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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 %
TCOV
651
Trust Company of Vermont
Vermont
$229K – – –
AI
652
Atom Investors
Texas
$227K -$128K -943 -36%
CA
653
Cornerstone Advisory
Maryland
$227K -$544 -4 -0.2%
FFA
654
First Foundation Advisors
California
$227K +$545 +4 +0.2%
CCG
655
Chatham Capital Group
Georgia
$226K +$55.8K +410 +33%
CCG
656
Coastwise Capital Group
California
$226K +$226K +1,661 New
LFAS
657
Level Four Advisory Services
Texas
$225K -$144K -1,060 -39%
MFGP
658
Marshall Financial Group (Pennsylvania)
Pennsylvania
$224K – – –
BA
659
Bluesphere Advisors
Pennsylvania
$224K – – –
DIS
660
Diversified Investment Strategies
Louisiana
$223K – – –
CTA
661
Chesley Taft & Associates
Illinois
$222K – – –
IBOK
662
Independence Bank of Kentucky
Kentucky
$221K – – –
SHGA
663
Sand Hill Global Advisors
California
$220K -$136 -1 -0.1%
PA
664
Parkside Advisors
California
$219K -$12.9K -95 -6%
DLHL
665
Donald L. Hagan LLC
Florida
$218K – – –
BRWA
666
B. Riley Wealth Advisors
Florida
$218K +$9.57K +70 +5%
SWP
667
Summit Wealth Partners
Florida
$218K -$58.7K -431 -21%
S
668
Surevest
California
$216K +$24.6K +181 +13%
CFS
669
Cannon Financial Strategists
Georgia
$216K – – –
SIC
670
Sigma Investment Counselors
Michigan
$215K – – –
HGERS
671
Householder Group Estate & Retirement Specialist
Arizona
$214K -$20.6K -151 -9%
PIA
672
Pinion Investment Advisors
Kansas
$214K -$7.47K -55 -3%
ARC
673
Advisor Resource Council
Texas
$214K +$214K +1,572 New
ASN
674
Advisory Services Network
Georgia
$212K -$1.17M -8,596 -85%
WMA
675
West Michigan Advisors
Michigan
$212K -$73.2K -537 -26%
25 26
27
28 29