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iShares Russell 2000 Value ETF

847 hedge funds and large institutions have $12.1B invested in iShares Russell 2000 Value ETF in 2021 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 297 increasing their positions, 278 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+18
Holders Change %
+2.17%
% of All Funds
14.79%
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.98%
New
86
Increased
297
Reduced
278
Closed
56
Calls
$58.2M
Puts
$116M
Net Calls
-$57.7M
Net Calls Change
-$67.9M
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
776
O'Shaughnessy Asset Management
Connecticut
$25K +$14.3K +86 +134%
SN
777
Sittner & Nelson
Oregon
$25K +$25K +151 New
AIA
778
Armor Investment Advisors
North Carolina
$22K
WFO
779
Wealthgate Family Office
Colorado
$22K
BWL
780
Bogart Wealth LLC
Virginia
$22K +$15.6K +93 +245%
RG
781
Retirement Group
California
$19K
LPWM
782
Lake Point Wealth Management
Texas
$19K +$19K +115 New
AF
783
Affiance Financial
Minnesota
$18K
HCM
784
Highlander Capital Management
New Jersey
$17K
RMC
785
Resources Management Corp
Connecticut
$17K
BWM
786
BerganKDV Wealth Management
Minnesota
$17K
EW
787
Element Wealth
Mississippi
$17K
HDIM
788
Hanson & Doremus Investment Management
Vermont
$15K
LWA
789
Lowe Wealth Advisors
Maryland
$14K
CBT
790
Central Bank & Trust
Kentucky
$14K
MOACM
791
Mutual of America Capital Management
New York
$14K
PP
792
PrairieView Partners
Minnesota
$13K -$171 -1 -1%
BMD
793
Better Money Decisions
New Mexico
$13K
JCM
794
Jacobi Capital Management
Pennsylvania
$13K
RDFA
795
Ritter Daniher Financial Advisory
Ohio
$13K
FFA
796
Founders Financial Alliance
North Carolina
$12K -$3.08K -19 -20%
AIM
797
Arcadia Investment Management
Michigan
$12K
PA
798
Perennial Advisors
New York
$12K
LS
799
Leelyn Smith
Illinois
$12K
SCA
800
Stonebridge Capital Advisors
Minnesota
$12K +$6K +39 +100%