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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 %
FFG
501
Fullen Financial Group
Ohio
$598K +$1.94K +12 +0.3%
DPI
502
Diversified Portfolios Inc
Michigan
$598K +$16K +99 +3%
CAAM
503
Cornerstone Advisors Asset Management
Pennsylvania
$598K
RZH
504
Relyea Zuckerberg Hanson
Connecticut
$593K -$50.6K -319 -8%
WP
505
WealthShield Partners
North Carolina
$593K +$109K +673 +22%
MWA
506
Martel Wealth Advisors
Washington
$591K -$10.3K -64 -2%
SWA
507
Strategies Wealth Advisors
Michigan
$588K +$2.74K +17 +0.5%
GL
508
Graypoint LLC
New York
$585K
CT
509
Clearstead Trust
Maine
$585K +$573K +3,232 +4,753%
FFN
510
Focus Financial Network
Minnesota
$584K +$584K +3,621 New
AWM
511
AE Wealth Management
Kansas
$584K -$3.18M -19,676 -84%
WA
512
Wealthstream Advisors
New York
$584K +$1.78K +11 +0.3%
CAL
513
Capital Analysts LLC
Pennsylvania
$581K -$19.4K -120 -3%
GIA
514
Gladstone Institutional Advisory
Florida
$578K -$53.7K -333 -9%
EAM
515
Evanson Asset Management
California
$578K +$58.7K +364 +11%
KIC
516
Kensington Investment Counsel
California
$577K -$73.1K -453 -11%
RBA
517
Richard Bernstein Advisors
New York
$575K -$73.4M -455,210 -99%
RHBC
518
R.H. Bluestein & Co
Michigan
$574K
FMN
519
Financial Management Network
California
$568K -$4.88K -30 -0.9%
IAG
520
Investment Advisory Group
Massachusetts
$567K +$161 +1 +0%
PWM
521
Perigon Wealth Management
California
$557K
MMHP
522
Murphy Middleton Hinkle & Parker
Georgia
$552K +$323 +2 +0.1%
WAS
523
WESPAC Advisors SoCal
California
$550K
GCM
524
Gator Capital Management
Florida
$546K +$8.08K +50 +2%
AA
525
Alesco Advisors
New York
$545K