IWN icon

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 %
3LCM
651
3D/L Capital Management
Connecticut
$217K -$640 -4 -0.3%
SCP
652
Silverleafe Capital Partners
Tennessee
$214K -$2.27M -14,170 -91%
RHP
653
Royal Harbor Partners
Texas
$214K
WS
654
Wedbush Securities
California
$213K +$481 +3 +0.2%
SCM
655
Southport Capital Management
Tennessee
$210K
ICG
656
InterOcean Capital Group
Tennessee
$210K
IWM
657
IHT Wealth Management
Illinois
$208K -$6.9K -43 -3%
MWM
658
Mission Wealth Management
California
$207K
LWA
659
LWS Wealth Advisors
New Jersey
$207K +$320 +2 +0.2%
EWM
660
EPG Wealth Management
Georgia
$206K +$959 +6 +0.5%
PIFP
661
Partners in Financial Planning
Virginia
$206K
PCM
662
Pointe Capital Management
Michigan
$203K
S
663
SignatureFD
Georgia
$203K +$7.85K +49 +4%
KF
664
Krilogy Financial
Missouri
$202K +$202K +1,261 New
PGA
665
Portland Global Advisors
Maine
$200K
CCG
666
Chatham Capital Group
Georgia
$200K
SWA
667
SOA Wealth Advisors
New York
$199K -$54.2K -338 -21%
BAM
668
Baldrige Asset Management
Pennsylvania
$197K
AF
669
Advisornet Financial
Minnesota
$192K -$3.09M -19,256 -94%
VCM
670
Versant Capital Management
Arizona
$188K
AIP
671
Ameritas Investment Partners
Nebraska
$184K -$84.9K -532 -32%
AIM
672
Anchor Investment Management
South Carolina
$177K
Lazard Asset Management
673
Lazard Asset Management
New York
$176K
CAM
674
CenterStar Asset Management
Illinois
$172K
CAL
675
Capital Advisors Ltd
Ohio
$170K