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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 %
MWM
301
Meridian Wealth Management
Kentucky
$1.51M +$736K +5,401 +94%
BAM
302
Berkshire Asset Management
Pennsylvania
$1.51M +$1.51M +11,090 New
SPC
303
Sigma Planning Corp
Michigan
$1.49M -$10.6K -78 -0.7%
SAM
304
Stone Asset Management
Texas
$1.48M +$5.99K +44 +0.4%
Natixis Advisors
305
Natixis Advisors
Massachusetts
$1.46M +$1.46M +10,743 New
BCI
306
Brinker Capital Investments
Pennsylvania
$1.46M -$407K -2,992 -22%
DI
307
Disciplined Investments
Oklahoma
$1.44M -$5.99K -44 -0.4%
FOA
308
Five Oceans Advisors
California
$1.43M -$817 -6 -0.1%
FWP
309
Falcon Wealth Planning
California
$1.42M +$831K +6,105 +140%
EW
310
Evoke Wealth
California
$1.41M -$1.06M -7,820 -43%
NRI
311
NFP Retirement Inc
California
$1.41M -$22.1K -162 -2%
WP
312
WealthSource Partners
California
$1.41M +$21.2K +156 +2%
AI
313
Ariel Investments
Illinois
$1.4M -$14.7M -108,243 -91%
APWA
314
Atlas Private Wealth Advisors
New Jersey
$1.4M +$106K +780 +8%
AIA
315
Alera Investment Advisors
Illinois
$1.39M -$1.25M -9,204 -47%
SFM
316
Systematic Financial Management
New Jersey
$1.39M +$593K +4,352 +75%
VFA
317
Valeo Financial Advisors
Indiana
$1.38M -$2.69M -18,422 -66%
LI
318
LMCG Investments
Massachusetts
$1.38M -$8.03K -59 -0.6%
FBB
319
Fulton Breakefield Broenniman
Maryland
$1.37M -$22.5K -165 -2%
Bank of Nova Scotia
320
Bank of Nova Scotia
Ontario, Canada
$1.37M – – –
5L
321
55I LLC
Massachusetts
$1.36M +$558K +4,096 +70%
ATC
322
Argent Trust Co
Tennessee
$1.35M +$14.2K +104 +1%
CCG
323
Cypress Capital Group
Florida
$1.35M +$135K +991 +11%
FWTB
324
First Western Trust Bank
Colorado
$1.32M -$145K -1,063 -10%
IA
325
IFP Advisors
Florida
$1.32M – – –
11 12
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