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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.

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
1
Alaska Permanent Fund
Alaska
$331M
2
SV
2
Starboard Value
New York
$77.4M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54.6M
4
VI
4
Vestcor Inc
New Brunswick, Canada
$28.3M
5
FWI
5
Facet Wealth Inc
Maryland
$122M

Top Sellers

1
CWA
1
CM Wealth Advisors
Ohio
$5.12B
2
ECG
2
Edge Capital Group
Georgia
$549K
3
Morgan Stanley
3
Morgan Stanley
New York
$917M
4
Bank of America
4
Bank of America
North Carolina
$802M
5
Barclays
5
Barclays
United Kingdom
$11.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
51
Kayne Anderson Rudnick Investment Management
California
$27.4M 212,426 -144,024 -40%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$26.5M 201,362 -375 -0.2%
HSA
53
HBK Sorce Advisory
Pennsylvania
$26.5M 205,481 +1,048 +0.5%
MWM
54
Modera Wealth Management
New Jersey
$25.8M 199,824 +53,888 +37%
SGAM
55
Stephens Group Asset Management
Arkansas
$25.4M 197,222 +62 +0%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$25.1M 194,719 -12,773 -6%
Osaic Holdings
57
Osaic Holdings
Arizona
$25M 193,501 +13,576 +8%
SAM
58
Silvercrest Asset Management
New York
$24.1M 186,674 +102,322 +121%
CL
59
Choreo LLC
Illinois
$23.2M 180,059 +17,785 +11%
WTC
60
WhitTier Trust Company
Nevada
$21.8M 168,719 +29,193 +21%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$21.3M 165,099 +6,746 +4%
CAN
62
Cetera Advisor Networks
California
$21M 162,834 +13,859 +9%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$20.4M 158,212 -7,093 -4%
WPW
64
Waldron Private Wealth
Pennsylvania
$20.4M 158,058 +750 +0.5%
SG Americas Securities
65
SG Americas Securities
New York
$20.2M 156,672 +1,179 +0.8%
Mariner
66
Mariner
Kansas
$19.7M 152,961 +17,456 +13%
ACB
67
Aristotle Capital Boston
Massachusetts
$19M 147,581 -7,658 -5%
FAM
68
Flaharty Asset Management
Florida
$19M 147,509 +8,643 +6%
Capstone Investment Advisors
69
Capstone Investment Advisors
New York
$18.3M 142,215 +52,082 +58%
CC
70
Courier Capital
New York
$18.2M 141,156 +289 +0.2%
DPIM
71
Duff & Phelps Investment Management
Illinois
$18M 139,790 +200 +0.1%
ZF
72
Zhang Financial
Michigan
$17.4M 134,668 -1,518 -1%
WF
73
WoodTrust Financial
Wisconsin
$17M 131,895 +4,808 +4%
JIC
74
Johnson Investment Counsel
Ohio
$16.7M 129,725 -749 -0.6%
GW
75
GW & Wade
Massachusetts
$16.3M 126,648 +108 +0.1%
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