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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 %
CFG
551
Citizens Financial Group
Rhode Island
$376K +$408 +3 +0.1%
MWP
552
MYCIO Wealth Partners
Pennsylvania
$370K +$1.09K +8 +0.3%
SFG
553
Sage Financial Group
Pennsylvania
$369K +$369K +2,713 New
FCH
554
Freestone Capital Holdings
Washington
$365K -$545 -4 -0.1%
EPA
555
Element Pointe Advisors
Florida
$362K – – –
MAM
556
Marotta Asset Management
Virginia
$362K – – –
CAG
557
Curtis Advisory Group
California
$360K +$360K +2,642 New
CWM
558
Cahaba Wealth Management
Georgia
$352K -$8.28K -61 -2%
IWP
559
Icon Wealth Partners
Texas
$351K -$9.4K -69 -3%
PRWA
560
Platte River Wealth Advisors
Colorado
$351K – – –
CS
561
Cannell & Spears
New York
$349K – – –
HF
562
Halpern Financial
Virginia
$349K – – –
KFI
563
Key Financial Inc
Pennsylvania
$344K – – –
DY
564
Dowling & Yahnke
California
$342K +$5.45K +40 +2%
BCM
565
BTC Capital Management
Iowa
$340K – – –
DJSG
566
D.J. St. Germain
Massachusetts
$336K – – –
MP
567
McDonald Partners
Ohio
$330K +$6.81K +50 +2%
CS
568
Capital Square
Tennessee
$327K +$12.2K +90 +4%
FWM
569
FSA Wealth Management
Massachusetts
$326K -$5.09M -37,350 -94%
WAS
570
WESPAC Advisors SoCal
California
$325K -$139K -1,020 -30%
NEWAS
571
N.E.W. Advisory Services
Wisconsin
$323K -$412K -3,021 -56%
OIA
572
OneDigital Investment Advisors
Kansas
$322K -$28K -206 -8%
CWA
573
CJM Wealth Advisers
Virginia
$320K +$272 +2 +0.1%
MMA
574
Miracle Mile Advisors
California
$319K +$2.45K +18 +0.8%
FF
575
FourThought Financial
Florida
$319K +$4.63K +34 +1%
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