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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 %
PFA
201
Pure Financial Advisors
California
$4.62M +$945K +5,853 +26%
GLLW
202
Graves Light Lenhart Wealth
Virginia
$4.49M -$366K -2,265 -8%
AWA
203
Archvest Wealth Advisors
California
$4.47M +$72.1K +447 +2%
IA
204
IndexIQ Advisors
New York
$4.44M +$4.03M +24,974 +976%
AAS
205
Avantax Advisory Services
Texas
$4.43M -$46.7K -289 -1%
GIA
206
GHP Investment Advisors
Colorado
$4.27M -$83.4K -517 -2%
HWM
207
HB Wealth Management
Georgia
$4.22M +$777K +4,815 +23%
OCM
208
One Capital Management
California
$4.2M -$135K -838 -3%
IWC
209
Integrated Wealth Concepts
Massachusetts
$4.16M +$804K +4,981 +24%
PCM
210
Price Capital Management
Louisiana
$4.07M +$4.07M +25,000 New
RFWA
211
RPg Family Wealth Advisory
Massachusetts
$4M -$94.3K -584 -2%
MPM
212
MBB Public Markets
Illinois
$3.99M -$1.29M -8,000 -24%
DCM
213
Dupont Capital Management
Delaware
$3.89M +$3.89M +24,097 New
Simplex Trading
214
Simplex Trading
Illinois
$3.87M +$3.87M +23,967 +342,386%
SCM
215
SCS Capital Management
Massachusetts
$3.84M +$3.84M +23,791 New
AB
216
Atlas Brown
Kentucky
$3.77M -$15.5K -96 -0.4%
NC
217
NovaPoint Capital
Georgia
$3.77M -$399K -2,471 -10%
NC
218
NBW Capital
Massachusetts
$3.75M +$94.7K +587 +3%
UB
219
UMB Bank
Missouri
$3.7M -$232K -1,438 -6%
FCFC
220
First Commonwealth Financial Corp
Pennsylvania
$3.66M +$515K +3,191 +16%
SFG
221
StrategIQ Financial Group
Indiana
$3.65M +$89.7K +556 +3%
EWM
222
Empirical Wealth Management
Washington
$3.62M -$440K -2,726 -11%
LI
223
Leeward Investments
Massachusetts
$3.61M +$3.61M +22,391 New
Cetera Investment Advisers
224
Cetera Investment Advisers
Illinois
$3.6M -$159K -986 -4%
BIM
225
Bridges Investment Management
Nebraska
$3.6M – – –
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