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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 %
T
876
TCWP
Ohio
– -$211K -1,555 Closed
NFC
877
Northeast Financial Consultants
Connecticut
– -$212K -1,555 Closed
9WM
878
9258 Wealth Management
Ohio
– -$210K -1,540 Closed
RW
879
REDW Wealth
New Mexico
– -$210K -1,539 Closed
AC
880
Annandale Capital
Texas
– -$208K -1,530 Closed
MA
881
Mutual Advisors
Nebraska
– -$207K -1,520 Closed
LWA
882
LWS Wealth Advisors
New Jersey
– -$205K -1,503 Closed
MAP
883
Managed Asset Portfolios
Michigan
– -$204K -1,500 Closed
PIM
884
Penobscot Investment Management
Massachusetts
– -$204K -1,495 Closed
CWM
885
Circle Wealth Management
New Jersey
– -$203K -1,493 Closed
RPSA
886
Richard P. Slaughter Associates
Texas
– -$200K -1,474 Closed
PIFP
887
Partners in Financial Planning
Virginia
– -$203K -1,378 Closed
RIM
888
Rockbridge Investment Management
New York
– -$99.8K -733 Closed
AWM
889
Atticus Wealth Management
Florida
– -$99K -726 Closed
AW
890
ACG Wealth
Georgia
– -$87K -640 Closed
BW
891
Bison Wealth
Georgia
– -$81K -597 Closed
TCWM
892
Total Clarity Wealth Management
Illinois
– -$81K -595 Closed
SWM
893
SeaCrest Wealth Management
New York
– -$72K -532 Closed
PFGIA
894
Patriot Financial Group Insurance Agency
Massachusetts
– -$30K -218 Closed
CA
895
CoreCap Advisors
Michigan
– -$25K -180 Closed
WOSD
896
WFA of San Diego
California
– -$22K -160 Closed
DWA
897
Dougherty Wealth Advisers
Minnesota
– -$20K -145 Closed
COCM
898
Charter Oak Capital Management
New Hampshire
– -$18K -135 Closed
MS
899
Marshall & Sullivan
Washington
– -$14K -103 Closed
SSC
900
Syverson Strege & Co
Iowa
– -$8K -61 Closed
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