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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 %
GWANC
926
Guardian Wealth Advisors (North Carolina)
North Carolina
$2K +$2K +10 New
MA
927
Montag & Associates
Georgia
$2K +$2K +10 New
SCA
928
Sandy Cove Advisors
Massachusetts
$2K +$2K +12 New
AIA
929
Arcadia Investment Advisors
Idaho
$1.83K – – –
JWM
930
Janiczek Wealth Management
Colorado
$1K – – –
GI
931
Gradient Investments
Minnesota
$1K – – –
HI
932
Hudock Inc
Pennsylvania
$1K – – –
SIS
933
Sound Income Strategies
Florida
$1K – – –
BIA
934
Bell Investment Advisors
California
$1K – – –
Simplex Trading
935
Simplex Trading
Illinois
$1K +$1K +7 New
CCM
936
Chilton Capital Management
Texas
$1K +$1K +8 New
BBHC
937
Brown Brothers Harriman & Co
New York
$35 – – –
SEM
938
Strategic Equity Management
Arizona
– -$21.1M -131,422 Closed
Qube Research & Technologies (QRT)
939
Qube Research & Technologies (QRT)
United Kingdom
– -$12.1M -75,774 Closed
SBH
940
Segall Bryant & Hamill
Illinois
– -$7.11M -44,402 Closed
NC
941
Nicholas Company
Wisconsin
– -$5.64M -35,170 Closed
TFA
942
Tobias Financial Advisors
Florida
– -$4.96M -30,921 Closed
CA
943
CastleArk Alternatives
Illinois
– -$2.65M -16,560 Closed
Renaissance Technologies
944
Renaissance Technologies
New York
– -$1.41M -8,800 Closed
GRP
945
Global Retirement Partners
California
– -$1.17M -7,323 Closed
PFO
946
Pathstone Family Office
New Jersey
– -$747K -4,660 Closed
TI
947
Trexquant Investment
Connecticut
– -$693K -4,326 Closed
PMAM
948
Picton Mahoney Asset Management
Ontario, Canada
– -$640K -4,000 Closed
PWMG
949
Pinnacle Wealth Management Group
Michigan
– -$609K -3,800 Closed
State Street
950
State Street
Massachusetts
– -$594K -3,710 Closed
36 37
38
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