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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
$1.05B
2
ECG
Edge Capital Group
Georgia
$33.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$246M
4
AAP
Arax Advisory Partners
Colorado
$27.9M
5
Jane Street
Jane Street
New York
$28.9M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$268M
2
APF
Alaska Permanent Fund
Alaska
$149M
3
TF
TIAA FSB
Florida
$378M
4
JHU
Johns Hopkins University
Maryland
$4.77M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$7.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
801
Armor Investment Advisors
North Carolina
$18K – – –
COCM
802
Charter Oak Capital Management
New Hampshire
$18K +$11.3K +85 +170%
AWM
803
Abound Wealth Management
Tennessee
$17.6K -$3.55K -26 -17%
CAAS
804
Capital Asset Advisory Services
Michigan
$17K – – –
BL
805
Balentine LLC
Georgia
$16K – – –
LPWM
806
Lake Point Wealth Management
Texas
$16K – – –
HWM
807
Horizons Wealth Management
North Carolina
$16K +$16K +100 New
AF
808
Affiance Financial
Minnesota
$15K – – –
GI
809
Gradient Investments
Minnesota
$14K -$14.3M -102,478 -100%
RMC
810
Resources Management Corp
Connecticut
$14K – – –
BWM
811
BerganKDV Wealth Management
Minnesota
$14K – – –
EW
812
Element Wealth
Mississippi
$14K +$137 +1 +1%
EI
813
Ellevest Inc
New York
$14K +$13.9K +103 +10,300%
MS
814
Marshall & Sullivan
Washington
$14K +$14K +103 New
CWA
815
Core Wealth Advisors
Florida
$14K +$14K +105 New
BWL
816
Bogart Wealth LLC
Virginia
$13K +$137 +1 +1%
LDFR
817
Lehman & Derafelo Financial Resources
Pennsylvania
$13K +$13K +95 New
M1FG
818
Mach-1 Financial Group
Arkansas
$13K +$12.4K +100 +2,000%
RBA
819
Richard Bernstein Advisors
New York
$12K -$492K -3,482 -98%
CBT
820
Central Bank & Trust
Kentucky
$12K – – –
OIA
821
Optimum Investment Advisors
Illinois
$12K – – –
LWA
822
Lowe Wealth Advisors
Maryland
$12K – – –
DMKJ
823
David M. Knott Jr
$12K +$12K +86 New
1832 Asset Management
824
1832 Asset Management
Ontario, Canada
$11K – – –
IFAM
825
Institutional & Family Asset Management
Colorado
$11K – – –
31 32
33
34 35