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iShares Russell 2000 Value ETF

847 hedge funds and large institutions have $12.1B invested in iShares Russell 2000 Value ETF in 2021 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 297 increasing their positions, 278 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+18
Holders Change %
+2.17%
% of All Funds
14.79%
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.98%
New
86
Increased
297
Reduced
278
Closed
56
Calls
$58.2M
Puts
$116M
Net Calls
-$57.7M
Net Calls Change
-$67.9M
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
676
LWS Wealth Advisors
New Jersey
$214K -$5.64K -34 -3%
MWM
677
Mission Wealth Management
California
$214K +$1.16K +7 +0.5%
EWM
678
EPG Wealth Management
Georgia
$213K +$213K +1,283 New
PIFP
679
Partners in Financial Planning
Virginia
$213K +$213K +1,285 New
KCM
680
Karp Capital Management
California
$211K +$211K +1,274 New
WCG
681
Weaver Consulting Group
California
$211K +$211K +1,274 New
PCM
682
Pointe Capital Management
Michigan
$210K -$19.6K -118 -9%
EP
683
Edgestream Partners
New Jersey
$209K +$209K +1,261 New
CCG
684
Chatham Capital Group
Georgia
$207K +$207K +1,250 New
PGA
685
Portland Global Advisors
Maine
$207K +$207K +1,251 New
BAM
686
Baldrige Asset Management
Pennsylvania
$204K +$204K +1,228 New
PAS
687
Professional Advisory Services
Florida
$204K +$204K +1,232 New
S
688
SignatureFD
Georgia
$202K +$6.3K +38 +3%
SCM
689
Schnieders Capital Management
California
$202K +$202K +1,220 New
Deutsche Bank
690
Deutsche Bank
Germany
$201K -$787K -4,757 -80%
JSAM
691
J. Safra Asset Management
New York
$199K -$57.1K -412 -22%
VCM
692
Versant Capital Management
Arizona
$194K
AIM
693
Anchor Investment Management
South Carolina
$183K
Lazard Asset Management
694
Lazard Asset Management
New York
$182K
CAL
695
Capital Advisors Ltd
Ohio
$176K
MPCG
696
Matrix Private Capital Group
New York
$171K
WT
697
Washington Trust
Rhode Island
$169K -$5.3K -32 -3%
MFA
698
McClarren Financial Advisors
Pennsylvania
$167K -$3.63K -22 -2%
CWM
699
Cranbrook Wealth Management
Michigan
$158K
AFS
700
Annapolis Financial Services
Maryland
$152K