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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 %
EW
876
Element Wealth
Mississippi
$17K +$168 +1 +1%
TA
877
Tectonic Advisors
Texas
$17K +$17K +100 New
RIA
878
Richwood Investment Advisors
Ohio
$17K +$17K +100 New
MFM
879
MD Financial Management
Ontario, Canada
$17K +$17K +105 New
OIA
880
Optimum Investment Advisors
Illinois
$15K
MOACM
881
Mutual of America Capital Management
New York
$14K
LWA
882
Lowe Wealth Advisors
Maryland
$14K
CBT
883
Central Bank & Trust
Kentucky
$14K
RDFA
884
Ritter Daniher Financial Advisory
Ohio
$13K
PP
885
PrairieView Partners
Minnesota
$13K
AWM
886
Abound Wealth Management
Tennessee
$12.4K +$12.4K +75 New
SCA
887
Stonebridge Capital Advisors
Minnesota
$12K
LS
888
Leelyn Smith
Illinois
$12K
FFA
889
Founders Financial Alliance
North Carolina
$12K
TWA
890
TCI Wealth Advisors
Arizona
$11K -$5.42K -34 -33%
CT
891
Clearstead Trust
Maine
$11K -$3.56K -22 -24%
GWSG
892
GPS Wealth Strategies Group
Colorado
$11K
CIAS
893
Capital Investment Advisory Services
North Carolina
$10K
AWM
894
Activest Wealth Management
Florida
$9K +$164 +1 +2%
RK
895
Rather & Kittrell
Tennessee
$9K +$9K +58 New
SC
896
Stephens Consulting
Michigan
$8.3K +$8.3K +50 New
COCM
897
Charter Oak Capital Management
New Hampshire
$8K
KFAA
898
Klaas Financial Asset Advisors
Illinois
$8K +$8K +47 New
EWA
899
EverSource Wealth Advisors
Alabama
$8K +$8K +48 New
ARMC
900
American Research & Management Company
Massachusetts
$7K