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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
76
Prudential Financial
New Jersey
$16.1M 124,290 -14,933 -11%
FT
77
Fiduciary Trust
Massachusetts
$16.1M 124,869 -499 -0.4%
LI
78
Leeward Investments
Massachusetts
$14.8M 114,676 +88,002 +330%
CG
79
Colony Group
Massachusetts
$14.1M 109,740 -1,022 -0.9%
MCWS
80
McKinley Carter Wealth Services
West Virginia
$14.1M 109,718 -472 -0.4%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$14M 108,387 -77,174 -42%
MA
82
MUFG Americas
New York
$13.7M 106,106 -2,218 -2%
AL
83
Aspiriant LLC
California
$13M 101,091 -5,319 -5%
Jane Street
84
Jane Street
New York
$12.9M 100,046 -111,954 -53%
SF
85
Synovus Financial
Georgia
$12.9M 99,750 -41 -0%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$12.8M 99,347 +8,662 +10%
Millennium Management
87
Millennium Management
New York
$12.4M 96,324 +20,631 +27%
CP
88
Covenant Partners
Tennessee
$11.9M 92,587 +8,346 +10%
Barclays
89
Barclays
United Kingdom
$11.9M 91,949 -265,706 -74%
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$11.8M 92,456 -884 -0.9%
CWM
91
Concentric Wealth Management
California
$11.8M 91,583 +1,458 +2%
Creative Planning
92
Creative Planning
Kansas
$11.6M 90,139 -18,446 -17%
AllianceBernstein
93
AllianceBernstein
Tennessee
$11.6M 90,141 -9,460 -9%
RTS
94
Round Table Services
New Jersey
$11.5M 89,320 -14,214 -14%
CM
95
Churchill Management
California
$11.2M 87,013 -5,245 -6%
SCG
96
Sonata Capital Group
Washington
$11.1M 86,422 -34 -0%
BF
97
Brooklyn FI
New York
$10.9M 84,794 +52,746 +165%
PIA
98
Powell Investment Advisors
Florida
$10.7M 83,040 -13,856 -14%
CDIA
99
Capital Directions Investment Advisors
Georgia
– – -84,271 Closed
Principal Financial Group
100
Principal Financial Group
Iowa
$10.5M 81,684 +8,489 +12%
2 3
4
5 6