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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 %
OIA
601
OneDigital Investment Advisors
Kansas
$266K -$8.66K -54 -3%
TCOV
602
Trust Company of Vermont
Vermont
$266K -$2.08K -13 -0.8%
AA
603
Ancora Advisors
Ohio
$266K +$10.4K +65 +4%
Chevy Chase Trust
604
Chevy Chase Trust
Maryland
$265K
AWM
605
AE Wealth Management
Kansas
$260K +$47.6K +297 +22%
CCG
606
Cypress Capital Group
Florida
$259K +$19.1K +119 +8%
BJL
607
Brighton Jones LLC
Washington
$258K -$40.1K -250 -13%
OLA
608
Oliver Luxxe Assets
New Jersey
$258K -$801 -5 -0.3%
DLHL
609
Donald L. Hagan LLC
Florida
$257K +$3.53K +22 +1%
CIC
610
Cornercap Investment Counsel
Georgia
$254K -$12.5K -78 -5%
PIA
611
Pinion Investment Advisors
Kansas
$254K +$25.5K +159 +11%
SIC
612
Sigma Investment Counselors
Michigan
$253K -$55.2K -344 -18%
BA
613
Bridgewater Advisors
New York
$252K +$8.35K +52 +3%
SFM
614
Signet Financial Management
New Jersey
$252K +$252K +1,571 New
ED
615
Exane Derivatives
France
$250K
RW
616
REDW Wealth
New Mexico
$247K
AAS
617
Annex Advisory Services
Wisconsin
$245K
9WM
618
9258 Wealth Management
Ohio
$243K -$54.7K -341 -18%
RIM
619
Regent Investment Management
Kentucky
$242K
WTFG
620
Wells Trecaso Financial Group
Ohio
$242K
BCM
621
BTC Capital Management
Iowa
$240K
PIM
622
Penobscot Investment Management
Massachusetts
$240K
TC
623
Telemus Capital
Michigan
$239K
CF
624
Centaurus Financial
California
$239K +$129K +804 +117%
NFC
625
Northeast Financial Consultants
Connecticut
$238K