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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 %
MMG
851
Monetary Management Group
Missouri
$33K
BFO
852
Biltmore Family Office
North Carolina
$33K
PFGIA
853
Patriot Financial Group Insurance Agency
Massachusetts
$32K -$995 -6 -3%
PCTC
854
Perkins Coie Trust Company
Washington
$31K
RWA
855
RGT Wealth Advisors
Texas
$30K +$30K +182 New
CA
856
CoreCap Advisors
Michigan
$30K +$30K +183 New
RG
857
Retirement Group
California
$28K +$8.43K +50 +43%
TAM
858
Tucker Asset Management
Colorado
$27K
GKIM
859
GW&K Investment Management
Massachusetts
$27K +$27K +163 New
BLC
860
Brown, Lisle/Cummings
Rhode Island
$26.6K +$26.6K +160 New
IRC
861
Investors Research Corp
Georgia
$25K
SN
862
Sittner & Nelson
Oregon
$25K
HDIM
863
Hanson & Doremus Investment Management
Vermont
$25K
OSAM
864
O'Shaughnessy Asset Management
Connecticut
$25K
DA
865
DCM Advisors
New York
$25K
AIA
866
Armor Investment Advisors
North Carolina
$22K
CAAS
867
Capital Asset Advisory Services
Michigan
$21K
BL
868
Balentine LLC
Georgia
$19K
LPWM
869
Lake Point Wealth Management
Texas
$19K
RPCONE
870
Retirement Planning Company of New England
Rhode Island
$19K +$19K +120 New
AF
871
Affiance Financial
Minnesota
$18K
HCM
872
Highlander Capital Management
New Jersey
$17K
RMC
873
Resources Management Corp
Connecticut
$17K
BWM
874
BerganKDV Wealth Management
Minnesota
$17K
BWL
875
Bogart Wealth LLC
Virginia
$17K