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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 %
KA
276
Klingman & Associates
New York
$1.61M – – –
BBPWM
277
Blue Bell Private Wealth Management
Pennsylvania
$1.61M -$158K -1,224 -9%
FTS
278
Fifth Third Securities
Ohio
$1.6M -$39.5K -306 -2%
CCM
279
Carlson Capital Management
Minnesota
$1.6M +$92.1K +714 +6%
FP
280
Factorial Partners
New York
$1.6M – – –
Neuberger Berman Group
281
Neuberger Berman Group
New York
$1.59M -$12.1M -93,493 -88%
Cerity Partners
282
Cerity Partners
New York
$1.59M -$30K -233 -2%
PCIA
283
Prime Capital Investment Advisors
Kansas
$1.58M +$50.7K +393 +3%
WB
284
West Bancorporation
Iowa
$1.58M +$524K +4,062 +50%
WAP
285
Wealthcare Advisory Partners
Pennsylvania
$1.55M +$11.7K +91 +0.8%
BWA
286
Beam Wealth Advisors
Louisiana
$1.54M +$40.6K +315 +3%
AAS
287
Ameritas Advisory Services
Nebraska
$1.54M +$86.4K +670 +6%
FMII
288
Farmers & Merchants Investments Inc
Nebraska
$1.52M +$41.9K +325 +3%
EWM
289
Evercore Wealth Management
New York
$1.5M -$30.6K -237 -2%
AIA
290
Alera Investment Advisors
Illinois
$1.49M +$174K +1,349 +13%
LWCFA
291
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.48M -$22.6K -175 -1%
QCG
292
Quadrant Capital Group
Ohio
$1.47M – – –
SSB
293
Sandy Spring Bank
Maryland
$1.46M -$73.7K -571 -5%
APWA
294
Atlas Private Wealth Advisors
New Jersey
$1.42M +$93.1K +722 +7%
BGIM
295
Brandywine Global Investment Management
Pennsylvania
$1.41M -$5.8M -44,977 -80%
SPC
296
Sigma Planning Corp
Michigan
$1.4M -$7.61K -59 -0.5%
PFA
297
Pettinga Financial Advisors
Indiana
$1.39M -$176K -1,361 -11%
IA
298
IFP Advisors
Florida
$1.38M +$51.3K +487 +4%
PA
299
Parallel Advisors
California
$1.37M -$314K -2,438 -19%
ONB
300
Old National Bancorp
Indiana
$1.37M +$142K +1,105 +12%
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