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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 %
SC
876
Stephens Consulting
Michigan
$8.07K – – –
OLVIG
877
Oliver Lagore Vanvalin Investment Group
Michigan
$8K -$32.5M -186,684 -100%
SCA
878
Stonebridge Capital Advisors
Minnesota
$8K -$4K -25 -33%
COCM
879
Charter Oak Capital Management
New Hampshire
$8K – – –
MFC
880
Mechanics Financial Corp
Ohio
$7K – – –
FA
881
Faithward Advisors
Pennsylvania
$7K – – –
GEA
882
Glen Eagle Advisors
New Jersey
$6.78K – – –
ARMC
883
American Research & Management Company
Massachusetts
$6K – – –
WC
884
Wexford Capital
Florida
$5.09K +$5.09K +31,563 New
TVWM
885
Tower View Wealth Management
Wisconsin
$5K – – –
CICI
886
Capital Investment Counsel Inc
North Carolina
$5K +$5K +29 New
SWA
887
Sutton Wealth Advisors
Florida
$4.36K – – –
MIM
888
Macroview Investment Management
Maryland
$4K – – –
ME
889
McIlrath & Eck
Washington
$4K – – –
BC
890
Belmont Capital
California
$4K – – –
GA
891
GoalVest Advisory
New York
$4K +$4K +26 New
MCA
892
Maryland Capital Advisors
Maryland
$3K – – –
JFA
893
JNBA Financial Advisors
Minnesota
$3K – – –
BCPWM
894
Bradley & Co Private Wealth Management
Florida
$3K – – –
BEI
895
Benjamin Edwards Inc
Missouri
$3K +$3K +18 New
FWA
896
FSC Wealth Advisors
New York
$3K +$3K +21 New
TF
897
TimeScale Financial
Massachusetts
$2K – – –
ACA
898
Aptus Capital Advisors
Alabama
$2K – – –
MA
899
Montag & Associates
Georgia
$2K – – –
GWANC
900
Guardian Wealth Advisors (North Carolina)
North Carolina
$2K – – –
34 35
36
37 38