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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 %
First Trust Advisors
376
First Trust Advisors
Illinois
$967K +$58K +426 +6%
CL
377
CPWM LLC
Washington
$962K -$272K -2,001 -22%
TPCW
378
TD Private Client Wealth
New York
$959K -$73.8K -542 -7%
WAS
379
Wealth Advisory Solutions
Indiana
$953K – – –
OC
380
Oppenheimer & Co
New York
$937K -$230K -1,688 -20%
SFA
381
Sequoia Financial Advisors
Ohio
$928K -$206K -1,510 -18%
WDL
382
Well Done LLC
Michigan
$926K +$136 +1 +0%
PA
383
Pinnacle Associates
New York
$919K -$557K -4,094 -38%
CAC
384
Certified Advisory Corp
Florida
$917K +$24.5K +180 +3%
SCM
385
Stordahl Capital Management
Colorado
$907K -$10.6K -78 -1%
FPAS
386
Focus Partners Advisor Solutions
Missouri
$907K +$254K +1,864 +39%
MFG
387
Magnus Financial Group
New York
$903K +$18K +132 +2%
PWP
388
Perfromance Wealth Partners
Illinois
$900K -$68.1K -500 -7%
PP
389
PDS Planning
Ohio
$896K +$1.5K +11 +0.2%
HCMT
390
Highland Capital Management (Tennessee)
Tennessee
$888K – – –
OMC
391
Old Mission Capital
Illinois
$882K -$3.47M -25,493 -80%
SBL
392
Sargent Bickham Lagudis
Colorado
$868K – – –
Lido Advisors
393
Lido Advisors
California
$866K -$98.8K -726 -10%
LW
394
Linscomb Wealth
Texas
$858K -$84.4K -620 -9%
WP
395
WealthShield Partners
North Carolina
$849K +$349K +2,565 +70%
CGA
396
Crescent Grove Advisors
Illinois
$848K +$2.99K +22 +0.4%
WSTAM
397
Wilbanks Smith & Thomas Asset Management
Virginia
$845K +$50.8K +373 +6%
RCAG
398
Rehmann Capital Advisory Group
Michigan
$842K +$113K +833 +16%
NSIM
399
North Star Investment Management
Illinois
$841K +$70.4K +517 +9%
PFO
400
Pathstone Family Office
New Jersey
$840K +$840K +6,167 New
14 15
16
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