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iShares Russell 2000 Value ETF

828 hedge funds and large institutions have $11.7B invested in iShares Russell 2000 Value ETF in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 273 increasing their positions, 263 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
828
Holders Change
-19
Holders Change %
-2.24%
% of All Funds
14.54%
Holding in Top 10
50
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.71%
% of All Funds
0.88%
New
59
Increased
273
Reduced
263
Closed
63
Calls
$91.6M
Puts
$107M
Net Calls
-$15.8M
Net Calls Change
+$41.9M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
751
Endurance Wealth Management
Rhode Island
$27K
BCA
752
Berman Capital Advisors
Georgia
$27K +$160 +1 +0.6%
MFIMFI
753
Mesirow Financial Investment Management - Fixed Income
Illinois
$26K -$91.8K -565 -78%
PWM
754
Prentice Wealth Management
New York
$26K -$31.9K -196 -55%
WLPWM
755
Walled Lake Planning & Wealth Management
Illinois
$26K
OSAM
756
O'Shaughnessy Asset Management
Connecticut
$24K
HDIM
757
Hanson & Doremus Investment Management
Vermont
$24K
IRC
758
Investors Research Corp
Georgia
$24K
SN
759
Sittner & Nelson
Oregon
$24K
DA
760
DCM Advisors
New York
$24K +$14.2K +89 +146%
AC
761
AlphaCore Capital
California
$22K +$22K +140 New
WFO
762
Wealthgate Family Office
Colorado
$21K
AIA
763
Armor Investment Advisors
North Carolina
$21K
CAAS
764
Capital Asset Advisory Services
Michigan
$20K -$15.1K -95 -43%
RG
765
Retirement Group
California
$19K
LPWM
766
Lake Point Wealth Management
Texas
$18K
BL
767
Balentine LLC
Georgia
$18K +$18K +115 New
AF
768
Affiance Financial
Minnesota
$17K
TWA
769
TCI Wealth Advisors
Arizona
$17K +$5.78K +35 +51%
BWL
770
Bogart Wealth LLC
Virginia
$16K -$4.75K -30 -23%
HCM
771
Highlander Capital Management
New Jersey
$16K
BWM
772
BerganKDV Wealth Management
Minnesota
$16K
EW
773
Element Wealth
Mississippi
$16K
RMC
774
Resources Management Corp
Connecticut
$16K
LWA
775
Lowe Wealth Advisors
Maryland
$14K