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iShares Russell 2000 Value ETF

829 hedge funds and large institutions have $11.4B invested in iShares Russell 2000 Value ETF in 2021 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 256 increasing their positions, 269 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
+62
Holders Change %
+8.08%
% of All Funds
14.6%
Holding in Top 10
56
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+27.27%
% of All Funds
0.99%
New
129
Increased
256
Reduced
269
Closed
59
Calls
$88.7M
Puts
$78.6M
Net Calls
+$10.2M
Net Calls Change
+$47.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BA
501
Ballew Advisors
Mississippi
$476K +$476K +2,944 New
CS
502
Cannell & Spears
New York
$473K -$88.5K -555 -16%
SCA
503
St. Clair Advisors
Ohio
$469K
SIM
504
Sonora Investment Management
Arizona
$467K
PCMC
505
Paragon Capital Management (Colorado)
Colorado
$465K +$66.7K +418 +17%
KTA
506
Keeley-Teton Advisors
Illinois
$465K +$465K +2,915 New
CGA
507
Crescent Grove Advisors
Illinois
$464K +$464K +2,909 New
WI
508
Wedgewood Investors
Pennsylvania
$461K
FCA
509
FinTrust Capital Advisors
South Carolina
$459K -$5.58K -35 -1%
RA
510
Rodgers & Associates
Pennsylvania
$455K -$28.1K -176 -6%
RG
511
Rikoon Group
New Mexico
$451K +$798 +5 +0.2%
LFF
512
Level Four Financial
Texas
$451K +$3.51K +22 +0.8%
APW
513
Austin Private Wealth
Texas
$448K +$44.5K +279 +11%
HCM
514
Hollencrest Capital Management
California
$447K +$104K +652 +30%
KPWS
515
Kestra Private Wealth Services
Texas
$444K -$260K -1,631 -37%
RFA
516
Reilly Financial Advisors
California
$441K -$77K -483 -15%
DY
517
Dowling & Yahnke
California
$441K -$29.5K -185 -6%
HH
518
Hilltop Holdings
Texas
$441K +$441K +2,764 New
IWP
519
Icon Wealth Partners
Texas
$439K +$133K +836 +44%
CHJWM
520
Carlton Hofferkamp & Jenks Wealth Management
Texas
$437K -$13.5K -82 -3%
CAM
521
Cozad Asset Management
Illinois
$437K +$59.8K +375 +16%
MWP
522
MYCIO Wealth Partners
Pennsylvania
$426K
HF
523
Halpern Financial
Virginia
$424K -$9.89K -62 -2%
LFAS
524
Level Four Advisory Services
Texas
$421K +$5.9K +37 +1%
Millennium Management
525
Millennium Management
New York
$420K -$2.35M -14,738 -85%