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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 %
KAS
151
Kestra Advisory Services
Texas
$8.32M -$680K -4,212 -8%
BSW
152
Buckingham Strategic Wealth
Missouri
$8.28M +$67.3K +417 +0.8%
SWM
153
Southern Wealth Management
Texas
$8.11M +$4.4M +27,286 +119%
MAM
154
MMA Asset Management
Pennsylvania
$7.91M +$659K +4,610 +9%
RCP
155
Rothschild Capital Partners
New York
$7.71M -$355K -2,199 -4%
SC
156
Sierra Capital
Florida
$7.65M -$108K -671 -1%
SAS
157
SMI Advisory Services
Indiana
$7.64M +$253K +1,569 +3%
NWM
158
Northwest Wealth Management
Iowa
$7.56M +$1.07M +6,625 +16%
PGFC
159
Peapack-Gladstone Financial Corp
New Jersey
$7.44M +$1.22M +7,542 +20%
WB
160
WesBanco Bank
West Virginia
$7.38M +$1.39M +8,628 +23%
William Blair & Company
161
William Blair & Company
Illinois
$7.34M +$1.69M +10,492 +30%
RA
162
Royce & Associates
New York
$7.3M -$16.1K -100 -0.2%
SBH
163
Segall Bryant & Hamill
Illinois
$7.18M +$7.18M +44,542 New
TD Asset Management
164
TD Asset Management
Ontario, Canada
$7.16M +$1.67M +10,322 +30%
HFG
165
Heron Financial Group
New York
$6.81M +$164K +1,017 +2%
WA
166
Waverly Advisors
Alabama
$6.78M +$255K +1,581 +4%
IFO
167
Independent Family Office
New York
$6.6M – – –
FWM
168
FSA Wealth Management
Massachusetts
$6.6M – – –
BCIM
169
Bishop & Co Investment Management
Pennsylvania
$6.6M +$238K +1,472 +4%
CCP
170
Corient Capital Partners
California
$6.57M +$281K +1,740 +4%
HW
171
Hancock Whitney
Mississippi
$6.35M -$285K -1,766 -4%
DSA
172
Droms Strauss Advisors
Missouri
$6.32M +$319K +1,952 +5%
B
173
Bailard
California
$6.26M -$81.1M -502,752 -93%
OFG
174
Oxford Financial Group
Indiana
$6.17M -$1.2M -7,432 -16%
Parallax Volatility Advisers
175
Parallax Volatility Advisers
California
$6.08M -$3.78M -23,403 -38%
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