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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 %
HF
576
Halpern Financial
Virginia
$425K
CS
577
Cannell & Spears
New York
$425K
IA
578
IndexIQ Advisors
New York
$425K +$425K +2,559 New
BAAM
579
Baker Avenue Asset Management
California
$419K +$419K +2,526 New
ML
580
McAdam LLC
Pennsylvania
$417K +$89.1K +537 +27%
Bank Julius Baer & Co
581
Bank Julius Baer & Co
Switzerland
$415K
PB
582
Pinnacle Bancorp
Nebraska
$415K +$365K +2,200 +733%
BCM
583
BTC Capital Management
Iowa
$414K +$165K +996 +66%
KFI
584
Key Financial Inc
Pennsylvania
$412K
EP
585
Edgestream Partners
New Jersey
$412K +$412K +2,480 New
DJSG
586
D.J. St. Germain
Massachusetts
$410K -$16.6K -100 -4%
CI
587
Cambiar Investors
Colorado
$403K +$403K +2,426 New
CWM
588
Connecticut Wealth Management
Connecticut
$400K -$173K -1,039 -30%
AA
589
Ancora Advisors
Ohio
$399K +$124K +744 +45%
CIR
590
Clear Investment Research
Georgia
$394K +$3.82K +23 +1%
MAA
591
Matrix Asset Advisors
New York
$394K +$394K +2,370 New
D
592
Dentgroup
Louisiana
$393K +$393K +2,365 New
CWA
593
CJM Wealth Advisers
Virginia
$389K +$389K +2,345 New
FCH
594
Freestone Capital Holdings
Washington
$387K -$997K -6,000 -72%
CHP
595
Cable Hill Partners
Oregon
$387K
MMA
596
Miracle Mile Advisors
California
$385K +$3.99K +24 +1%
KWM
597
Kingsview Wealth Management
Oregon
$384K +$19.1K +115 +5%
CS
598
Capital Square
Tennessee
$383K
FFBTD
599
First Financial Bank - Trust Division
Ohio
$380K -$997 -6 -0.3%
MFS
600
McNamara Financial Services
Massachusetts
$377K