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iShares Russell 2000 Value ETF
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Overview Fund Activity

835 hedge funds and large institutions have $13.1B invested in iShares Russell 2000 Value ETF in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 288 increasing their positions, 286 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
-38
Holders Change %
-4.35%
% of All Funds
14.44%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.73%
New
51
Increased
288
Reduced
286
Closed
79
Calls
$19.6M
Puts
$206M
Net Calls
-$186M
Net Calls Change
+$207M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
$331M
2
SV
Starboard Value
New York
$77.4M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54.6M
4
VI
Vestcor Inc
New Brunswick, Canada
$28.3M
5
FWI
Facet Wealth Inc
Maryland
$122M

Top Sellers

1
CWA
CM Wealth Advisors
Ohio
$5.12B
2
ECG
Edge Capital Group
Georgia
$549K
3
Morgan Stanley
Morgan Stanley
New York
$917M
4
Bank of America
Bank of America
North Carolina
$802M
5
Barclays
Barclays
United Kingdom
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
226
UMB Bank
Missouri
$2.55M -$227K -1,757 -8%
GMA
227
Goldstein Munger & Associates
California
$2.54M -$43.1K -334 -2%
WDG
228
Wealth Dimensions Group
Ohio
$2.5M +$41.8K +324 +2%
IWC
229
Integrated Wealth Concepts
Massachusetts
$2.47M -$487K -3,778 -16%
WAM
230
Weinberger Asset Management
California
$2.47M +$25.9K +201 +1%
HI
231
Harbour Investments
Wisconsin
$2.45M – – –
GIS
232
Grayhawk Investment Strategies
Alberta, Canada
$2.45M +$1.31M +10,200 +116%
WSFS
233
Wilmington Savings Fund Society
Delaware
$2.45M -$102K -788 -4%
SYBT
234
Stock Yards Bank & Trust
Kentucky
$2.43M -$54.9K -426 -2%
Citigroup
235
Citigroup
New York
$2.39M -$8.06M -62,518 -77%
GAB
236
German American Bancorp
Indiana
$2.37M +$704K +5,459 +42%
AI
237
Ariel Investments
Illinois
$2.37M +$1.05M +8,124 +79%
AWS
238
Atria Wealth Solutions
New York
$2.35M +$1.15M +8,890 +95%
Mercer Global Advisors
239
Mercer Global Advisors
Colorado
$2.34M -$154K -1,192 -6%
LP
240
Lloyd Park
Illinois
$2.3M – – –
MWM
241
Maltin Wealth Management
New Jersey
$2.26M -$11.6K -90 -0.5%
AF
242
Advisornet Financial
Minnesota
$2.24M -$107K -831 -5%
GWM
243
Geneos Wealth Management
Colorado
$2.21M +$238K +1,850 +12%
CHC
244
City Holding Co
West Virginia
$2.2M -$62.9K -488 -3%
WPWM
245
Windward Private Wealth Management
Kansas
$2.19M -$31.5K -244 -1%
NSCM
246
New South Capital Management
Tennessee
$2.14M -$4.96M -38,470 -70%
ZB
247
Zions Bancorporation
Utah
$2.11M -$1.66M -12,896 -44%
AMG
248
Asset Management Group
Connecticut
$2.08M – – –
KPWS
249
Kestra Private Wealth Services
Texas
$2.08M +$300K +2,327 +17%
BC
250
Bartlett & Co
Ohio
$2.07M -$38K -295 -2%
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