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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 %
WB
976
Webster Bank
Connecticut
– -$93K -562 Closed
CSWM
977
Cassady Schiller Wealth Management
Ohio
– -$89K -535 Closed
SF
978
SBK Financial
Virginia
– -$78K -471 Closed
AWA
979
Amplius Wealth Advisors
Pennsylvania
– -$75K -454 Closed
TC
980
Truvestments Capital
Florida
– -$75K -450 Closed
WWM
981
Wolff Wiese Magana
California
– -$66K -393 Closed
TC
982
TAP Consulting
Missouri
– -$50K -303 Closed
HNWA
983
Henrickson Nauta Wealth Advisors
Michigan
– -$46K -295 Closed
SIC
984
Salem Investment Counselors
North Carolina
– -$48K -290 Closed
FWC
985
First Washington Corp
Washington
– -$44K -263 Closed
CCMW
986
Cypress Capital Management (Wyoming)
Wyoming
– -$43K -256 Closed
SC
987
Solstein Capital
California
– -$41K -245 Closed
BAM
988
Barrett Asset Management
New York
– -$35K -210 Closed
CA
989
CoreCap Advisors
Michigan
– -$30K -183 Closed
TAM
990
Tucker Asset Management
Colorado
– -$27K -163 Closed
GKIM
991
GW&K Investment Management
Massachusetts
– -$27K -163 Closed
DA
992
DCM Advisors
New York
– -$25K -150 Closed
RPCONE
993
Retirement Planning Company of New England
Rhode Island
– -$19K -120 Closed
RIA
994
Richwood Investment Advisors
Ohio
– -$17K -100 Closed
TA
995
Tectonic Advisors
Texas
– -$17K -100 Closed
RK
996
Rather & Kittrell
Tennessee
– -$9K -58 Closed
EWA
997
EverSource Wealth Advisors
Alabama
– -$8K -48 Closed
KFAA
998
Klaas Financial Asset Advisors
Illinois
– -$8K -47 Closed
ST
999
Sageworth Trust
Pennsylvania
– -$4K -26 Closed
BFEC
1000
Benjamin F. Edwards & Company
Missouri
– -$4K -26 Closed
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