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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 %
IAN
401
Integrated Advisors Network
Texas
$831K -$28.2K -207 -3%
JSL
402
JT Stratford LLC
Georgia
$829K -$4.36K -32 -0.5%
NL
403
NWAM LLC
Washington
$829K +$58K +426 +8%
NLG
404
New Legacy Group
New York
$817K – – –
TW
405
Transform Wealth
Colorado
$813K -$9.94K -73 -1%
ML
406
McAdam LLC
Pennsylvania
$813K +$521K +3,828 +179%
VCP
407
Verus Capital Partners
Arizona
$802K +$429K +3,148 +115%
LNC
408
Lincoln National Corp
Pennsylvania
$796K +$96.2K +707 +14%
OCG
409
Opus Capital Group
Ohio
$794K +$48.9K +359 +7%
F
410
F3Logic
Minnesota
$793K -$12.4M -91,260 -94%
SCM
411
SOL Capital Management
Maryland
$790K – – –
PFC
412
Phocas Financial Corp
California
$784K +$30.6K +225 +4%
HCM
413
Howland Capital Management
Massachusetts
$774K – – –
PAS
414
Park Avenue Securities
New York
$772K -$89.2K -655 -10%
GC
415
Garde Capital
Washington
$768K -$52.5K -386 -6%
CFAM
416
Coury Firm Asset Management
Pennsylvania
$763K -$136K -1,002 -15%
CFFP
417
Center for Financial Planning
Michigan
$762K -$626K -4,600 -45%
VCS
418
Vaughan & Co Securities
New Jersey
$757K -$160K -1,176 -17%
WIA
419
World Investment Advisors
California
$752K -$341K -2,267 -31%
JAG
420
Journey Advisory Group
Kentucky
$750K +$1.2K +8 +0.2%
SWA
421
Sax Wealth Advisors
New Jersey
$748K -$953 -7 -0.1%
GVAG
422
Great Valley Advisor Group
Delaware
$728K -$75.9K -557 -9%
CCFM
423
Clear Creek Financial Management
Washington
$727K -$29.3K -215 -4%
C
424
Certuity
Florida
$723K -$1.82M -13,354 -72%
TFO
425
Tarbox Family Office
California
$721K +$2.04K +15 +0.3%
15 16
17
18 19