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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 %
BCM
776
Bourgeon Capital Management
Connecticut
$126K
AWM
777
Atticus Wealth Management
Florida
$120K +$1.17K +7 +1%
SMA
778
Sage Mountain Advisors
Georgia
$118K
SC
779
SouthState Corp
Florida
$116K
OC
780
Oakworth Capital
Alabama
$116K
RBC
781
Roble Belko & Company
Pennsylvania
$113K
FNBOSM
782
First National Bank of South Miami
Florida
$111K +$111K +667 New
FAG
783
Fortitude Advisory Group
Washington
$108K +$108K +653 New
WPA
784
West Paces Advisors
Georgia
$108K
CBT
785
CoreFirst Bank & Trust
Kansas
$107K
SCA
786
Snowden Capital Advisors
New York
$107K +$107K +645 New
SWM
787
Sugarloaf Wealth Management
Georgia
$105K
EW
788
Evoke Wealth
California
$104K +$498 +3 +0.5%
ED
789
Exane Derivatives
France
$102K -$157K -946 -61%
JEST
790
JTC Employer Solutions Trustee
Jersey
$101K +$101K +610 New
QC
791
Quent Capital
New York
$99K +$99K +596 New
TFGT
792
TS Financial Group (TSFG)
Illinois
$95K
AIM
793
Arcadia Investment Management
Michigan
$93K +$80.6K +488 +651%
WB
794
Webster Bank
Connecticut
$93K +$93K +562 New
TIM
795
Tortoise Investment Management
New York
$91K
CSB
796
City State Bank
Iowa
$91K +$91K +550 New
CSWM
797
Cassady Schiller Wealth Management
Ohio
$89K +$89K +535 New
TWP
798
TFO Wealth Partners
Ohio
$88K
CB
799
CNB Bank
Pennsylvania
$87K +$3.83K +23 +5%
FWM
800
Focused Wealth Management
New York
$85K -$167 -1 -0.2%