IWN icon

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 %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$4.92M +$1.39M +8,365 +39%
LP
202
Lloyd Park
Illinois
$4.91M +$4.91M +29,576 New
WSFS
203
Wilmington Savings Fund Society
Delaware
$4.89M -$29.2K -176 -0.6%
UAS
204
United Asset Strategies
New York
$4.78M +$363K +2,187 +8%
CA
205
Cetera Advisors
Colorado
$4.75M -$315K -1,895 -6%
XF
206
XML Financial
Maryland
$4.63M +$120K +721 +3%
SWA
207
Stratos Wealth Advisors
Ohio
$4.62M +$967K +5,823 +26%
PAG
208
Private Advisor Group
New Jersey
$4.62M -$674K -4,059 -13%
AAS
209
Avantax Advisory Services
Texas
$4.6M +$2.26M +13,595 +96%
TC
210
Titleist Capital
Texas
$4.58M +$4.58M +27,586 New
AWA
211
Archvest Wealth Advisors
California
$4.52M +$4.52M +27,226 New
CAN
212
Cetera Advisor Networks
California
$4.52M +$802K +4,833 +22%
GIA
213
GHP Investment Advisors
Colorado
$4.48M -$79.2K -477 -2%
OCM
214
One Capital Management
California
$4.46M -$440K -2,648 -9%
Prudential Financial
215
Prudential Financial
New Jersey
$4.32M +$2.72M +55,331 +170%
Creative Planning
216
Creative Planning
Kansas
$4.31M -$358K -2,158 -8%
NC
217
NovaPoint Capital
Georgia
$4.28M -$7.31K -44 -0.2%
RFWA
218
RPg Family Wealth Advisory
Massachusetts
$4.21M -$39.2K -236 -0.9%
EWM
219
Empirical Wealth Management
Washington
$4.18M -$384K -2,310 -8%
MAM
220
Meeder Asset Management
Ohio
$4.07M +$1.25M +7,531 +44%
UB
221
UMB Bank
Missouri
$4.04M -$56.6K -341 -1%
AB
222
Atlas Brown
Kentucky
$3.9M -$308K -1,857 -7%
CWM
223
Chicago Wealth Management
Illinois
$3.89M -$5.25M -31,627 -57%
AWM
224
AE Wealth Management
Kansas
$3.87M +$3.6M +21,669 +1,335%
Cetera Investment Advisers
225
Cetera Investment Advisers
Illinois
$3.87M -$194K -1,169 -5%