IWN icon

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 %
PPW
601
Pinnacle Private Wealth
Massachusetts
$376K +$376K +2,261 New
CM
602
Columbus Macro
Pennsylvania
$374K +$374K +2,253 New
MOS
603
MGO One Seven
Ohio
$368K +$45K +271 +14%
QCM
604
Quest Capital Management
Texas
$364K -$4.98K -30 -1%
BRWM
605
B. Riley Wealth Management
Tennessee
$364K +$16.9K +102 +5%
PFP
606
Paragon Financial Partners
California
$363K +$363K +2,185 New
KWS
607
Keystone Wealth Services
California
$363K +$363K +2,187 New
CPIG
608
Chicago Partners Investment Group
Illinois
$361K +$13.4K +86 +4%
VFIC
609
Valley Forge Investment Consultants
Pennsylvania
$356K
PAM
610
Palisade Asset Management
Minnesota
$356K
NB
611
NBT Bank
New York
$355K +$30.7K +185 +9%
T
612
TNF
Montana
$354K
FG
613
Foster Group
Iowa
$353K +$332 +2 +0.1%
Luther King Capital Management (LKCM)
614
Luther King Capital Management (LKCM)
Texas
$352K -$340K
SFP
615
Shepherd Financial Partners
Massachusetts
$351K
HR
616
Howe & Rusling
New York
$350K
ADL
617
Asset Dedication LLC
California
$349K -$1.66K -10 -0.5%
HGERS
618
Householder Group Estate & Retirement Specialist
Arizona
$349K +$349K +2,102 New
GF
619
Gries Financial
Ohio
$346K +$51.3K +309 +17%
BIC
620
Beach Investment Counsel
Pennsylvania
$345K
MCM
621
Manchester Capital Management
Vermont
$345K
DG
622
DMC Group
Alabama
$345K +$345K +2,287 New
BF
623
Blankinship & Foster
California
$344K +$665 +4 +0.2%
TWP
624
Total Wealth Planning
Ohio
$343K -$20.9K -174 -6%
VCA
625
Verdence Capital Advisors
Maryland
$342K +$663 +4 +0.2%