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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 %
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$11.1M -$5.15M -31,894 -32%
TRCT
127
Tower Research Capital (TRC)
New York
$11M +$4.63M +28,670 +72%
LFWA
128
LBJ Family Wealth Advisors
Texas
$10.8M +$8.22K +53 +0.1%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$10.6M +$2.11M +13,051 +25%
SWPG
130
Strategic Wealth Partners Group
Illinois
$10.6M +$989K +6,127 +10%
NSCM
131
New South Capital Management
Tennessee
$10.1M -$2.76M -17,075 -21%
BF
132
Brooklyn FI
New York
$10M +$3.36M +20,789 +51%
RCA
133
Riverview Capital Advisers
Massachusetts
$9.87M -$106K -657 -1%
Stifel Financial
134
Stifel Financial
Missouri
$9.82M -$2.39M -14,776 -20%
3F
135
360 Financial
Minnesota
$9.71M +$415K +2,555 +4%
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$9.67M +$245K +1,518 +3%
CWC
137
Carolinas Wealth Consulting
North Carolina
$9.64M +$3.53M +34,429 +58%
PCA
138
Permit Capital Advisors
Pennsylvania
$9.36M +$9.36M +943,512 New
AF
139
Allworth Financial
California
$9.33M +$238K +1,473 +3%
TAM
140
Tocqueville Asset Management
New York
$9.3M -$1.96M -12,120 -17%
TWC
141
TD Waterhouse Canada
Ontario, Canada
$9.27M +$1.96M +10,316 +27%
KeyBank National Association
142
KeyBank National Association
Ohio
$9.19M -$136K -840 -1%
IFA
143
Interactive Financial Advisors
Illinois
$9.01M -$928K -5,752 -9%
SAM
144
Silvercrest Asset Management
New York
$8.98M -$8.11M -50,241 -47%
HIA
145
Harbor Investment Advisory
Maryland
$8.97M -$320K -1,985 -3%
PSUF
146
People's United Financial
Connecticut
$8.87M +$1.18M +7,329 +15%
PCOC
147
Power Corp of Canada
Canada
$8.76M +$8.76M +54,286 New
GT
148
Glenmede Trust
Pennsylvania
$8.69M -$5.62M -34,844 -39%
RFA
149
RTD Financial Advisors
Pennsylvania
$8.46M +$117K +728 +1%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$8.32M +$3.53M +21,891 +74%
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