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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 %
AssetMark Inc
701
AssetMark Inc
California
$244K +$498 +3 +0.2%
GG
702
Greenwood Gearhart
Arkansas
$243K
SWM
703
Silverlake Wealth Management
Vermont
$242K +$242K +1,459 New
KCM
704
Kanawha Capital Management
Virginia
$242K -$1.66K -10 -0.7%
NG
705
Northstar Group
New York
$242K
TC
706
TownSquare Capital
Utah
$242K +$10.3K +62 +4%
AIP
707
Ameritas Investment Partners
Nebraska
$242K +$51.4K +311 +27%
DW
708
Domani Wealth
Pennsylvania
$239K
RFA
709
Reilly Financial Advisors
California
$238K -$74.3K -447 -24%
WTFG
710
Wells Trecaso Financial Group
Ohio
$238K -$12.4K -75 -5%
SHGA
711
Sand Hill Global Advisors
California
$238K
IA
712
IFG Advisory
Georgia
$237K +$237K +1,433 New
LWANC
713
Laurel Wealth Advisors (North Carolina)
North Carolina
$236K -$4.99K -30 -2%
AWM
714
Altavista Wealth Management
North Carolina
$234K
IIC
715
Ironwood Investment Counsel
Arizona
$234K
S
716
Surevest
California
$234K
EFG
717
Everhart Financial Group
Ohio
$234K +$1.83K +11 +0.8%
LSA
718
L & S Advisors
California
$233K -$930K -5,602 -80%
MFG
719
Merit Financial Group
Georgia
$233K -$7.96K -48 -3%
WPC
720
Waters Parkerson & Co
Louisiana
$232K
WA
721
WealthTrust Axiom
Pennsylvania
$231K
TSS
722
Two Sigma Securities
New York
$230K +$230K +1,385 New
RIM
723
Regent Investment Management
Kentucky
$229K -$21.7K -131 -9%
AIS
724
American Investment Services
Massachusetts
$227K +$1.66K +10 +0.7%
3LCM
725
3D/L Capital Management
Connecticut
$227K +$1.83K +11 +0.8%