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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 %
KIC
901
Kensington Investment Counsel
California
– -$577K -3,574 Closed
RHBC
902
R.H. Bluestein & Co
Michigan
– -$574K -3,557 Closed
Wolverine Trading
903
Wolverine Trading
Illinois
– -$539K -3,302 Closed
IGWM
904
ICA Group Wealth Management
Colorado
– -$500K -3,251 Closed
ES
905
Eagle Strategies
New York
– -$518K -3,212 Closed
MG
906
Mather Group
Illinois
– -$518K -3,207 Closed
PWM
907
PRW Wealth Management
Massachusetts
– -$502K -3,109 Closed
VCWA
908
Vanguard Capital Wealth Advisors
Colorado
– -$489K -3,035 Closed
KA
909
Kovack Advisors
Florida
– -$447K -2,774 Closed
Dimensional Fund Advisors
910
Dimensional Fund Advisors
Texas
– -$435K -2,694 Closed
SWA
911
Stratos Wealth Advisors
Ohio
– -$390K -2,418 Closed
MAA
912
Matrix Asset Advisors
New York
– -$383K -2,370 Closed
T
913
TNF
Montana
– -$329K -2,126 Closed
SFP
914
Shepherd Financial Partners
Massachusetts
– -$341K -2,115 Closed
ADL
915
Asset Dedication LLC
California
– -$341K -2,103 Closed
GSC
916
Ground Swell Capital
South Carolina
– -$331K -2,052 Closed
WFA
917
Wipfli Financial Advisors
Wisconsin
– -$326K -2,018 Closed
FANJ
918
Financial Architects (New Jersey)
New Jersey
– -$272K -1,686 Closed
LB
919
Leo Brokerage
Texas
– -$257K -1,592 Closed
CG
920
Cutler Group
California
– -$256K -1,590 Closed
CFO
921
Collective Family Office
Pennsylvania
– -$253K -1,570 Closed
MHS
922
M Holdings Securities
Oregon
– -$247K -1,528 Closed
MLL
923
Moody Lynn & Lieberson
Massachusetts
– -$242K -1,502 Closed
IAG
924
Investmark Advisory Group
Connecticut
– -$235K -1,462 Closed
NG
925
Northstar Group
New York
– -$235K -1,455 Closed
35 36
37
38 39