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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 %
BPA
126
Beacon Pointe Advisors
California
$11.9M +$9.98M +60,117 +529%
RTS
127
Round Table Services
New Jersey
$11.6M +$332K +1,997 +3%
LFWA
128
LBJ Family Wealth Advisors
Texas
$11.6M +$421K +2,538 +4%
AA
129
AlphaMark Advisors
Kentucky
$11.6M – – –
TAM
130
Tocqueville Asset Management
New York
$11.6M +$693K +4,175 +6%
PFA
131
Paradigm Financial Advisors
Missouri
$11.4M -$1.07M -6,450 -9%
JPG
132
Jordan Park Group
California
$11.3M +$892K +5,372 +9%
RM
133
Resource Management
Louisiana
$11M +$7.47K +45 +0.1%
EARNEST Partners
134
EARNEST Partners
Georgia
$10.4M +$7.68M +46,269 +280%
RCA
135
Riverview Capital Advisers
Massachusetts
$10.3M +$10.3M +61,839 New
IFA
136
Interactive Financial Advisors
Illinois
$10.2M -$306K -1,840 -3%
Millennium Management
137
Millennium Management
New York
$10.2M +$7.45M +44,856 +272%
Parallax Volatility Advisers
138
Parallax Volatility Advisers
California
$10.1M +$6.16M +37,093 +155%
CWC
139
Carolinas Wealth Consulting
North Carolina
$9.89M +$191K +1,149 +2%
SWPG
140
Strategic Wealth Partners Group
Illinois
$9.88M +$85.5K +515 +0.9%
Cambridge Investment Research Advisors
141
Cambridge Investment Research Advisors
Iowa
$9.69M -$6.82M -41,056 -41%
KeyBank National Association
142
KeyBank National Association
Ohio
$9.59M -$377K -2,272 -4%
HIA
143
Harbor Investment Advisory
Maryland
$9.56M +$214K +1,289 +2%
3F
144
360 Financial
Minnesota
$9.49M +$187K +1,124 +2%
AF
145
Allworth Financial
California
$9.35M -$763K -4,596 -8%
KAS
146
Kestra Advisory Services
Texas
$9.25M +$54.3K +327 +0.6%
FPCP
147
Fort Point Capital Partners
California
$9.1M +$318K +1,918 +4%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$8.75M +$799K +4,815 +10%
BGIM
149
Brandywine Global Investment Management
Pennsylvania
$8.6M +$8.6M +51,765 New
RFA
150
RTD Financial Advisors
Pennsylvania
$8.58M +$8.58M +51,671 New
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