amarillo National Bank
Texas
$633K
CWM
496
CCG Wealth Management
California
$626K -$3.55K -22 -0.6%
PHAM
497
Palisades Hudson Asset Management
Florida
$618K +$1.13K +7 +0.2%
SPWG
498
Sage Private Wealth Group
Illinois
$603K -$18.7M -115,854 -97%
WF
499
Welch & Forbes
Massachusetts
$603K -$15K -93 -2%
AP
500
Appleton Partners
Massachusetts
$603K -$9.35K -58 -2%