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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 %
YWP
501
YorkBridge Wealth Partners
New York
$452K -$92.3K -715 -17%
GIA
502
Gladstone Institutional Advisory
Florida
$447K -$20.6K -160 -4%
GCM
503
Gator Capital Management
Florida
$436K – – –
AA
504
Alesco Advisors
New York
$435K – – –
PA
505
PFG Advisors
Arizona
$434K +$434K +3,365 New
TAM
506
Townsend Asset Management
North Carolina
$433K – – –
OLA
507
Oliver Luxxe Assets
New Jersey
$430K +$72.9K +566 +20%
BBP
508
Banco BTG Pactual
Brazil
$429K +$429K +3,326 New
RCAG
509
Rehmann Capital Advisory Group
Michigan
$429K -$369K -2,862 -46%
PIMG
510
Patriot Investment Management Group
Tennessee
$428K – – –
CB
511
Cadence Bank
Mississippi
$428K +$428K +3,318 New
HIP
512
HUB Investment Partners
Texas
$427K -$196K -1,521 -31%
BFM
513
Broadview Financial Management
Wisconsin
$422K -$903 -7 -0.2%
SWM
514
Spire Wealth Management
Virginia
$420K -$118K -914 -22%
EWM
515
Evermay Wealth Management
Virginia
$419K – – –
VI
516
Versor Investments
New York
$419K – – –
CFA
517
Cahill Financial Advisors
Minnesota
$418K -$102K -790 -20%
KTA
518
Keeley-Teton Advisors
Illinois
$415K -$45.2K -350 -10%
DT
519
Diversified Trust
Tennessee
$414K +$45.2K +351 +12%
ATPW
520
Ashton Thomas Private Wealth
Arizona
$410K -$215K -1,667 -34%
EBA
521
Eagle Bay Advisors
New York
$409K -$130K -1,008 -24%
MCA
522
Morris Capital Advisors
Pennsylvania
$407K – – –
SPWG
523
Sage Private Wealth Group
Illinois
$398K -$48.3K -374 -11%
FCA
524
FinTrust Capital Advisors
South Carolina
$396K -$4.69K -34 -1%
MWA
525
Monograph Wealth Advisors
California
$394K – – –
19 20
21
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