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iShares Russell 2000 Value ETF
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Overview Fund Activity

873 hedge funds and large institutions have $8.28B invested in iShares Russell 2000 Value ETF in 2022 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 301 increasing their positions, 296 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
873
Holders Change
-39
Holders Change %
-4.28%
% of All Funds
14.76%
Holding in Top 10
42
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.29%
% of All Funds
0.71%
New
79
Increased
301
Reduced
296
Closed
109
Calls
$18.6M
Puts
$412M
Net Calls
-$393M
Net Calls Change
-$697K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.05B
2
ECG
Edge Capital Group
Georgia
$33.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$246M
4
AAP
Arax Advisory Partners
Colorado
$27.9M
5
Jane Street
Jane Street
New York
$28.9M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$268M
2
APF
Alaska Permanent Fund
Alaska
$149M
3
TF
TIAA FSB
Florida
$378M
4
JHU
Johns Hopkins University
Maryland
$4.77M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$7.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
226
NovaPoint Capital
Georgia
$2.88M -$297K -2,180 -9%
EWM
227
Empirical Wealth Management
Washington
$2.88M -$180K -1,319 -6%
GMA
228
Goldstein Munger & Associates
California
$2.72M +$3K +22 +0.1%
CS
229
Credit Suisse
Switzerland
$2.71M +$74.2K +545 +3%
WSFS
230
Wilmington Savings Fund Society
Delaware
$2.69M -$1.27M -9,357 -32%
Mercer Global Advisors
231
Mercer Global Advisors
Colorado
$2.63M +$17K +125 +0.7%
SYBT
232
Stock Yards Bank & Trust
Kentucky
$2.63M +$1.19M +8,747 +83%
WDG
233
Wealth Dimensions Group
Ohio
$2.6M -$249K -1,832 -9%
WAM
234
Weinberger Asset Management
California
$2.58M +$231K +1,693 +10%
LBC
235
Lowe Brockenbrough & Co
Virginia
$2.54M -$143K -1,048 -5%
AF
236
Advisornet Financial
Minnesota
$2.48M +$2.21M +16,204 +810%
HI
237
Harbour Investments
Wisconsin
$2.45M +$2.45M +17,992 New
RJT
238
Raymond James Trust
Florida
$2.44M -$12.5K -92 -0.5%
LP
239
Lloyd Park
Illinois
$2.43M -$1.8M -13,229 -43%
MWM
240
Maltin Wealth Management
New Jersey
$2.4M -$55.1K -405 -2%
CHC
241
City Holding Co
West Virginia
$2.39M -$12.3K -90 -0.5%
WPWM
242
Windward Private Wealth Management
Kansas
$2.35M -$95.6K -702 -4%
TW
243
Towerpoint Wealth
California
$2.24M -$460K -3,381 -17%
BC
244
Bartlett & Co
Ohio
$2.23M -$405K -2,975 -15%
BCWM
245
Bartlett & Co Wealth Management
Ohio
$2.23M -$405K -2,975 -15%
LTL
246
Lowery Thomas LLC
California
$2.22M -$486K -3,568 -18%
PP
247
Prosperity Planning
Missouri
$2.2M – – –
AMG
248
Asset Management Group
Connecticut
$2.2M +$9.26K +68 +0.4%
AP
249
Advisors Preferred
Maryland
$2.17M -$18.5M -135,722 -89%
APA
250
American Portfolios Advisors
New York
$2.16M -$107K -786 -5%
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