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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 %
KMWM
526
Keudell/Morrison Wealth Management
Oregon
$408K – – –
FB
527
First Bancorp
Maine
$408K +$408K +3,000 New
AIFAIM
528
American Institute for Advanced Investment Management
Arizona
$406K +$406K +2,980 New
IAG
529
Investment Advisory Group
Massachusetts
$403K -$73.8K -545 -15%
SCA
530
St. Clair Advisors
Ohio
$400K – – –
SMC
531
Smith, Moore & Co
Missouri
$400K -$1.76M -12,936 -81%
GAG
532
GM Advisory Group
New York
$399K – – –
DTC
533
Davidson Trust Company
Washington
$399K +$10.1K +74 +3%
KFA
534
Kelleher Financial Advisors
New York
$397K -$4.49K -33 -1%
PWM
535
Paulson Wealth Management
Illinois
$397K – – –
LC
536
Lindbrook Capital
California
$397K – – –
TWP
537
Total Wealth Planning
Ohio
$396K +$7.22K +53 +2%
BAM
538
Bosun Asset Management
Illinois
$391K +$84.5K +620 +28%
CIM
539
Confluence Investment Management
Missouri
$391K +$391K +2,873 New
SPF
540
Steven Patrick Farmer
$391K +$391K +2,873 New
DT
541
Diversified Trust
Tennessee
$390K – – –
CPIG
542
Chicago Partners Investment Group
Illinois
$385K +$38.8K +260 +11%
HWIS
543
Hancock Whitney Investment Services
Louisiana
$384K -$11.6K -85 -3%
WTA
544
Washington Trust Advisors
Massachusetts
$384K -$954 -7 -0.2%
PPW
545
Pinnacle Private Wealth
Massachusetts
$382K -$2.59K -19 -0.7%
HCM
546
Hollencrest Capital Management
California
$382K – – –
BAAM
547
Baker Avenue Asset Management
California
$381K +$24.5K +180 +7%
APW
548
Austin Private Wealth
Texas
$379K – – –
PP
549
Patten & Patten
Tennessee
$378K -$40.8K -300 -10%
OLA
550
Oliver Luxxe Assets
New Jersey
$377K -$10.2K -75 -3%
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