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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 %
WP
401
WealthShield Partners
North Carolina
$763K -$41K -318 -5%
IAN
402
Integrated Advisors Network
Texas
$751K -$35.7K -277 -5%
FDCDDQ
403
Federation des caisses Desjardins du Quebec
Quebec, Canada
$749K +$78.4K +608 +12%
PAS
404
Park Avenue Securities
New York
$749K +$18.4K +143 +3%
SCM
405
SOL Capital Management
Maryland
$748K – – –
NL
406
NWAM LLC
Washington
$742K -$42K -326 -5%
Renaissance Technologies
407
Renaissance Technologies
New York
$735K +$309K +2,400 +73%
HCM
408
Howland Capital Management
Massachusetts
$733K – – –
TPCW
409
TD Private Client Wealth
New York
$728K -$180K -1,394 -20%
GC
410
Garde Capital
Washington
$727K -$516 -4 -0.1%
CFAM
411
Coury Firm Asset Management
Pennsylvania
$723K – – –
CFFP
412
Center for Financial Planning
Michigan
$721K – – –
VCS
413
Vaughan & Co Securities
New Jersey
$720K +$3.48K +27 +0.5%
TFO
414
Tarbox Family Office
California
$719K -$2.04K -15 -0.3%
TSS
415
Two Sigma Securities
New York
$716K +$64.7K +502 +10%
MFG
416
Magnus Financial Group
New York
$715K -$140K -1,085 -16%
WANY
417
Wealthspire Advisors (New York)
New York
$710K +$69.1K +536 +11%
OCG
418
Opus Capital Group
Ohio
$709K -$42.3K -328 -6%
SWA
419
Sax Wealth Advisors
New Jersey
$709K – – –
CAM
420
Cozad Asset Management
Illinois
$705K +$136K +1,057 +24%
SFM
421
Systematic Financial Management
New Jersey
$696K -$615K -4,770 -47%
UWPG
422
Ullmann Wealth Partners Group
Florida
$687K +$13.7K +106 +2%
CCFM
423
Clear Creek Financial Management
Washington
$680K -$8.77K -68 -1%
PFM
424
Phillips Financial Management
Indiana
$679K +$679K +5,264 New
CAM
425
Cubic Asset Management
Massachusetts
$665K – – –
15 16
17
18 19