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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 %
PFGIA
776
Patriot Financial Group Insurance Agency
Massachusetts
$30K +$1.79K +13 +6%
GWS
777
Glassman Wealth Services
Virginia
$29K – – –
AWM
778
Accel Wealth Management
Iowa
$29K – – –
FPB
779
First PREMIER Bank
South Dakota
$28K – – –
CB
780
Community Bank
New York
$28K – – –
AIC
781
Archer Investment Corporation
Indiana
$27.2K – – –
BFO
782
Biltmore Family Office
North Carolina
$27K – – –
DWMG
783
DB Wealth Management Group
California
$26K – – –
PCTC
784
Perkins Coie Trust Company
Washington
$25K – – –
RWA
785
RGT Wealth Advisors
Texas
$25K – – –
CA
786
CoreCap Advisors
Michigan
$25K +$25K +180 New
SWM
787
Selective Wealth Management
Virginia
$24K +$24K +176 New
EWM
788
Endurance Wealth Management
Rhode Island
$23K – – –
WOSD
789
WFA of San Diego
California
$22K +$22K +160 New
GKIM
790
GW&K Investment Management
Massachusetts
$22K +$22K +160 New
BLC
791
Brown, Lisle/Cummings
Rhode Island
$21.8K – – –
WBC
792
West Branch Capital
Massachusetts
$21K -$10.5K -76 -33%
SN
793
Sittner & Nelson
Oregon
$21K – – –
HDIM
794
Hanson & Doremus Investment Management
Vermont
$21K – – –
OSAM
795
O'Shaughnessy Asset Management
Connecticut
$20K -$9.18K -67 -31%
MMG
796
Monetary Management Group
Missouri
$20K -$3.33K -25 -14%
IRC
797
Investors Research Corp
Georgia
$20K – – –
DWA
798
Dougherty Wealth Advisers
Minnesota
$20K +$20K +145 New
Bank of Montreal
799
Bank of Montreal
Ontario, Canada
$19.6K -$1.45K -9,324 -7%
GEA
800
Glen Eagle Advisors
New Jersey
$18.7K +$12.9K +95 +226%
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