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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
$331M
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
$122M

Top Sellers

1
CWA
CM Wealth Advisors
Ohio
$5.12B
2
ECG
Edge Capital Group
Georgia
$549K
3
Morgan Stanley
Morgan Stanley
New York
$917M
4
Bank of America
Bank of America
North Carolina
$802M
5
Barclays
Barclays
United Kingdom
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
751
Aspire Wealth Management
Massachusetts
$29K – – –
CB
752
Community Bank
New York
$27K – – –
GWS
753
Glassman Wealth Services
Virginia
$27K – – –
FPB
754
First PREMIER Bank
South Dakota
$27K – – –
BFO
755
Biltmore Family Office
North Carolina
$26K – – –
SIS
756
Sound Income Strategies
Florida
$26K +$26K +202 New
AIC
757
Archer Investment Corporation
Indiana
$25.8K – – –
DWMG
758
DB Wealth Management Group
California
$25K – – –
PCTC
759
Perkins Coie Trust Company
Washington
$24K – – –
BL
760
Balentine LLC
Georgia
$24K +$8.92K +68 +59%
RWA
761
RGT Wealth Advisors
Texas
$23K – – –
SWM
762
Selective Wealth Management
Virginia
$23K – – –
EWM
763
Endurance Wealth Management
Rhode Island
$22K – – –
OSAM
764
O'Shaughnessy Asset Management
Connecticut
$21K +$2.42K +19 +13%
MA
765
MCF Advisors
Kentucky
$21K +$19.6K +152 +1,382%
RIA
766
Realta Investment Advisors
Delaware
$21K +$21K +160 New
Bank of Montreal
767
Bank of Montreal
Ontario, Canada
$20K +$431 +2,764 +2%
HDIM
768
Hanson & Doremus Investment Management
Vermont
$19K – – –
IRC
769
Investors Research Corp
Georgia
$19K – – –
SN
770
Sittner & Nelson
Oregon
$19K – – –
MMG
771
Monetary Management Group
Missouri
$19K – – –
GEA
772
Glen Eagle Advisors
New Jersey
$17.7K – – –
AIA
773
Armor Investment Advisors
North Carolina
$17K – – –
CT
774
Clearstead Trust
Maine
$17K +$12.8K +103 +303%
AWM
775
Abound Wealth Management
Tennessee
$16.6K -$129 -1 -0.8%
29 30
31
32 33