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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 %
SCA
901
Sandy Cove Advisors
Massachusetts
$2K – – –
CI
902
Cordant Inc
Oregon
$2K – – –
MA
903
MCF Advisors
Kentucky
$2K +$2K +11 New
LSA
904
Lansing Street Advisors
Pennsylvania
$2K +$2K +13 New
AIA
905
Arcadia Investment Advisors
Idaho
$1.78K – – –
AFG
906
Albion Financial Group
Utah
$1K -$1K -9 -50%
JWM
907
Janiczek Wealth Management
Colorado
$1K – – –
Toronto Dominion Bank
908
Toronto Dominion Bank
Ontario, Canada
$1K +$1K +6 New
HWMA
909
Heritage Wealth Management (Arizona)
Arizona
$1K +$1K +8 New
VI
910
Vestcor Inc
New Brunswick, Canada
– -$24.4M -147,100 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
911
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$18.4M -110,800 Closed
Jacobs Levy Equity Management
912
Jacobs Levy Equity Management
New Jersey
– -$17.9M -108,060 Closed
Ensign Peak Advisors
913
Ensign Peak Advisors
Utah
– -$16.9M -102,000 Closed
Capstone Investment Advisors
914
Capstone Investment Advisors
New York
– -$14.6M -88,139 Closed
JPG
915
Jordan Park Group
California
– -$11.3M -68,055 Closed
Janney Montgomery Scott
916
Janney Montgomery Scott
Pennsylvania
– -$7.72M -46,486 Closed
AMH
917
Apollo Management Holdings
New York
– -$4.98M -30,000 Closed
Point72 Asset Management
918
Point72 Asset Management
Connecticut
– -$4.98M -30,000 Closed
Wellington Management Group
919
Wellington Management Group
Massachusetts
– -$3.49M -21,005 Closed
Natixis Advisors
920
Natixis Advisors
Massachusetts
– -$3.29M -19,794 Closed
CCMLC
921
Cardinal Capital Management LLC (Connecticut)
Connecticut
– -$2.86M -17,208 Closed
FTS
922
Fifth Third Securities
Ohio
– -$2.45M -14,748 Closed
TC
923
Towle & Co
Colorado
– -$1.99M -12,010 Closed
OAM
924
Oppenheimer Asset Management
New York
– -$1.98M -11,923 Closed
SFS
925
Sowell Financial Services
Arkansas
– -$1.97M -11,859 Closed
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37
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