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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 %
WFA
726
Wellspring Financial Advisors
Ohio
$226K
SAM
727
S.A. Mason
Michigan
$226K
CAG
728
Crestwood Advisors Group
Massachusetts
$226K +$226K +1,363 New
BAS
729
Brown Advisory Securities
Maryland
$225K -$302K -1,821 -57%
KF
730
Krilogy Financial
Missouri
$224K +$14.3K +86 +7%
LWAM
731
Legacy Wealth Asset Management
Minnesota
$224K +$224K +1,348 New
WAOTB
732
Wealth Advisors of Tampa Bay
Florida
$224K +$224K +1,350 New
SCP
733
Silverleafe Capital Partners
Tennessee
$222K
RHP
734
Royal Harbor Partners
Texas
$222K
WS
735
Wedbush Securities
California
$221K +$498 +3 +0.2%
IWM
736
IHT Wealth Management
Illinois
$221K +$6.3K +38 +3%
VWA
737
V Wealth Advisors
Kansas
$218K -$256K -1,540 -54%
ICG
738
InterOcean Capital Group
Tennessee
$218K
WMA
739
Wealth Management Associates
New Jersey
$217K -$27.4K -165 -11%
MWM
740
Mission Wealth Management
California
$216K +$1.16K +7 +0.5%
HPC
741
HM Payson & Co
Maine
$216K +$214K +1,287 +10,725%
LWA
742
LWS Wealth Advisors
New Jersey
$215K +$498 +3 +0.2%
PCM
743
Pointe Capital Management
Michigan
$212K +$1.17K +7 +0.6%
VWM
744
Venturi Wealth Management
Texas
$208K -$1.54M -9,293 -88%
PGA
745
Portland Global Advisors
Maine
$208K
CCG
746
Chatham Capital Group
Georgia
$208K
SWA
747
SOA Wealth Advisors
New York
$207K +$1.16K +7 +0.6%
SS
748
Sunbelt Securities
Texas
$206K -$30.2K -192 -13%
MIA
749
MainStreet Investment Advisors
Illinois
$206K +$206K +1,240 New
PAS
750
Professional Advisory Services
Florida
$205K +$205K +1,232 New