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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 %
CM
351
Castleark Management
Illinois
$1.13M – – –
CW
352
CreativeOne Wealth
Kansas
$1.13M +$24.5K +180 +2%
ACA
353
Anchor Capital Advisors
Massachusetts
$1.11M +$132K +973 +14%
WB
354
West Bancorporation
Iowa
$1.11M +$963K +7,075 +656%
HTC
355
Haverford Trust Company
Pennsylvania
$1.11M +$79.7K +585 +8%
Cohen & Steers
356
Cohen & Steers
New York
$1.11M – – –
PMFA
357
Plante Moran Financial Advisors
Michigan
$1.08M – – –
VC
358
Veery Capital
Delaware
$1.08M +$82.5K +606 +8%
WA
359
Wealth Alliance
New York
$1.08M +$871K +6,398 +416%
EGA
360
E&G Advisors
Texas
$1.07M -$15.1K -111 -1%
IWA
361
Intercontinental Wealth Advisors
Texas
$1.07M +$50.9K +374 +5%
MCM
362
MV Capital Management
Maryland
$1.07M -$20K -147 -2%
ACM
363
Alamar Capital Management
California
$1.07M -$236K -1,730 -18%
SIA
364
Stegner Investment Associates
Kentucky
$1.07M -$25.3K -186 -2%
CWM
365
Cornerstone Wealth Management
Missouri
$1.07M +$5.99K +44 +0.6%
CA
366
Clearstead Advisors
Ohio
$1.06M -$32.3K -237 -3%
RB
367
Renasant Bank
Mississippi
$1.04M +$597K +4,382 +134%
EWA
368
Exencial Wealth Advisors
Oklahoma
$1.04M -$5.58K -41 -0.5%
OWA
369
Opal Wealth Advisors
New York
$1.03M +$1.03M +7,587 New
CI Investments Inc
370
CI Investments Inc
Ontario, Canada
$1.03M +$34.3K +252 +3%
FGG
371
Financial Guidance Group
Florida
$1.01M -$90.1K -662 -8%
PLU
372
Performa Ltd (US)
South Carolina
$996K +$382K +2,805 +62%
SWP
373
Stratos Wealth Partners
Ohio
$984K -$21.9K -161 -2%
MFC
374
Morris Financial Concepts
South Carolina
$981K -$953 -7 -0.1%
PAI
375
Pittenger & Anderson Inc
Nebraska
$970K – – –
13 14
15
16 17