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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
1
Alaska Permanent Fund
Alaska
$331M
2
SV
2
Starboard Value
New York
$77.4M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54.6M
4
VI
4
Vestcor Inc
New Brunswick, Canada
$28.3M
5
FWI
5
Facet Wealth Inc
Maryland
$122M

Top Sellers

1
CWA
1
CM Wealth Advisors
Ohio
$5.12B
2
ECG
2
Edge Capital Group
Georgia
$549K
3
Morgan Stanley
3
Morgan Stanley
New York
$917M
4
Bank of America
4
Bank of America
North Carolina
$802M
5
Barclays
5
Barclays
United Kingdom
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
826
Absolute Capital Management
Pennsylvania
$2.61K +$2.61K +20 New
TF
827
TimeScale Financial
Massachusetts
$2K – – –
BCPWM
828
Bradley & Co Private Wealth Management
Florida
$2K – – –
MCA
829
Maryland Capital Advisors
Maryland
$2K – – –
JWM
830
Janiczek Wealth Management
Colorado
$1K – – –
BIA
831
Bell Investment Advisors
California
$1K – – –
OLVIG
832
Oliver Lagore Vanvalin Investment Group
Michigan
$1K – – –
RCM
833
Raleigh Capital Management
North Carolina
$1K +$1K +8 New
HNWAG
834
High Net Worth Advisory Group
Florida
$1K +$1K +10 New
MOS
835
MGO One Seven
Ohio
$256 -$6 -47 -2%
WIM
836
Westside Investment Management
California
$4 +$4 +35 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
837
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$8.66M -63,600 Closed
Boston Partners
838
Boston Partners
Massachusetts
– -$7.42M -63,296 Closed
3F
839
360 Financial
Minnesota
– -$8.69M -60,693 Closed
CCP
840
Corient Capital Partners
California
– -$5.24M -38,471 Closed
CCMLC
841
Cardinal Capital Management LLC (Connecticut)
Connecticut
– -$4.85M -35,658 Closed
Hudson Bay Capital Management
842
Hudson Bay Capital Management
Connecticut
– -$4.77M -35,000 Closed
Schroder Investment Management Group
843
Schroder Investment Management Group
United Kingdom
– -$3.92M -28,622 Closed
Squarepoint
844
Squarepoint
New York
– -$3.21M -23,562 Closed
NWA
845
New World Advisors
Massachusetts
– -$2.06M -15,064 Closed
MPPLM
846
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$1.89M -13,853 Closed
SAM
847
Stone Asset Management
Texas
– -$1.48M -10,854 Closed
Natixis Advisors
848
Natixis Advisors
Massachusetts
– -$1.46M -10,743 Closed
BCI
849
Brinker Capital Investments
Pennsylvania
– -$1.46M -10,723 Closed
DSC
850
Donald Smith & Co
New York
– -$1.2M -8,827 Closed
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