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iShares Russell 2000 Value ETF
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Overview Fund Activity

912 hedge funds and large institutions have $11.1B invested in iShares Russell 2000 Value ETF in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 307 increasing their positions, 302 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
-26
Holders Change %
-2.77%
% of All Funds
14.43%
Holding in Top 10
49
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.77%
% of All Funds
0.78%
New
90
Increased
307
Reduced
302
Closed
99
Calls
$38.6M
Puts
$431M
Net Calls
-$392M
Net Calls Change
-$125M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$58.4M
2
BlackRock
BlackRock
New York
$68.9M
3
AP
Advisors Preferred
Maryland
$24.7M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$57.8M
5
FWI
Facet Wealth Inc
Maryland
$102M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$684M
2
B
Bailard
California
$6.26M
3
RBA
Richard Bernstein Advisors
New York
$575K
4
Citigroup
Citigroup
New York
$23.2M
5
AIA
Angeles Investment Advisors
California
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
826
Pursue Wealth Partners
California
$38.8K +$38.8K +248 New
RDIA
827
RE Dickinson Investment Advisors
Iowa
$37K -$13K -80 -26%
WBC
828
West Branch Capital
Massachusetts
$37K – – –
AWM
829
Aspire Wealth Management
Massachusetts
$36K – – –
CB
830
Community Bank
New York
$34K – – –
GWS
831
Glassman Wealth Services
Virginia
$34K – – –
AWM
832
Accel Wealth Management
Iowa
$34K – – –
SFA
833
Semmax Financial Advisors
North Carolina
$34K +$160 +1 +0.5%
OSAM
834
O'Shaughnessy Asset Management
Connecticut
$34K +$10.1K +63 +42%
FPB
835
First PREMIER Bank
South Dakota
$33K – – –
PFGIA
836
Patriot Financial Group Insurance Agency
Massachusetts
$33K +$1.93K +12 +6%
BFO
837
Biltmore Family Office
North Carolina
$32K – – –
AIC
838
Archer Investment Corporation
Indiana
$31K – – –
DWMG
839
DB Wealth Management Group
California
$31K -$5.14K -32 -14%
PCTC
840
Perkins Coie Trust Company
Washington
$30K – – –
RWA
841
RGT Wealth Advisors
Texas
$29K – – –
EWM
842
Endurance Wealth Management
Rhode Island
$28K -$28K -171 -50%
MMG
843
Monetary Management Group
Missouri
$28K -$4K -25 -13%
RG
844
Retirement Group
California
$27K – – –
BLC
845
Brown, Lisle/Cummings
Rhode Island
$25.8K – – –
AWM
846
Abound Wealth Management
Tennessee
$24.9K +$12.9K +80 +107%
HDIM
847
Hanson & Doremus Investment Management
Vermont
$24K – – –
IRC
848
Investors Research Corp
Georgia
$24K – – –
SN
849
Sittner & Nelson
Oregon
$24K – – –
AIA
850
Armor Investment Advisors
North Carolina
$21K – – –
32 33
34
35 36