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iShares Russell 2000 Value ETF

767 hedge funds and large institutions have $8.54B invested in iShares Russell 2000 Value ETF in 2020 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 265 increasing their positions, 196 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
+134
Holders Change %
+21.17%
% of All Funds
13.61%
Holding in Top 10
44
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+37.5%
% of All Funds
0.78%
New
187
Increased
265
Reduced
196
Closed
41
Calls
$140M
Puts
$177M
Net Calls
-$37.1M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
RCAMU
551
Rothschild & Co Asset Management US
Connecticut
$270K +$270K +2,047 New
SC
552
Steph & Co
Wisconsin
$266K -$6.19K -47 -2%
SW
553
SteelPeak Wealth
California
$264K +$264K +2,003 New
OC
554
Oppenheimer & Co
New York
$259K -$249K -1,888 -49%
MFT
555
Moisand Fitzgerald Tamayo
Florida
$258K -$5.54K -42 -2%
SG
556
StoneX Group
New York
$253K +$253K +1,918 New
MBT
557
Montecito Bank & Trust
California
$253K +$253K +1,918 New
IWP
558
Icon Wealth Partners
Texas
$252K +$252K +1,914 New
CTA
559
Chesley Taft & Associates
Illinois
$252K +$252K +1,914 New
PAM
560
Peak Asset Management
Colorado
$249K +$249K +1,890 New
DT
561
Diversified Trust
Tennessee
$247K +$247K +1,872 New
LFG
562
Larson Financial Group
Missouri
$246K -$1.72K -13 -0.7%
TI
563
Truepoint Inc
Ohio
$246K +$246K +1,868 New
KWM
564
Kingsview Wealth Management
Oregon
$246K +$246K +1,870 New
EPA
565
Element Pointe Advisors
Florida
$245K +$245K +1,862 New
SF
566
Summit Financial
New Jersey
$245K +$245K +1,861 New
ADL
567
Asset Dedication LLC
California
$244K
9WM
568
9258 Wealth Management
Ohio
$243K +$243K +1,848 New
TC
569
Telemus Capital
Michigan
$238K -$8.09M -61,457 -97%
KFI
570
Key Financial Inc
Pennsylvania
$236K +$236K +1,788 New
AIS
571
American Investment Services
Massachusetts
$236K +$236K +1,793 New
RFM
572
Royal Fund Management
Florida
$234K +$234K +1,782 New
MFGP
573
Marshall Financial Group (Pennsylvania)
Pennsylvania
$233K +$233K +1,770 New
SWP
574
Summit Wealth Partners
Florida
$231K +$231K +1,751 New
TCOV
575
Trust Company of Vermont
Vermont
$230K +$53.8K +409 +31%