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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 %
CAAS
776
Capital Asset Advisory Services
Michigan
$16K – – –
EI
777
Ellevest Inc
New York
$15K +$1.78K +14 +13%
CWA
778
Core Wealth Advisors
Florida
$14K – – –
AF
779
Affiance Financial
Minnesota
$14K – – –
CBT
780
Central Bank & Trust
Kentucky
$14K +$3.28K +26 +31%
LS
781
Leelyn Smith
Illinois
$14K +$5.17K +41 +59%
RMC
782
Resources Management Corp
Connecticut
$13K – – –
BWM
783
BerganKDV Wealth Management
Minnesota
$13K – – –
HWM
784
Horizons Wealth Management
North Carolina
$13K – – –
EW
785
Element Wealth
Mississippi
$13K +$126 +1 +1%
LDFR
786
Lehman & Derafelo Financial Resources
Pennsylvania
$12K – – –
BWL
787
Bogart Wealth LLC
Virginia
$12K – – –
M1FG
788
Mach-1 Financial Group
Arkansas
$12K – – –
ODG
789
O'Dell Group
Ohio
$12K +$12K +90 New
BC
790
Barrett & Company
Rhode Island
$11.8K +$11.8K +85 New
RG
791
Retirement Group
California
$11K -$19K -142 -63%
OIA
792
Optimum Investment Advisors
Illinois
$11K – – –
LWA
793
Lowe Wealth Advisors
Maryland
$11K – – –
DMKJ
794
David M. Knott Jr
$11K – – –
1832 Asset Management
795
1832 Asset Management
Ontario, Canada
$11K – – –
IFAM
796
Institutional & Family Asset Management
Colorado
$11K +$402 +3 +4%
FFA
797
Founders Financial Alliance
North Carolina
$10K -$40.4K -299 -80%
WBC
798
West Branch Capital
Massachusetts
$10K -$10K -76 -50%
RBA
799
Richard Bernstein Advisors
New York
$10K – – –
RPCA
800
Running Point Capital Advisors
California
$10K – – –
30 31
32
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