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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 %
MMA
576
Miracle Mile Advisors
California
$307K +$4.77K +37 +2%
CIR
577
Clear Investment Research
Georgia
$307K +$19.3K +150 +7%
NEWAS
578
N.E.W. Advisory Services
Wisconsin
$306K – – –
CWA
579
CJM Wealth Advisers
Virginia
$304K +$645 +5 +0.2%
CHP
580
Cable Hill Partners
Oregon
$301K – – –
DW
581
Domani Wealth
Pennsylvania
$295K +$39.3K +305 +15%
VNB
582
Virginia National Bank
Virginia
$293K -$1.19M -9,206 -80%
CM
583
Columbus Macro
Pennsylvania
$291K – – –
PB
584
Pinnacle Bancorp
Nebraska
$290K – – –
BAAM
585
Baker Avenue Asset Management
California
$287K -$73.1K -568 -20%
VCA
586
Verdence Capital Advisors
Maryland
$287K +$1.03K +8 +0.4%
Luther King Capital Management (LKCM)
587
Luther King Capital Management (LKCM)
Texas
$284K -$300K – –
JWM
588
Jeppson Wealth Management
California
$283K -$8.25K -64 -3%
ADL
589
Asset Dedication LLC
California
$283K +$283K +2,190 New
CHJWM
590
Carlton Hofferkamp & Jenks Wealth Management
Texas
$279K +$36.5K +267 +15%
WAL
591
W Advisors LLC
Tennessee
$276K -$17K -132 -6%
NB
592
NBT Bank
New York
$276K – – –
VFIC
593
Valley Forge Investment Consultants
Pennsylvania
$276K – – –
PAM
594
Palisade Asset Management
Minnesota
$276K – – –
HR
595
Howe & Rusling
New York
$275K – – –
KWM
596
Kingsview Wealth Management
Oregon
$273K -$1.55K -12 -0.6%
CWM
597
Connecticut Wealth Management
Connecticut
$273K -$646 -5 -0.2%
KWS
598
Keystone Wealth Services
California
$272K -$773 -6 -0.3%
Fisher Asset Management
599
Fisher Asset Management
Washington
$272K +$2.32K +18 +0.9%
GF
600
Gries Financial
Ohio
$270K – – –
22 23
24
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