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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 %
MIM
851
Macroview Investment Management
Maryland
$3K – – –
JFA
852
JNBA Financial Advisors
Minnesota
$3K – – –
BC
853
Belmont Capital
California
$3K – – –
BEI
854
Benjamin Edwards Inc
Missouri
$2K – – –
TF
855
TimeScale Financial
Massachusetts
$2K – – –
MCA
856
Maryland Capital Advisors
Maryland
$2K – – –
PCFFS
857
Pacific Center for Financial Services
California
$2K +$2K +15 New
AIA
858
Arcadia Investment Advisors
Idaho
$1.5K – – –
HWMA
859
Heritage Wealth Management (Arizona)
Arizona
$1.09K – – –
SCA
860
Stonebridge Capital Advisors
Minnesota
$1K -$3.55K -39 -78%
OLVIG
861
Oliver Lagore Vanvalin Investment Group
Michigan
$1K -$3.6K -36 -78%
MA
862
Montag & Associates
Georgia
$1K – – –
AFG
863
Albion Financial Group
Utah
$1K – – –
MA
864
MCF Advisors
Kentucky
$1K – – –
GWANC
865
Guardian Wealth Advisors (North Carolina)
North Carolina
$1K – – –
JWM
866
Janiczek Wealth Management
Colorado
$1K – – –
BIA
867
Bell Investment Advisors
California
$1K +$1K +4 New
GG
868
Gleason Group
Kentucky
$1K +$1K +5 New
BMD
869
Better Money Decisions
New Mexico
$1K +$1K +5 New
CCM
870
Chilton Capital Management
Texas
$1K +$1K +8 New
IAIM
871
International Assets Investment Management
Florida
$286 -$103 -758 -27%
RDIA
872
RE Dickinson Investment Advisors
Iowa
$31 – – –
LOAMU
873
Lombard Odier Asset Management (USA)
New York
– -$46.1M -285,500 Closed
NRA
874
NSI Retail Advisors
Pennsylvania
– -$30.2M -186,854 Closed
CA
875
CSM Advisors
Pennsylvania
– -$30.2M -186,854 Closed
33 34
35
36 37