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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
+$77.4M
2
ECG
Edge Capital Group
Georgia
+$33.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$30.5M
4
AAP
Arax Advisory Partners
Colorado
+$27.7M
5
Jane Street
Jane Street
New York
+$26.3M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$320M
2
APF
Alaska Permanent Fund
Alaska
-$306M
3
TF
TIAA FSB
Florida
-$143M
4
JHU
Johns Hopkins University
Maryland
-$100M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$67.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLT
251
St Louis Trust
Missouri
$2.14M – – –
RhumbLine Advisers
252
RhumbLine Advisers
Massachusetts
$2.12M +$1.15M +8,432 +118%
CWA
253
Cornerstone Wealth Advisors
Minnesota
$2.12M -$52.6K -386 -2%
GWM
254
Geneos Wealth Management
Colorado
$2.11M -$1.85M -13,407 -47%
WA
255
Wealth Architects
California
$2.1M – – –
SPIA
256
Steward Partners Investment Advisory
New York
$2.08M +$110K +811 +6%
EVM
257
Eaton Vance Management
Massachusetts
$2.07M -$25.2K -185 -1%
NWA
258
New World Advisors
Massachusetts
$2.06M +$2.06M +15,064 New
Susquehanna International Group
259
Susquehanna International Group
Pennsylvania
$1.89M -$3.16M -23,226 -63%
MPPLM
260
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.89M +$155K +1,142 +9%
GC
261
Grimes & Company
Massachusetts
$1.89M -$34.4K -253 -2%
KPWS
262
Kestra Private Wealth Services
Texas
$1.88M -$115K -844 -6%
BBPWM
263
Blue Bell Private Wealth Management
Pennsylvania
$1.87M +$236K +1,735 +14%
BIA
264
BHK Investment Advisors
Alabama
$1.86M +$259K +1,902 +16%
SWM
265
Shelton Wealth Management
Texas
$1.84M +$404K +2,970 +28%
AIM
266
Alhambra Investment Management
Florida
$1.83M +$137K +1,006 +8%
AFA
267
American Financial Advisors
Georgia
$1.82M -$12.7K -93 -0.7%
LB
268
Legacy Bridge
Iowa
$1.82M +$5.45K +40 +0.3%
SWM
269
Shakespeare Wealth Management
Wisconsin
$1.8M -$2.74K -20 -0.2%
BMCM
270
Bryn Mawr Capital Management
Pennsylvania
$1.79M -$487K -3,579 -21%
SC
271
Savant Capital
Illinois
$1.79M +$15K +110 +0.8%
PA
272
Parallel Advisors
California
$1.78M -$22.2K -163 -1%
GAB
273
German American Bancorp
Indiana
$1.76M +$1.76M +12,940 New
RC
274
Roundview Capital
New Jersey
$1.75M – – –
GC
275
Guggenheim Capital
Illinois
$1.74M -$34.3K -252 -2%
9 10
11
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