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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 %
JSL
851
JT Stratford LLC
Georgia
– -$829K -6,087 Closed
Macquarie Group
852
Macquarie Group
Australia
– -$690K -5,068 Closed
SS
853
Simplicity Solutions
Minnesota
– -$531K -3,898 Closed
CBN
854
Cadence Bank NA
Texas
– -$454K -3,334 Closed
MP
855
McDonald Partners
Ohio
– -$330K -2,422 Closed
WAS
856
WESPAC Advisors SoCal
California
– -$325K -2,390 Closed
BAM
857
Blueshift Asset Management
New Jersey
– -$301K -2,214 Closed
IAIM
858
International Assets Investment Management
Florida
– -$286 -2,097 Closed
KP
859
Keel Point
Alabama
– -$316K -2,048 Closed
HWM
860
Hemington Wealth Management
Virginia
– -$266K -1,954 Closed
Deutsche Bank
861
Deutsche Bank
Germany
– -$258K -1,893 Closed
JFG
862
JMG Financial Group
Illinois
– -$257K -1,887 Closed
RCAMU
863
Rothschild & Co Asset Management US
Connecticut
– -$251K -1,841 Closed
GGS
864
Galvin Gaustad & Stein
Arizona
– -$245K -1,800 Closed
MFP
865
Meridian Financial Partners
Virginia
– -$259K -1,769 Closed
GCA
866
Genesee Capital Advisors
New York
– -$241K -1,768 Closed
AI
867
Atom Investors
Texas
– -$227K -1,669 Closed
LFAS
868
Level Four Advisory Services
Texas
– -$225K -1,651 Closed
BA
869
Bluesphere Advisors
Pennsylvania
– -$224K -1,643 Closed
CTA
870
Chesley Taft & Associates
Illinois
– -$222K -1,628 Closed
DLHL
871
Donald L. Hagan LLC
Florida
– -$218K -1,603 Closed
SWP
872
Summit Wealth Partners
Florida
– -$218K -1,599 Closed
CFS
873
Cannon Financial Strategists
Georgia
– -$216K -1,584 Closed
PIA
874
Pinion Investment Advisors
Kansas
– -$214K -1,575 Closed
ARC
875
Advisor Resource Council
Texas
– -$214K -1,572 Closed
33 34
35
36 37