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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 %
BIC
601
Beach Investment Counsel
Pennsylvania
$268K – – –
MCM
602
Manchester Capital Management
Vermont
$268K – – –
BF
603
Blankinship & Foster
California
$267K – – –
PA
604
Procyon Advisors
Connecticut
$265K – – –
AIM
605
Allen Investment Management
New York
$263K – – –
1IA
606
1834 Investment Advisors
Wisconsin
$260K – – –
FG
607
Foster Group
Iowa
$260K +$15.2K +118 +6%
ICG
608
InterOcean Capital Group
Tennessee
$257K -$5.79K -45 -2%
CT
609
Cambridge Trust
Massachusetts
$256K +$134K +1,040 +110%
OAM
610
Oppenheimer Asset Management
New York
$255K +$255K +1,979 New
E
611
ETFidea
New York
$255K – – –
CCG
612
Coastwise Capital Group
California
$253K +$38.7K +300 +18%
PPP
613
Private Portfolio Partners
New Jersey
$251K -$31.2K -242 -11%
DWP
614
Destiny Wealth Partners
Florida
$251K -$37K -287 -13%
PFP
615
Paragon Financial Partners
California
$251K -$31.9K -247 -11%
BJL
616
Brighton Jones LLC
Washington
$251K +$20.3K +158 +9%
BBHC
617
Brown Brothers Harriman & Co
New York
$251K +$220K +1,705 +699%
GA
618
Greenspring Advisors
Maryland
$249K – – –
TI
619
Truepoint Inc
Ohio
$248K – – –
FCBT
620
First Citizens Bank & Trust
North Carolina
$248K +$248K +1,921 New
CG
621
Cutler Group
California
$247K +$247K +1,922 New
MFS
622
McNamara Financial Services
Massachusetts
$246K -$4.12K -32 -2%
SCA
623
Snowden Capital Advisors
New York
$244K +$244K +1,896 New
WWM
624
Western Wealth Management
Colorado
$242K +$11K +86 +5%
DWM
625
Dakota Wealth Management
Florida
$241K -$307K -2,384 -56%
23 24
25
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