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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 %
TP
576
Tranquility Partners
Tennessee
$318K -$275K -2,016 -46%
CHP
577
Cable Hill Partners
Oregon
$318K +$318K +2,332 New
KP
578
Keel Point
Alabama
$316K +$316K +2,048 New
WAL
579
W Advisors LLC
Tennessee
$309K -$33K -243 -10%
SI
580
Saxon Interests
Texas
$309K -$2.18K -16 -0.7%
JWM
581
Jeppson Wealth Management
California
$308K +$308K +2,259 New
CM
582
Columbus Macro
Pennsylvania
$307K – – –
PB
583
Pinnacle Bancorp
Nebraska
$306K -$34K -250 -10%
DWP
584
Destiny Wealth Partners
Florida
$304K -$299K -2,200 -50%
CIR
585
Clear Investment Research
Georgia
$304K +$4.22K +31 +1%
VCA
586
Verdence Capital Advisors
Maryland
$302K +$20.6K +151 +7%
MWM
587
Madison Wealth Management
Ohio
$301K +$301K +2,211 New
BAM
588
Blueshift Asset Management
New Jersey
$301K +$301K +2,214 New
Luther King Capital Management (LKCM)
589
Luther King Capital Management (LKCM)
Texas
$300K -$342K – –
PPP
590
Private Portfolio Partners
New Jersey
$298K +$7.08K +52 +2%
PFP
591
Paragon Financial Partners
California
$298K +$544 +4 +0.2%
Carson Wealth (CWM LLC)
592
Carson Wealth (CWM LLC)
Nebraska
$295K -$143K -1,047 -33%
VFIC
593
Valley Forge Investment Consultants
Pennsylvania
$292K – – –
PAM
594
Palisade Asset Management
Minnesota
$291K – – –
NB
595
NBT Bank
New York
$291K – – –
HR
596
Howe & Rusling
New York
$290K -$3.4K -25 -1%
KWM
597
Kingsview Wealth Management
Oregon
$290K +$1.36K +10 +0.5%
OR
598
Olympiad Research
Connecticut
$289K -$267K -1,959 -48%
CWM
599
Connecticut Wealth Management
Connecticut
$289K +$6.68K +49 +2%
KWS
600
Keystone Wealth Services
California
$288K -$1.91K -14 -0.7%
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