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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 %
NEWAS
526
N.E.W. Advisory Services
Wisconsin
$544K -$76.4K -460 -12%
RB
527
Renasant Bank
Mississippi
$544K -$1.66K -10 -0.3%
VI
528
Versor Investments
New York
$540K
FPS
529
Fieldpoint Private Securities
Connecticut
$539K +$4.15K +25 +0.8%
WAS
530
WESPAC Advisors SoCal
California
$538K -$61.5K -390 -10%
BFM
531
Broadview Financial Management
Wisconsin
$537K +$5.64K +34 +1%
MG
532
Mather Group
Illinois
$537K +$537K +3,232 New
EAM
533
Evanson Asset Management
California
$535K -$388K -2,334 -42%
KTA
534
Keeley-Teton Advisors
Illinois
$534K
ES
535
Eagle Strategies
New York
$533K +$533K +3,212 New
FANJ
536
Financial Architects (New Jersey)
New Jersey
$528K +$239K +1,439 +83%
RCAMU
537
Rothschild & Co Asset Management US
Connecticut
$528K +$528K +3,181 New
Bessemer Group
538
Bessemer Group
New Jersey
$512K
PP
539
Patten & Patten
Tennessee
$511K -$12.4K -75 -2%
MWA
540
Monograph Wealth Advisors
California
$507K +$507K +3,053 New
MWM
541
Merriman Wealth Management
Washington
$504K +$3.16K +19 +0.6%
MCA
542
Morris Capital Advisors
Pennsylvania
$503K -$654K -3,939 -57%
JWA
543
JFS Wealth Advisors
Pennsylvania
$499K -$45.5K -274 -8%
LC
544
Lindbrook Capital
California
$499K +$499K +3,007 New
KMWM
545
Keudell/Morrison Wealth Management
Oregon
$498K
WP
546
WealthShield Partners
North Carolina
$498K +$498K +3,001 New
PWM
547
Paulson Wealth Management
Illinois
$495K
PFWA
548
Paces Ferry Wealth Advisors
Georgia
$495K +$260K +1,568 +111%
HWIS
549
Hancock Whitney Investment Services
Louisiana
$494K +$494K +2,982 New
Carson Wealth (CWM LLC)
550
Carson Wealth (CWM LLC)
Nebraska
$493K +$493K +2,968 New