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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 %
BCWM
251
Bartlett & Co Wealth Management
Ohio
$2.07M -$38K -295 -2%
ACA
252
Anchor Capital Advisors
Massachusetts
$2.07M +$1.01M +7,856 +96%
CWA
253
Cornerstone Wealth Advisors
Minnesota
$2.03M +$29.6K +230 +1%
EVM
254
Eaton Vance Management
Massachusetts
$1.99M +$32K +248 +2%
WA
255
Wealth Architects
California
$1.99M – – –
LTL
256
Lowery Thomas LLC
California
$1.97M -$127K -988 -6%
TW
257
Towerpoint Wealth
California
$1.96M -$166K -1,288 -8%
5L
258
55I LLC
Massachusetts
$1.95M +$665K +5,154 +52%
LBC
259
Lowe Brockenbrough & Co
Virginia
$1.95M -$458K -3,556 -19%
SPIA
260
Steward Partners Investment Advisory
New York
$1.94M -$29.4K -228 -1%
GRP
261
Global Retirement Partners
California
$1.89M +$35.2K +242 +2%
GC
262
Grimes & Company
Massachusetts
$1.86M +$75.9K +589 +4%
AIM
263
Alhambra Investment Management
Florida
$1.82M +$79K +613 +5%
VW
264
Vance Wealth
California
$1.79M +$223K +1,726 +14%
SWM
265
Shakespeare Wealth Management
Wisconsin
$1.77M +$82.1K +637 +5%
SWM
266
Shelton Wealth Management
Texas
$1.75M +$2.97K +23 +0.2%
LB
267
Legacy Bridge
Iowa
$1.71M -$12.9K -100 -0.7%
BIA
268
BHK Investment Advisors
Alabama
$1.71M -$51.1K -396 -3%
AFA
269
American Financial Advisors
Georgia
$1.68M -$42.3K -328 -2%
FWP
270
FAS Wealth Partners
Kansas
$1.68M -$2.67M -20,735 -61%
BMCM
271
Bryn Mawr Capital Management
Pennsylvania
$1.67M -$24.9K -193 -1%
RC
272
Roundview Capital
New Jersey
$1.67M +$8.12K +63 +0.5%
SC
273
Savant Capital
Illinois
$1.67M -$26.4K -205 -2%
GC
274
Guggenheim Capital
Illinois
$1.65M – – –
FPIS
275
Financial Planning & Information Services
Wisconsin
$1.64M +$1.55K +12 +0.1%
9 10
11
12 13