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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 %
BAM
701
Baldrige Asset Management
Pennsylvania
$163K – – –
BCV
702
Banque Cantonale Vaudoise
Switzerland
$158K – – –
AIM
703
Anchor Investment Management
South Carolina
$150K – – –
Lazard Asset Management
704
Lazard Asset Management
New York
$149K – – –
CAL
705
Capital Advisors Ltd
Ohio
$144K – – –
GWM
706
Grand Wealth Management
Michigan
$144K – – –
WT
707
Washington Trust
Rhode Island
$141K – – –
S
708
SignatureFD
Georgia
$132K +$7.21K +53 +6%
CWM
709
Cranbrook Wealth Management
Michigan
$130K – – –
CT
710
Cambridge Trust
Massachusetts
$129K -$51K -375 -28%
AA
711
Addison Advisors
Vermont
$128K -$3.13K -23 -2%
NL
712
NVWM LLC
Pennsylvania
$128K +$89.5K +655 +232%
WPA
713
West Paces Advisors
Georgia
$127K +$38.7K +284 +44%
AWM
714
Avior Wealth Management
Nebraska
$120K – – –
EK
715
Evensky & Katz
Florida
$117K – – –
MPCG
716
Matrix Private Capital Group
New York
$117K – – –
WFA
717
WestHill Financial Advisors
California
$117K +$409 +3 +0.4%
VCM
718
Versant Capital Management
Arizona
$117K +$9.57K +70 +9%
JFGIW
719
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$114K -$800K -5,850 -88%
BSWA
720
Bromfield Sneider Wealth Advisors
Massachusetts
$110K – – –
BCM
721
Bourgeon Capital Management
Connecticut
$103K – – –
CMP
722
Coston McIsaac & Partners
Maine
$103K +$103K +755 New
RIM
723
Rockbridge Investment Management
New York
$99.8K -$1.09M -7,975 -92%
AWM
724
Atticus Wealth Management
Florida
$99K +$409 +3 +0.4%
SMA
725
Sage Mountain Advisors
Georgia
$97K – – –
27 28
29
30 31