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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.

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
1
Alaska Permanent Fund
Alaska
$507M
2
JRP
2
Jasper Ridge Partners
California
$175M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$133M
4
LOAMU
4
Lombard Odier Asset Management (USA)
New York
$66.4M
5
Citigroup
5
Citigroup
New York
$81.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$252M
2
Bank of America
2
Bank of America
North Carolina
$1.08B
3
RBA
3
Richard Bernstein Advisors
New York
$76.2M
4
Ameriprise
4
Ameriprise
Minnesota
$125M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$87.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.23B 7,410,414 +274,449 +4%
Bank of America
2
Bank of America
North Carolina
$1.08B 6,518,211 -1,710,304 -21%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$782M 4,708,296 +126,318 +3%
TF
4
TIAA FSB
Florida
$632M 3,805,722 +267,255 +8%
APF
5
Alaska Permanent Fund
Alaska
$507M 3,245,947 +833,736 +35%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$269M 1,619,851 -69,408 -4%
Wells Fargo
7
Wells Fargo
California
$252M 1,516,229 -1,857,490 -55%
Goldman Sachs
8
Goldman Sachs
New York
$235M 1,414,140 +8,641 +0.6%
UBS Group
9
UBS Group
Switzerland
$192M 1,159,042 +147,574 +15%
Betterment LLC
10
Betterment LLC
New York
$187M 1,127,543 +1,747 +0.2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$180M 1,085,375 +9,864 +0.9%
JRP
12
Jasper Ridge Partners
California
$175M 1,051,511 +679,529 +183%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$163M 982,044 +102,094 +12%
Northern Trust
14
Northern Trust
Illinois
$148M 892,170 +57,665 +7%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$144M 868,224 +20,826 +2%
DADC
16
D.A. Davidson & Co
Montana
$142M 856,554 +25,358 +3%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$133M 798,868 +504,375 +171%
TAIM
18
TD Ameritrade Investment Management
Nebraska
$131M 786,207 -346,627 -31%
JHU
19
Johns Hopkins University
Maryland
$129M 778,510 -70,774 -8%
PPA
20
Parametric Portfolio Associates
Washington
$127M 767,303 +258,244 +51%
Ameriprise
21
Ameriprise
Minnesota
$125M 755,407 -904,900 -55%
LPL Financial
22
LPL Financial
California
$115M 693,825 +34,853 +5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$108M 650,606 +48,697 +8%
M&T Bank
24
M&T Bank
New York
$103M 622,798 -21,121 -3%
APP
25
Avantax Planning Partners
Iowa
$95.7M 576,161 +41,645 +8%
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