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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
+$191M
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
+$18.9M

Top Sellers

1
CWA
CM Wealth Advisors
Ohio
-$1.33B
2
ECG
Edge Capital Group
Georgia
-$88M
3
Morgan Stanley
Morgan Stanley
New York
-$80.9M
4
Bank of America
Bank of America
North Carolina
-$35.8M
5
Barclays
Barclays
United Kingdom
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
301
Disciplined Investments
Oklahoma
$1.36M -$3.74K -29 -0.3%
EW
302
Evoke Wealth
California
$1.34M +$129 +1 +0%
WP
303
WealthSource Partners
California
$1.34M +$1.03K +8 +0.1%
MWM
304
Meridian Wealth Management
Kentucky
$1.32M -$117K -908 -8%
BPA
305
Beacon Pointe Advisors
California
$1.31M -$142K -1,107 -10%
CCG
306
Cypress Capital Group
Florida
$1.3M +$22.9K +178 +2%
Bank of Nova Scotia
307
Bank of Nova Scotia
Ontario, Canada
$1.3M – – –
EH
308
Equitable Holdings
New York
$1.28M +$61K +473 +5%
ATC
309
Argent Trust Co
Tennessee
$1.28M -$2.06K -16 -0.2%
LI
310
LMCG Investments
Massachusetts
$1.27M -$29K -225 -2%
BAM
311
Bosun Asset Management
Illinois
$1.26M +$892K +6,922 +241%
VFA
312
Valeo Financial Advisors
Indiana
$1.26M +$39.7K +308 +3%
FBB
313
Fulton Breakefield Broenniman
Maryland
$1.24M -$54.6K -423 -4%
HNB
314
Huntington National Bank
Ohio
$1.23M -$1.25M – –
SW
315
SkyOak Wealth
Michigan
$1.23M +$21.3K +165 +2%
PFC
316
Phocas Financial Corp
California
$1.22M +$480K +3,725 +65%
ACA
317
Affinity Capital Advisors
California
$1.22M – – –
PFP
318
Pinnacle Financial Partners
Tennessee
$1.21M -$9.54K -74 -0.8%
Cohen & Steers
319
Cohen & Steers
New York
$1.21M +$166K +1,287 +16%
CCA
320
Cobblestone Capital Advisors
New York
$1.21M +$9.93K +77 +0.8%
FNBT
321
FineMark National Bank & Trust
Florida
$1.19M +$79.8K +619 +7%
CIC
322
Carnegie Investment Counsel
Ohio
$1.18M -$30.7K -238 -3%
TFF
323
The Family Firm
Maryland
$1.18M – – –
EAM
324
Eukles Asset Management
Ohio
$1.18M +$61.6K +478 +6%
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$1.17M -$44.7K -347 -4%
11 12
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