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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 %
BAM
751
Baldrige Asset Management
Pennsylvania
$204K
SCM
752
Schnieders Capital Management
California
$203K +$203K +1,220 New
TSWM
753
Tyler-Stone Wealth Management
Ohio
$203K +$203K +1,224 New
NWMG
754
National Wealth Management Group
Ohio
$203K +$203K +1,221 New
VCM
755
Versant Capital Management
Arizona
$195K
BCV
756
Banque Cantonale Vaudoise
Switzerland
$193K +$181K +1,089 +1,534%
AIM
757
Anchor Investment Management
South Carolina
$183K
Lazard Asset Management
758
Lazard Asset Management
New York
$182K
S
759
SignatureFD
Georgia
$177K -$33.8K -203 -16%
CAL
760
Capital Advisors Ltd
Ohio
$176K
GWM
761
Grand Wealth Management
Michigan
$175K +$175K +1,056 New
MPCG
762
Matrix Private Capital Group
New York
$171K
MFA
763
McClarren Financial Advisors
Pennsylvania
$170K +$1.16K +7 +0.7%
WT
764
Washington Trust
Rhode Island
$169K
CWM
765
Cranbrook Wealth Management
Michigan
$159K
AA
766
Addison Advisors
Vermont
$156K +$15.4K +93 +11%
NIG
767
NFJ Investment Group
Texas
$155K +$155K +932 New
AFS
768
Annapolis Financial Services
Maryland
$153K
CAM
769
CenterStar Asset Management
Illinois
$151K -$172K
AWM
770
Avior Wealth Management
Nebraska
$147K
WFA
771
WestHill Financial Advisors
California
$142K +$3.32K +20 +2%
VCM
772
Vigilant Capital Management
Maine
$133K +$61.4K +370 +86%
GAM
773
Gemmer Asset Management
California
$130K +$1.33K +8 +1%
IBOK
774
Independence Bank of Kentucky
Kentucky
$128K
DHGWA
775
Dixon Hughes Goodman Wealth Advisors
North Carolina
$127K +$127K +768 New