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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 %
CWM
501
Castle Wealth Management
Florida
$478K +$478K +3,512 New
FMN
502
Financial Management Network
California
$473K -$8.97K -65 -2%
SPWG
503
Sage Private Wealth Group
Illinois
$471K -$37.3K -274 -7%
MMHP
504
Murphy Middleton Hinkle & Parker
Georgia
$466K +$409 +3 +0.1%
AA
505
Alesco Advisors
New York
$460K – – –
GCM
506
Gator Capital Management
Florida
$460K – – –
TAM
507
Townsend Asset Management
North Carolina
$457K +$1.91K +14 +0.4%
CBN
508
Cadence Bank NA
Texas
$454K – – –
PIMG
509
Patriot Investment Management Group
Tennessee
$452K – – –
Renaissance Technologies
510
Renaissance Technologies
New York
$449K +$449K +3,300 New
BFM
511
Broadview Financial Management
Wisconsin
$447K +$4.63K +34 +1%
MWA
512
Martel Wealth Advisors
Washington
$444K -$54.9K -403 -11%
EWM
513
Evermay Wealth Management
Virginia
$442K -$154K -1,132 -26%
VI
514
Versor Investments
New York
$442K – – –
STA
515
Summit Trail Advisors
New York
$440K – – –
FPS
516
Fieldpoint Private Securities
Connecticut
$439K -$681 -5 -0.2%
AA
517
Ancora Advisors
Ohio
$433K +$12.3K +90 +3%
MCA
518
Morris Capital Advisors
Pennsylvania
$429K – – –
Bessemer Group
519
Bessemer Group
New Jersey
$426K -$48.9M -358,908 -99%
CWM
520
ClientFirst Wealth Management
Arkansas
$425K +$191K +1,400 +81%
MWA
521
Monograph Wealth Advisors
California
$416K +$136 +1 +0%
FCA
522
FinTrust Capital Advisors
South Carolina
$416K +$29.9K +209 +8%
SG
523
StoneX Group
New York
$412K +$122K +895 +42%
JWA
524
JFS Wealth Advisors
Pennsylvania
$409K – – –
SW
525
SteelPeak Wealth
California
$409K – – –
19 20
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