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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 %
FA
951
Fiducient Advisors
Illinois
-$497K -3,100 Closed
BOS
952
Bingham Osborn & Scarborough
California
-$483K -3,013 Closed
OBGC
953
O'Brien Greene & Co
Pennsylvania
-$461K -2,875 Closed
SIM
954
Stratos Investment Management
Ohio
-$354K -2,209 Closed
EFSCE
955
Enterprise Financial Services Corp (EFSC)
Missouri
-$344K -2,150 Closed
TW
956
TrinityPoint Wealth
Connecticut
-$310K -1,934 Closed
Chevy Chase Trust
957
Chevy Chase Trust
Maryland
-$265K -1,654 Closed
CIC
958
Cornercap Investment Counsel
Georgia
-$254K -1,588 Closed
BA
959
Bridgewater Advisors
New York
-$252K -1,570 Closed
TC
960
Telemus Capital
Michigan
-$239K -1,492 Closed
NL
961
NKCFO LLC
Illinois
-$224K -1,400 Closed
PIFP
962
Partners in Financial Planning
Virginia
-$206K -1,285 Closed
RTL
963
Red Tortoise LLC
Georgia
-$128K -992 Closed
Vontobel Holding
964
Vontobel Holding
Switzerland
-$101K -630 Closed
CPC
965
Consolidated Planning Corp
Georgia
-$57K -356 Closed
LDFR
966
Lehman & Derafelo Financial Resources
Pennsylvania
-$31K -195 Closed
WLPWM
967
Walled Lake Planning & Wealth Management
Illinois
-$26K -162 Closed
PWM
968
Prentice Wealth Management
New York
-$26K -160 Closed
MFIMFI
969
Mesirow Financial Investment Management - Fixed Income
Illinois
-$26K -160 Closed
AC
970
AlphaCore Capital
California
-$22K -140 Closed
WFO
971
Wealthgate Family Office
Colorado
-$21K -132 Closed
JCM
972
Jacobi Capital Management
Pennsylvania
-$13K -80 Closed
BMD
973
Better Money Decisions
New Mexico
-$13K -79 Closed
HFS
974
Hantz Financial Services
Michigan
-$9K -58 Closed
LWM
975
Liberty Wealth Management
California
-$6K -36 Closed