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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 %
CIBC World Market
426
CIBC World Market
Ontario, Canada
$663K +$24.4K +189 +4%
GVAG
427
Great Valley Advisor Group
Delaware
$657K -$32.4K -251 -5%
DB
428
Dravo Bay
Delaware
$654K +$9.93K +77 +2%
BI
429
Berkeley Inc
Idaho
$646K -$12K -93 -2%
BAM
430
Belpointe Asset Management
Nevada
$645K +$72K +559 +13%
PWMAG
431
Pinnacle Wealth Management Advisory Group
New Jersey
$644K – – –
STA
432
Summit Trail Advisors
New York
$643K +$226K +1,756 +54%
AWM
433
Aprio Wealth Management
Georgia
$637K +$123K +956 +24%
CWM
434
CCG Wealth Management
California
$636K +$160K +1,242 +34%
Thrivent Financial for Lutherans
435
Thrivent Financial for Lutherans
Minnesota
$635K -$19K -147 -3%
FAIM
436
Financial Advocates Investment Management
Washington
$635K +$1.8K +14 +0.3%
HCC
437
Hirtle Callaghan & Co
Pennsylvania
$629K – – –
FCM
438
Firestone Capital Management
Florida
$627K – – –
GCM
439
Gables Capital Management
Florida
$625K – – –
LIA
440
LS Investment Advisors
Michigan
$618K – – –
CPA
441
Cardiff Park Advisors
California
$611K – – –
WIA
442
World Investment Advisors
California
$610K -$35.2K -273 -5%
RCM
443
RNC Capital Management
California
$608K +$33.2K +258 +6%
PCMC
444
Paragon Capital Management (Colorado)
Colorado
$608K +$43.1K +334 +8%
C
445
Certuity
Florida
$602K -$83.2K -645 -12%
FBFS
446
First Business Financial Services
Wisconsin
$601K – – –
JAG
447
Journey Advisory Group
Kentucky
$599K -$48.9K -379 -8%
RA
448
Rodgers & Associates
Pennsylvania
$593K -$18.2K -141 -3%
LFS
449
Lutz Financial Services
Nebraska
$586K – – –
OMC
450
Old Mission Capital
Illinois
$581K -$255K -1,975 -30%
16 17
18
19 20