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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 %
SG
576
StoneX Group
New York
$306K
EIP
577
Ellis Investment Partners
Pennsylvania
$306K +$32.7K +205 +12%
PA
578
Parkside Advisors
California
$302K -$70.9K -444 -19%
MFT
579
Moisand Fitzgerald Tamayo
Florida
$300K -$12.3K -77 -4%
DT
580
Diversified Trust
Tennessee
$299K
SC
581
Steph & Co
Wisconsin
$298K -$24.8K -155 -8%
TI
582
Truepoint Inc
Ohio
$298K
PAM
583
Peak Asset Management
Colorado
$297K -$3.98K -25 -1%
SF
584
Summit Financial
New Jersey
$297K +$159 +1 +0.1%
SWP
585
Summit Wealth Partners
Florida
$297K +$17.5K +110 +6%
ADL
586
Asset Dedication LLC
California
$295K
9WM
587
9258 Wealth Management
Ohio
$295K
JSAM
588
J. Safra Asset Management
New York
$295K +$146K +913 +98%
LFG
589
Larson Financial Group
Missouri
$292K -$4.78K -30 -2%
FP
590
Financial Perspectives
Minnesota
$290K +$288K +45,965 +15,850%
CTA
591
Chesley Taft & Associates
Illinois
$286K -$24.1K -149 -8%
WFA
592
Wellspring Financial Advisors
Ohio
$286K +$286K +3,487 New
KFI
593
Key Financial Inc
Pennsylvania
$285K
MFGP
594
Marshall Financial Group (Pennsylvania)
Pennsylvania
$282K
AFA
595
Atlanta Financial Associates
Georgia
$281K
AW
596
ACG Wealth
Georgia
$280K -$55.8K -350 -17%
Fisher Asset Management
597
Fisher Asset Management
Washington
$278K -$72.3K -454 -21%
FANJ
598
Financial Architects (New Jersey)
New Jersey
$277K
RFM
599
Royal Fund Management
Florida
$274K -$9.38K -59 -3%
JFG
600
JMG Financial Group
Illinois
$273K