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iShares Russell 2000 Value ETF
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Overview Fund Activity

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.

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

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$507M
2
JRP
2
Jasper Ridge Partners
California
$175M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$133M
4
LOAMU
4
Lombard Odier Asset Management (USA)
New York
$66.4M
5
Citigroup
5
Citigroup
New York
$81.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$252M
2
Bank of America
2
Bank of America
North Carolina
$1.08B
3
RBA
3
Richard Bernstein Advisors
New York
$76.2M
4
Ameriprise
4
Ameriprise
Minnesota
$125M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$87.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
26
Victory Capital Management
Texas
$90.9M -$5.86M -35,262 -6%
B
27
Bailard
California
$89.9M +$307K +1,851 +0.3%
US Bancorp
28
US Bancorp
Minnesota
$89.7M +$6.24M +37,585 +7%
FWI
29
Facet Wealth Inc
Maryland
$87.7M +$10.7M +64,366 +14%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$87.5M -$68.6M -413,292 -44%
CB
31
Commerce Bank
Missouri
$87M -$2.27M -13,676 -3%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$86.8M +$7.11M +42,815 +9%
Citigroup
33
Citigroup
New York
$81.6M +$62M +373,408 +316%
AIA
34
Angeles Investment Advisors
California
$78.2M +$57.8M +348,375 +284%
RBA
35
Richard Bernstein Advisors
New York
$76.2M -$253M -1,523,643 -77%
GHA
36
GW Henssler & Associates
Georgia
$72M +$246K +1,480 +0.3%
LOAMU
37
Lombard Odier Asset Management (USA)
New York
$66.4M +$66.4M +400,000 New
BPWM
38
Badgley Phelps Wealth Managers
Washington
$61.8M +$1.16M +6,982 +2%
Brown Advisory
39
Brown Advisory
Maryland
$61.4M +$11.5M +69,077 +23%
Truist Financial
40
Truist Financial
North Carolina
$59.8M -$15.1M -90,650 -20%
EWA
41
EP Wealth Advisors
California
$56.8M +$254K +1,528 +0.4%
SEI Investments
42
SEI Investments
Pennsylvania
$52.3M +$3.78M +22,854 +8%
Kayne Anderson Rudnick Investment Management
43
Kayne Anderson Rudnick Investment Management
California
$49.2M +$23.2M +139,595 +89%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$47.9M -$21.9M -131,647 -31%
SRA
45
Summit Rock Advisors
New York
$47.1M -$21.7M -130,580 -32%
RJA
46
Raymond James & Associates
Florida
$46.1M +$3.04M +18,311 +7%
WT
47
Whittier Trust
California
$45.5M +$2.14M +12,878 +5%
SI
48
Stephens Inc
Arkansas
$44.8M +$17.6M +106,221 +65%
Citadel Advisors
49
Citadel Advisors
Florida
$44.7M +$44.7M +269,054 New
ANTB
50
AMG National Trust Bank
Colorado
$42.1M +$1.16M +6,997 +3%
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