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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 %
AFS
676
Annapolis Financial Services
Maryland
$167K – – –
HPC
677
HM Payson & Co
Maine
$167K – – –
CTC
678
Central Trust Company
Missouri
$165K +$123K +950 +290%
SWA
679
SOA Wealth Advisors
New York
$161K – – –
BAM
680
Baldrige Asset Management
Pennsylvania
$154K – – –
WFA
681
Wipfli Financial Advisors
Wisconsin
$148K +$148K +1,151 New
GWM
682
Grand Wealth Management
Michigan
$144K +$8.11K +63 +6%
AIM
683
Anchor Investment Management
South Carolina
$142K – – –
Lazard Asset Management
684
Lazard Asset Management
New York
$141K – – –
CAL
685
Capital Advisors Ltd
Ohio
$137K – – –
WT
686
Washington Trust
Rhode Island
$133K – – –
MFA
687
McClarren Financial Advisors
Pennsylvania
$132K +$132K +1,024 New
CSB
688
City State Bank
Iowa
$131K +$60.3K +469 +85%
AA
689
Addison Advisors
Vermont
$127K +$5.8K +45 +5%
CWM
690
Cranbrook Wealth Management
Michigan
$123K – – –
AWM
691
Avior Wealth Management
Nebraska
$123K +$8.77K +68 +8%
WPA
692
West Paces Advisors
Georgia
$120K – – –
NL
693
NVWM LLC
Pennsylvania
$120K -$1.03K -8 -0.9%
S
694
SignatureFD
Georgia
$117K -$7.84K -61 -6%
MPCG
695
Matrix Private Capital Group
New York
$111K – – –
EK
696
Evensky & Katz
Florida
$111K – – –
WFA
697
WestHill Financial Advisors
California
$111K – – –
VCM
698
Versant Capital Management
Arizona
$110K – – –
TIM
699
Tortoise Investment Management
New York
$110K +$39.4K +307 +56%
BCV
700
Banque Cantonale Vaudoise
Switzerland
$107K -$42.2K -328 -28%
26 27
28
29 30