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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.

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

Top Buyers

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

Top Sellers

1
Wells Fargo
Wells Fargo
California
$252M
2
Bank of America
Bank of America
North Carolina
$1.08B
3
RBA
Richard Bernstein Advisors
New York
$76.2M
4
Ameriprise
Ameriprise
Minnesota
$125M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$87.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
826
TAP Consulting
Missouri
$50K +$50K +303 New
NFSG
827
Newbridge Financial Services Group
Florida
$49K -$26.9K -163 -35%
PO
828
Private Ocean
California
$49K -$167 -1 -0.3%
SIC
829
Salem Investment Counselors
North Carolina
$48K -$1.82K -11 -4%
FP
830
Financial Perspectives
Minnesota
$47.2K -$499 -3 -1%
CCM
831
Covington Capital Management
California
$47K – – –
WB
832
West Bancorporation
Iowa
$47K +$47K +285 New
RE
833
RBC Europe
United Kingdom
$46K +$2.15K +13 +5%
HNWA
834
Henrickson Nauta Wealth Advisors
Michigan
$46K +$46K +295 New
UCB
835
United Community Bank
South Carolina
$45.3K +$45.3K +273 New
First Manhattan
836
First Manhattan
New York
$45K +$7.91K +48 +21%
FWC
837
First Washington Corp
Washington
$44K – – –
CCMW
838
Cypress Capital Management (Wyoming)
Wyoming
$43K +$43K +256 New
SC
839
Solstein Capital
California
$41K – – –
WBC
840
West Branch Capital
Massachusetts
$38K – – –
AWM
841
Aspire Wealth Management
Massachusetts
$37K +$37K +222 New
DWMG
842
DB Wealth Management Group
California
$37K +$37K +225 New
GWS
843
Glassman Wealth Services
Virginia
$35K – – –
WWM
844
Wagner Wealth Management
South Carolina
$35K – – –
CB
845
Community Bank
New York
$35K – – –
SFA
846
Semmax Financial Advisors
North Carolina
$35K +$166 +1 +0.5%
BAM
847
Barrett Asset Management
New York
$35K +$1.67K +10 +5%
AWM
848
Accel Wealth Management
Iowa
$35K +$4.29K +26 +14%
FPB
849
First PREMIER Bank
South Dakota
$34K – – –
AIC
850
Archer Investment Corporation
Indiana
$33.2K -$22.1K -133 -40%
32 33
34
35 36