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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 %
SC
726
SouthState Corp
Florida
$96K – – –
BFPW
727
BOK Financial Private Wealth
Colorado
$94K +$94K +690 New
RBC
728
Roble Belko & Company
Pennsylvania
$93K – – –
OC
729
Oakworth Capital
Alabama
$91K -$4.48K -33 -5%
AW
730
ACG Wealth
Georgia
$87K +$87K +640 New
SWM
731
Sugarloaf Wealth Management
Georgia
$86K -$6.92K -51 -7%
JEST
732
JTC Employer Solutions Trustee
Jersey
$83K – – –
TFGT
733
TS Financial Group (TSFG)
Illinois
$83K +$5.43K +40 +7%
CBT
734
CoreFirst Bank & Trust
Kansas
$82K – – –
BW
735
Bison Wealth
Georgia
$81K -$15.5K -114 -16%
TCWM
736
Total Clarity Wealth Management
Illinois
$81K +$81K +595 New
NIG
737
NFJ Investment Group
Texas
$80K +$80K +589 New
TIM
738
Tortoise Investment Management
New York
$75K – – –
CSB
739
City State Bank
Iowa
$75K – – –
TWP
740
TFO Wealth Partners
Ohio
$75K +$136 +1 +0.2%
SWM
741
SeaCrest Wealth Management
New York
$72K +$72K +532 New
CB
742
CNB Bank
Pennsylvania
$68K -$2.99K -22 -4%
FWM
743
Focused Wealth Management
New York
$68K -$545 -4 -0.8%
RP
744
Rice Partnership
Hawaii
$68K – – –
CFD
745
Creative Financial Designs
Indiana
$67K +$1.23K +9 +2%
TC
746
Truvestments Capital
Florida
$61K +$61K +450 New
APC
747
Aspire Private Capital
North Carolina
$60K – – –
KTC
748
Kistler-Tiffany Companies
Pennsylvania
$60K +$3.43K +25 +6%
VWM
749
Valley Wealth Managers
New Jersey
$60K +$60K +438 New
TWA
750
TCI Wealth Advisors
Arizona
$59K +$49.6K +366 +530%
28 29
30
31 32