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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 %
KWM
451
Keebeck Wealth Management
Illinois
$631K -$559K -4,104 -47%
IFWM
452
Institute for Wealth Management
Colorado
$621K -$613K -4,500 -50%
GL
453
Graypoint LLC
New York
$621K +$127K +934 +26%
LFS
454
Lutz Financial Services
Nebraska
$618K – – –
RIA
455
RPG Investment Advisory
California
$616K -$131K -960 -17%
GPA
456
Guidance Point Advisors
Massachusetts
$609K +$2.45K +18 +0.4%
Wealthfront Advisers
457
Wealthfront Advisers
California
$608K +$223K +1,638 +58%
RCM
458
RNC Capital Management
California
$607K +$953 +7 +0.2%
BAM
459
Belpointe Asset Management
Nevada
$606K -$8.44K -62 -1%
CAM
460
Cozad Asset Management
Illinois
$600K +$65.1K +478 +12%
PCMC
461
Paragon Capital Management (Colorado)
Colorado
$597K +$28.6K +210 +5%
FPCP
462
Fort Point Capital Partners
California
$591K -$120K -878 -17%
FFM
463
Forum Financial Management
Illinois
$589K +$681 +5 +0.1%
JWCA
464
J.W. Cole Advisors
Florida
$587K – – –
DWM
465
Dakota Wealth Management
Florida
$579K -$63.3K -465 -10%
CANC
466
Culbertson A N & Co
Virginia
$577K – – –
USCWA
467
U.S. Capital Wealth Advisors
Texas
$574K -$1.62M -11,944 -74%
YWP
468
YorkBridge Wealth Partners
New York
$574K – – –
EBA
469
Eagle Bay Advisors
New York
$569K +$569K +4,181 New
SWM
470
Spire Wealth Management
Virginia
$568K -$28.7K -211 -5%
TNA
471
True North Advisors
Texas
$565K -$17K -125 -3%
AG
472
Appleton Group
Wisconsin
$565K +$4.49K +33 +0.8%
PWM
473
Perigon Wealth Management
California
$562K +$92.4K +679 +20%
AFC
474
AFT Forsyth & Company
Florida
$560K – – –
BWM
475
Baystate Wealth Management
Massachusetts
$554K +$241K +1,772 +77%
17 18
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