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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 %
OIA
626
OneDigital Investment Advisors
Kansas
$241K -$64.7K -501 -21%
PCM
627
Pointe Capital Management
Michigan
$240K +$240K +1,859 New
HF
628
HRT Financial
New York
$239K -$1.33M -10,358 -85%
EDRH
629
Edmond de Rothschild Holding
Switzerland
$238K -$1.22M -9,435 -84%
MFT
630
Moisand Fitzgerald Tamayo
Florida
$238K – – –
NF
631
Norwood Financial
Pennsylvania
$238K – – –
WI
632
Wedgewood Investors
Pennsylvania
$238K – – –
LFG
633
Larson Financial Group
Missouri
$236K -$15.8K -123 -6%
DG
634
DMC Group
Alabama
$235K +$4.36K +33 +2%
MBT
635
Montecito Bank & Trust
California
$234K +$2.58K +20 +1%
SC
636
Scotia Capital
Ontario, Canada
$233K – – –
PAM
637
Peak Asset Management
Colorado
$233K – – –
TBWA
638
Three Bridge Wealth Advisors
California
$233K +$3.87K +30 +2%
TP
639
Tranquility Partners
Tennessee
$232K -$69.2K -536 -23%
ACM
640
Advance Capital Management
Michigan
$230K – – –
SC
641
Steph & Co
Wisconsin
$227K -$26.8K -208 -11%
SG
642
StoneX Group
New York
$226K -$164K -1,270 -42%
EIP
643
Ellis Investment Partners
Pennsylvania
$226K +$1.42K +11 +0.6%
GKIM
644
GW&K Investment Management
Massachusetts
$226K +$205K +1,594 +996%
CIM
645
Confluence Investment Management
Missouri
$223K -$148K -1,145 -40%
BBNA
646
Bremer Bank National Association
Minnesota
$223K – – –
FFG
647
Frisch Financial Group
New York
$222K -$10.6K -82 -5%
TF
648
Tompkins Financial
New York
$220K – – –
CIA
649
Capital Investment Advisors
Georgia
$219K -$8.91K -69 -4%
TCOV
650
Trust Company of Vermont
Vermont
$217K -$129 -1 -0.1%
24 25
26
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