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iShares Russell 2000 Value ETF

828 hedge funds and large institutions have $11.7B invested in iShares Russell 2000 Value ETF in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 273 increasing their positions, 263 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
828
Holders Change
-19
Holders Change %
-2.24%
% of All Funds
14.54%
Holding in Top 10
50
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.71%
% of All Funds
0.88%
New
59
Increased
273
Reduced
263
Closed
63
Calls
$91.6M
Puts
$107M
Net Calls
-$15.8M
Net Calls Change
+$41.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
576
Scotia Capital
Ontario, Canada
$300K -$72.1K -450 -19%
MFT
577
Moisand Fitzgerald Tamayo
Florida
$296K -$15.6K -97 -5%
SC
578
Steph & Co
Wisconsin
$296K +$962 +6 +0.3%
BWM
579
Baystate Wealth Management
Massachusetts
$294K -$40.4K -252 -12%
MBT
580
Montecito Bank & Trust
California
$294K -$12.8K -80 -4%
KCM
581
Karp Capital Management
California
$293K +$88.7K +553 +43%
BA
582
Bluesphere Advisors
Pennsylvania
$289K -$48.9K -305 -14%
PA
583
Parkside Advisors
California
$289K
PAM
584
Peak Asset Management
Colorado
$289K
MP
585
McDonald Partners
Ohio
$289K +$9.62K +60 +3%
CFS
586
Cannon Financial Strategists
Georgia
$289K +$15.1K +94 +6%
GF
587
Gries Financial
Ohio
$285K +$285K +1,776 New
MFGP
588
Marshall Financial Group (Pennsylvania)
Pennsylvania
$284K
BW
589
Bison Wealth
Georgia
$282K +$28.1K +175 +11%
SFA
590
Sequoia Financial Advisors
Ohio
$281K -$869K -5,433 -76%
AWA
591
Arkadios Wealth Advisors
Georgia
$281K -$22.6K -141 -7%
CFGS
592
Concourse Financial Group Securities
Alabama
$279K -$117K -734 -30%
FANJ
593
Financial Architects (New Jersey)
New Jersey
$279K
CMO
594
Covenant Multifamily Offices
Texas
$278K -$8.33K -51 -3%
CA
595
Cornerstone Advisory
Maryland
$276K +$8.33K +52 +3%
CTA
596
Chesley Taft & Associates
Illinois
$273K -$9.94K -62 -4%
FFG
597
Frisch Financial Group
New York
$273K +$802 +5 +0.3%
TF
598
Tompkins Financial
New York
$273K +$273K +1,705 New
SG
599
StoneX Group
New York
$272K -$39K -243 -13%
FB
600
Fulton Bank
Pennsylvania
$269K