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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 %
SFM
951
Signet Financial Management
New Jersey
– -$203K -1,260 Closed
PGA
952
Portland Global Advisors
Maine
– -$202K -1,251 Closed
MLA
953
My Legacy Advisors
Oregon
– -$201K -1,247 Closed
CPO
954
Cerity Partners OCIO
New York
– -$201K -1,245 Closed
MIA
955
MainStreet Investment Advisors
Illinois
– -$200K -1,240 Closed
Walleye Trading
956
Walleye Trading
New York
– -$168K -1,042 Closed
MFA
957
McClarren Financial Advisors
Pennsylvania
– -$165K -1,024 Closed
GAM
958
Gemmer Asset Management
California
– -$126K -782 Closed
Koshinski Asset Management
959
Koshinski Asset Management
Illinois
– -$125K -776 Closed
MFIMFI
960
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$123K -760 Closed
FAG
961
Fortitude Advisory Group
Washington
– -$106K -655 Closed
QC
962
Quent Capital
New York
– -$96K -596 Closed
WIM
963
Wittenberg Investment Management
Massachusetts
– -$91K -566 Closed
BFC
964
Bedel Financial Consulting
Indiana
– -$76K -470 Closed
WWM
965
Wagner Wealth Management
South Carolina
– -$68K -420 Closed
PCG
966
Private Capital Group
Connecticut
– -$63K -387 Closed
VCM
967
Vigilant Capital Management
Maine
– -$60K -370 Closed
PAIM
968
Punch & Associates Investment Management
Minnesota
– -$59K -365 Closed
FFWM
969
Future Financial Wealth Management
Ohio
– -$48K -300 Closed
PWP
970
Pursue Wealth Partners
California
– -$38.8K -248 Closed
LAS
971
Lloyd Advisory Services
Georgia
– -$39K -240 Closed
HCM
972
Highlander Capital Management
New Jersey
– -$16K -100 Closed
MOACM
973
Mutual of America Capital Management
New York
– -$14K -85 Closed
FA
974
Faithward Advisors
Pennsylvania
– -$7K -43 Closed
GA
975
GoalVest Advisory
New York
– -$4K -26 Closed
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