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iShares Russell 2000 Value ETF

912 hedge funds and large institutions have $11.1B invested in iShares Russell 2000 Value ETF in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 307 increasing their positions, 302 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
-26
Holders Change %
-2.77%
% of All Funds
14.43%
Holding in Top 10
49
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.77%
% of All Funds
0.78%
New
90
Increased
307
Reduced
302
Closed
99
Calls
$38.6M
Puts
$431M
Net Calls
-$392M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Shares
Change %
NG
701
Northstar Group
New York
$235K
KCM
702
Kanawha Capital Management
Virginia
$235K
AWA
703
Arete Wealth Advisors
Illinois
$235K +$235K +1,457 New
DG
704
DMC Group
Alabama
$234K -$120K -775 -34%
AssetMark Inc
705
AssetMark Inc
California
$232K -$4.67K -29 -2%
PFWA
706
Paces Ferry Wealth Advisors
Georgia
$231K -$250K -1,549 -52%
WTFG
707
Wells Trecaso Financial Group
Ohio
$231K
WS
708
Wedbush Securities
California
$230K +$15K +93 +7%
LWANC
709
Laurel Wealth Advisors (North Carolina)
North Carolina
$229K
IIC
710
Ironwood Investment Counsel
Arizona
$228K
IWM
711
IHT Wealth Management
Illinois
$228K +$12.3K +76 +6%
S
712
Surevest
California
$227K
MFG
713
Merit Financial Group
Georgia
$227K
TC
714
TownSquare Capital
Utah
$226K -$9.7K -60 -4%
WPC
715
Waters Parkerson & Co
Louisiana
$226K
WA
716
WealthTrust Axiom
Pennsylvania
$225K
T
717
TCWP
Ohio
$225K +$225K +1,398 New
PCA
718
Personal Capital Advisors
California
$224K -$97.8K -605 -30%
EFG
719
Everhart Financial Group
Ohio
$224K -$3.56K -22 -2%
RIM
720
Regent Investment Management
Kentucky
$223K
B
721
Bensler
Washington
$221K +$221K +1,372 New
AAS
722
Annex Advisory Services
Wisconsin
$221K -$36K -223 -14%
AIS
723
American Investment Services
Massachusetts
$221K
3LCM
724
3D/L Capital Management
Connecticut
$221K +$805 +5 +0.4%
SAM
725
S.A. Mason
Michigan
$220K