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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.

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

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$252M
2
Bank of America
2
Bank of America
North Carolina
$1.08B
3
RBA
3
Richard Bernstein Advisors
New York
$76.2M
4
Ameriprise
4
Ameriprise
Minnesota
$125M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$87.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
76
WhitTier Trust Company
Nevada
$23.4M +$2.36M +14,188 +11%
DPIM
77
Duff & Phelps Investment Management
Illinois
$23.1M +$83K +500 +0.4%
ZF
78
Zhang Financial
Michigan
$22.9M -$653K -3,930 -3%
CL
79
Choreo LLC
Illinois
$22.8M -$196K -1,183 -0.9%
WWM
80
Windsor Wealth Management
Indiana
$21.9M +$15.4M +91,074 +238%
Mariner
81
Mariner
Kansas
$21.2M -$329K -1,979 -2%
FT
82
Fiduciary Trust
Massachusetts
$21.1M -$604K -3,635 -3%
CC
83
Cassaday & Co
Virginia
$20.7M +$1.66M +10,012 +9%
SF
84
Synovus Financial
Georgia
$20.6M -$94.5K -569 -0.5%
JIC
85
Johnson Investment Counsel
Ohio
$20.6M +$543K +3,270 +3%
SPWG
86
Sage Private Wealth Group
Illinois
$19.9M +$103K +622 +0.5%
WF
87
WoodTrust Financial
Wisconsin
$19.6M +$1.02M +6,136 +5%
FAM
88
Flaharty Asset Management
Florida
$18.9M +$1.44M +8,655 +8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
89
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$18.4M +$3.9M +23,500 +27%
MA
90
MUFG Americas
New York
$18.2M -$125K -750 -0.7%
AL
91
Aspiriant LLC
California
$18.1M -$379K -2,282 -2%
Jacobs Levy Equity Management
92
Jacobs Levy Equity Management
New Jersey
$17.9M – – –
GW
93
GW & Wade
Massachusetts
$17.9M +$123K +741 +0.7%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$17.7M +$15.2M +91,784 +608%
SAM
95
Silvercrest Asset Management
New York
$17.5M +$5.98M +36,267 +52%
Ensign Peak Advisors
96
Ensign Peak Advisors
Utah
$16.9M +$16.9M +102,000 New
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
$16.7M -$1.65M -9,915 -9%
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$16.5M +$16.5M +99,224 New
CM
99
Churchill Management
California
$16.1M -$268K -1,611 -2%
SCG
100
Sonata Capital Group
Washington
$15.7M +$95.8K +577 +0.6%
2 3
4
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