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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 %
NFC
676
Northeast Financial Consultants
Connecticut
$212K – – –
T
677
TCWP
Ohio
$211K +$21.3K +157 +11%
RW
678
REDW Wealth
New Mexico
$210K – – –
9WM
679
9258 Wealth Management
Ohio
$210K – – –
CF
680
Centaurus Financial
California
$209K -$11.4K -84 -5%
AC
681
Annandale Capital
Texas
$208K -$25K -184 -11%
MA
682
Mutual Advisors
Nebraska
$207K -$4.83M -35,499 -96%
AWA
683
Arete Wealth Advisors
Illinois
$206K +$7.23K +53 +4%
EWM
684
EPG Wealth Management
Georgia
$205K -$27.4K -201 -12%
LWA
685
LWS Wealth Advisors
New Jersey
$205K +$28K +205 +16%
PIM
686
Penobscot Investment Management
Massachusetts
$204K – – –
MAP
687
Managed Asset Portfolios
Michigan
$204K – – –
PCA
688
Personal Capital Advisors
California
$204K +$15.4K +113 +8%
CSPIA
689
Cary Street Partners Investment Advisory
Virginia
$203K -$9.38K -69 -4%
CWM
690
Circle Wealth Management
New Jersey
$203K – – –
PIFP
691
Partners in Financial Planning
Virginia
$203K +$203K +1,378 New
TH
692
TCTC Holdings
Texas
$201K – – –
RPSA
693
Richard P. Slaughter Associates
Texas
$200K -$23.1K -170 -10%
AssetMark Inc
694
AssetMark Inc
California
$194K -$2.04K -15 -1%
LWANC
695
Laurel Wealth Advisors (North Carolina)
North Carolina
$193K – – –
SAM
696
S.A. Mason
Michigan
$186K – – –
HPC
697
HM Payson & Co
Maine
$177K – – –
AFS
698
Annapolis Financial Services
Maryland
$176K +$30.9K +227 +21%
SWA
699
SOA Wealth Advisors
New York
$170K +$407 +3 +0.2%
TSWM
700
Tyler-Stone Wealth Management
Ohio
$167K – – –
26 27
28
29 30