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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 %
RPCA
826
Running Point Capital Advisors
California
$11K – – –
RDFA
827
Ritter Daniher Financial Advisory
Ohio
$11K – – –
BCMLT
828
Beacon Capital Management LLC (Tennessee)
Tennessee
$10K – – –
LS
829
Leelyn Smith
Illinois
$10K – – –
MBFW
830
Morton Brown Family Wealth
Pennsylvania
$10K +$10K +70 New
GWSG
831
GPS Wealth Strategies Group
Colorado
$9K – – –
ED
832
Exane Derivatives
France
$8.98K -$89.8K -660 -91%
BRWM
833
B. Riley Wealth Management
Tennessee
$8.08K -$710 -120 -8%
AWM
834
Activest Wealth Management
Florida
$8K – – –
CIAS
835
Capital Investment Advisory Services
North Carolina
$8K – – –
FBC
836
Fairfield, Bush & Co
Connecticut
$8K +$8K +56 New
SSC
837
Syverson Strege & Co
Iowa
$8K +$8K +61 New
PP
838
PrairieView Partners
Minnesota
$7K – – –
SC
839
Stephens Consulting
Michigan
$6.81K – – –
MFC
840
Mechanics Financial Corp
Ohio
$6K – – –
IFO
841
Independent Family Office
New York
$5.21K -$363 -2,665 -7%
CT
842
Clearstead Trust
Maine
$5K -$480K -3,266 -99%
ARMC
843
American Research & Management Company
Massachusetts
$5K – – –
TVWM
844
Tower View Wealth Management
Wisconsin
$4K – – –
CICI
845
Capital Investment Counsel Inc
North Carolina
$4K – – –
FWA
846
FSC Wealth Advisors
New York
$4K +$889 +6 +29%
ME
847
McIlrath & Eck
Washington
$4K +$875 +7 +28%
SWA
848
Sutton Wealth Advisors
Florida
$3.68K – – –
MCC
849
Money Concepts Capital
Florida
$3K -$53.6K -375 -95%
BCPWM
850
Bradley & Co Private Wealth Management
Florida
$3K – – –
32 33
34
35 36