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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 %
CFA
476
Cahill Financial Advisors
Minnesota
$548K +$14K +103 +3%
PFM
477
Parsec Financial Management
North Carolina
$545K – – –
AWA
478
Arkadios Wealth Advisors
Georgia
$545K +$108K +789 +25%
AWM
479
Aprio Wealth Management
Georgia
$543K -$10.2K -75 -2%
ANB
480
Amarillo National Bank
Texas
$534K – – –
SS
481
Simplicity Solutions
Minnesota
$531K +$531K +3,898 New
EAM
482
Evanson Asset Management
California
$527K +$39.5K +290 +8%
SF
483
Summit Financial
New Jersey
$524K -$12.5K -92 -2%
PHAM
484
Palisades Hudson Asset Management
Florida
$523K +$1.23K +9 +0.2%
DPI
485
Diversified Portfolios Inc
Michigan
$520K +$14.9K +109 +3%
CAL
486
Capital Analysts LLC
Pennsylvania
$512K +$21.8K +160 +4%
AWA
487
Aletheian Wealth Advisors
Washington
$511K -$80.2K -589 -14%
D
488
Dentgroup
Louisiana
$510K +$188K +1,381 +58%
AP
489
Appleton Partners
Massachusetts
$509K – – –
WF
490
Welch & Forbes
Massachusetts
$508K – – –
FFG
491
Fullen Financial Group
Ohio
$507K +$2.04K +15 +0.4%
CAAM
492
Cornerstone Advisors Asset Management
Pennsylvania
$504K -$272 -2 -0.1%
CWM
493
CCG Wealth Management
California
$503K -$25.5K -187 -5%
WA
494
Wealthstream Advisors
New York
$498K +$5.58K +41 +1%
SWA
495
Strategies Wealth Advisors
Michigan
$498K +$2.04K +15 +0.4%
FFN
496
Focus Financial Network
Minnesota
$495K +$1.91K +14 +0.4%
GIA
497
Gladstone Institutional Advisory
Florida
$494K +$6.13K +45 +1%
IFPG
498
Intrepid Financial Planning Group
Indiana
$493K +$493K +3,622 New
KTA
499
Keeley-Teton Advisors
Illinois
$485K +$47.6K +350 +11%
CFGS
500
Concourse Financial Group Securities
Alabama
$481K +$167K +1,228 +53%
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