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 %
BWM
651
Baystate Wealth Management
Massachusetts
$309K +$3.99K +24 +1%
PCA
652
Personal Capital Advisors
California
$309K +$309K +1,990 New
CF
653
Centaurus Financial
California
$307K +$59.1K +356 +24%
GGS
654
Galvin Gaustad & Stein
Arizona
$306K -$14.1K -85 -4%
MFT
655
Moisand Fitzgerald Tamayo
Florida
$306K
MBT
656
Montecito Bank & Trust
California
$305K
AWA
657
Arkadios Wealth Advisors
Georgia
$303K +$11.8K +71 +4%
PAM
658
Peak Asset Management
Colorado
$300K
BA
659
Bluesphere Advisors
Pennsylvania
$300K +$498 +3 +0.2%
ACM
660
Advance Capital Management
Michigan
$296K +$296K +1,784 New
CFGS
661
Concourse Financial Group Securities
Alabama
$295K +$4.99K +30 +2%
FFG
662
Frisch Financial Group
New York
$295K +$13.4K +81 +5%
MFGP
663
Marshall Financial Group (Pennsylvania)
Pennsylvania
$294K
PWM
664
PRW Wealth Management
Massachusetts
$292K -$99.6K -600 -25%
WFA
665
Wipfli Financial Advisors
Wisconsin
$290K -$64.6K -389 -18%
EWM
666
EPG Wealth Management
Georgia
$289K +$75K +452 +35%
OIA
667
OneDigital Investment Advisors
Kansas
$287K +$11.9K +72 +4%
SG
668
StoneX Group
New York
$286K +$3.99K +24 +1%
AC
669
Annandale Capital
Texas
$285K +$285K +1,714 New
PIA
670
Pinion Investment Advisors
Kansas
$284K +$21.2K +128 +8%
PA
671
Parkside Advisors
California
$283K -$16.6K -100 -6%
TF
672
Tompkins Financial
New York
$283K
SCM
673
Southport Capital Management
Tennessee
$281K +$64K +386 +30%
FB
674
Fulton Bank
Pennsylvania
$280K +$1.66K +10 +0.6%
CWM
675
ClientFirst Wealth Management
Arkansas
$279K +$279K +1,721 New