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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 %
NG
926
Northstar Group
New York
– -$235K -1,455 Closed
WTFG
927
Wells Trecaso Financial Group
Ohio
– -$231K -1,434 Closed
PFWA
928
Paces Ferry Wealth Advisors
Georgia
– -$231K -1,431 Closed
WS
929
Wedbush Securities
California
– -$230K -1,424 Closed
IIC
930
Ironwood Investment Counsel
Arizona
– -$228K -1,413 Closed
IWM
931
IHT Wealth Management
Illinois
– -$228K -1,410 Closed
MFG
932
Merit Financial Group
Georgia
– -$227K -1,405 Closed
WPC
933
Waters Parkerson & Co
Louisiana
– -$226K -1,400 Closed
TC
934
TownSquare Capital
Utah
– -$226K -1,398 Closed
WA
935
WealthTrust Axiom
Pennsylvania
– -$225K -1,395 Closed
EFG
936
Everhart Financial Group
Ohio
– -$224K -1,385 Closed
RIM
937
Regent Investment Management
Kentucky
– -$223K -1,380 Closed
3LCM
938
3D/L Capital Management
Connecticut
– -$221K -1,372 Closed
B
939
Bensler
Washington
– -$221K -1,372 Closed
AAS
940
Annex Advisory Services
Wisconsin
– -$221K -1,369 Closed
AIS
941
American Investment Services
Massachusetts
– -$221K -1,368 Closed
WFA
942
Wellspring Financial Advisors
Ohio
– -$220K -1,364 Closed
WAOTB
943
Wealth Advisors of Tampa Bay
Florida
– -$218K -1,350 Closed
RHP
944
Royal Harbor Partners
Texas
– -$215K -1,334 Closed
IA
945
IFG Advisory
Georgia
– -$214K -1,330 Closed
RMDI
946
R.M. Davis Inc
Maine
– -$211K -1,305 Closed
GG
947
Greenwood Gearhart
Arkansas
– -$210K -1,300 Closed
MWM
948
Mission Wealth Management
California
– -$209K -1,292 Closed
KF
949
Krilogy Financial
Missouri
– -$209K -1,292 Closed
PCM
950
Pointe Capital Management
Michigan
– -$206K -1,274 Closed
36 37
38
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