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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 %
AWM
476
AE Wealth Management
Kansas
$526K -$152K -1,176 -22%
HWA
477
Heritage Wealth Advisors
Virginia
$523K -$74.7K -579 -12%
MMHP
478
Murphy Middleton Hinkle & Parker
Georgia
$522K +$80.5K +624 +18%
ANB
479
Amarillo National Bank
Texas
$506K – – –
EAM
480
Evanson Asset Management
California
$499K – – –
AT
481
American Trust
Kentucky
$496K +$266K +2,066 +116%
PHAM
482
Palisades Hudson Asset Management
Florida
$495K – – –
DPI
483
Diversified Portfolios Inc
Michigan
$492K – – –
DCM
484
Dupont Capital Management
Delaware
$490K -$3.03M -23,523 -86%
AP
485
Appleton Partners
Massachusetts
$490K +$7.61K +59 +2%
AWA
486
Aletheian Wealth Advisors
Washington
$487K +$3.22K +25 +0.7%
WF
487
Welch & Forbes
Massachusetts
$481K – – –
WA
488
Wealthstream Advisors
New York
$479K +$7.35K +57 +2%
CAAM
489
Cornerstone Advisors Asset Management
Pennsylvania
$477K – – –
CT
490
Colonial Trust
South Carolina
$474K +$474K +3,649 New
CAL
491
Capital Analysts LLC
Pennsylvania
$472K -$13K -101 -3%
FMN
492
Financial Management Network
California
$471K – – –
AI
493
Accredited Investors
Minnesota
$469K -$1.02M -7,912 -68%
GL
494
Graypoint LLC
New York
$468K -$121K -934 -20%
FFN
495
Focus Financial Network
Minnesota
$468K -$773 -6 -0.2%
IFPG
496
Intrepid Financial Planning Group
Indiana
$460K -$6.83K -53 -1%
IFWM
497
Institute for Wealth Management
Colorado
$459K -$129K -1,000 -22%
CFGS
498
Concourse Financial Group Securities
Alabama
$454K -$902 -7 -0.2%
CWM
499
Castle Wealth Management
Florida
$453K – – –
NW
500
NewEdge Wealth
Pennsylvania
$453K +$218K +1,688 +93%
18 19
20
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