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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 %
SC
701
Solstein Capital
California
$150K -$74.6K -450 -33%
FWM
702
Filbrandt Wealth Management
Wisconsin
$149K
AWM
703
Avior Wealth Management
Nebraska
$144K
AA
704
Addison Advisors
Vermont
$140K +$140K +847 New
GAM
705
Gemmer Asset Management
California
$128K +$663 +4 +0.5%
IBOK
706
Independence Bank of Kentucky
Kentucky
$128K +$34.2K +206 +36%
BCM
707
Bourgeon Capital Management
Connecticut
$125K
MFIMFI
708
Mesirow Financial Investment Management - Fixed Income
Illinois
$120K -$2.53M -15,270 -95%
AWM
709
Atticus Wealth Management
Florida
$118K +$496 +3 +0.4%
SMA
710
Sage Mountain Advisors
Georgia
$118K +$118K +709 New
SC
711
SouthState Corp
Florida
$116K
OC
712
Oakworth Capital
Alabama
$116K
CF
713
Centaurus Financial
California
$114K +$9.94K +60 +10%
RBC
714
Roble Belko & Company
Pennsylvania
$113K
WPA
715
West Paces Advisors
Georgia
$108K
CBT
716
CoreFirst Bank & Trust
Kansas
$106K
SWM
717
Sugarloaf Wealth Management
Georgia
$105K -$44.6K -269 -30%
Vontobel Holding
718
Vontobel Holding
Switzerland
$104K
EW
719
Evoke Wealth
California
$103K -$51.4K -311 -33%
IFAM
720
Institutional & Family Asset Management
Colorado
$101K
FWM
721
Focused Wealth Management
New York
$96K -$22.8K -138 -19%
TFGT
722
TS Financial Group (TSFG)
Illinois
$96K +$3.66K +22 +4%
CFD
723
Creative Financial Designs
Indiana
$95K +$14.3K +86 +18%
LIA
724
LS Investment Advisors
Michigan
$91K
TIM
725
Tortoise Investment Management
New York
$91K +$11.4K +69 +14%