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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.

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
1
Alaska Permanent Fund
Alaska
$331M
2
SV
2
Starboard Value
New York
$77.4M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54.6M
4
VI
4
Vestcor Inc
New Brunswick, Canada
$28.3M
5
FWI
5
Facet Wealth Inc
Maryland
$122M

Top Sellers

1
CWA
1
CM Wealth Advisors
Ohio
$5.12B
2
ECG
2
Edge Capital Group
Georgia
$549K
3
Morgan Stanley
3
Morgan Stanley
New York
$917M
4
Bank of America
4
Bank of America
North Carolina
$802M
5
Barclays
5
Barclays
United Kingdom
$11.9M
Name Market Value Shares Shares
Change 		Shares
Change %
APP
26
Avantax Planning Partners
Iowa
$67.7M 525,430 +9,431 +2%
CB
27
Commerce Bank
Missouri
$62.7M 486,612 -22,791 -4%
GHA
28
GW Henssler & Associates
Georgia
$60.6M 470,315 +26,736 +6%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54.6M 423,718 +423,718 New
SEI Investments
30
SEI Investments
Pennsylvania
$50.5M 391,298 -31,441 -7%
EWA
31
EP Wealth Advisors
California
$47.1M 365,157 +5,715 +2%
Victory Capital Management
32
Victory Capital Management
Texas
$46.5M 360,550 -139,020 -28%
SRA
33
Summit Rock Advisors
New York
$43.7M 338,862 -81,138 -19%
BPWM
34
Badgley Phelps Wealth Managers
Washington
$42.5M 329,644 -23,115 -7%
ANTB
35
AMG National Trust Bank
Colorado
$42M 325,597 +27,221 +9%
RJA
36
Raymond James & Associates
Florida
$42M 325,370 +1,305 +0.4%
Brown Advisory
37
Brown Advisory
Maryland
$41M 317,858 +75 +0%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$39.2M 303,954 -44,942 -13%
SW
39
SVB Wealth
Massachusetts
$37.8M 292,925 +12,851 +5%
Ameriprise
40
Ameriprise
Minnesota
$37.2M 288,439 +62,314 +28%
SI
41
Stephens Inc
Arkansas
$36.9M 286,058 -2,944 -1%
WT
42
Whittier Trust
California
$36.3M 281,295 +45,823 +19%
Truist Financial
43
Truist Financial
North Carolina
$32M 248,017 -3,817 -2%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$31.4M 243,308 -18,566 -7%
MCM
45
MAI Capital Management
Ohio
$30.6M 237,072 +14,353 +6%
CFM
46
Comprehensive Financial Management
California
$29.7M 230,481 – –
BlackRock
47
BlackRock
New York
$29.6M 229,927 -104,331 -31%
HighTower Advisors
48
HighTower Advisors
Illinois
$29.5M 229,136 -2,603 -1%
V
49
Veritable
Delaware
$29.2M 226,569 +31,920 +16%
VI
50
Vestcor Inc
New Brunswick, Canada
$28.3M 219,600 +219,600 New
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