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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 %
CWC
126
Carolinas Wealth Consulting
North Carolina
$8.22M -$4.58M -33,604 -36%
KAS
127
Kestra Advisory Services
Texas
$7.88M +$868K +6,373 +12%
GT
128
Glenmede Trust
Pennsylvania
$7.85M +$520K +3,820 +7%
Fuller & Thaler Asset Management
129
Fuller & Thaler Asset Management
California
$7.81M +$5.42M +39,805 +227%
JPG
130
Jordan Park Group
California
$7.78M +$7.78M +57,173 New
TAM
131
Tocqueville Asset Management
New York
$7.7M -$143K -1,050 -2%
Fidelity Investments
132
Fidelity Investments
Massachusetts
$7.65M -$67.4M -495,108 -90%
Parallax Volatility Advisers
133
Parallax Volatility Advisers
California
$7.63M +$2.49M +18,322 +49%
BGIM
134
Brandywine Global Investment Management
Pennsylvania
$7.61M -$2.99M -21,939 -28%
Cambridge Investment Research Advisors
135
Cambridge Investment Research Advisors
Iowa
$7.61M -$545K -4,000 -7%
HIA
136
Harbor Investment Advisory
Maryland
$7.6M +$32.3K +237 +0.4%
RFA
137
RTD Financial Advisors
Pennsylvania
$7.55M +$411K +3,015 +6%
NSCM
138
New South Capital Management
Tennessee
$7.5M -$1.05M -7,725 -12%
Boston Partners
139
Boston Partners
Massachusetts
$7.42M +$5.24M +44,658 +240%
PGFC
140
Peapack-Gladstone Financial Corp
New Jersey
$7.15M +$881K +6,467 +14%
MAM
141
MMA Asset Management
Pennsylvania
$6.91M -$626K -4,598 -8%
NA
142
NewEdge Advisors
Louisiana
$6.88M +$1.86M +13,632 +37%
WB
143
WesBanco Bank
West Virginia
$6.87M +$639K +4,693 +10%
SWM
144
Southern Wealth Management
Texas
$6.85M +$5.72K +42 +0.1%
BSW
145
Buckingham Strategic Wealth
Missouri
$6.84M -$146K -1,076 -2%
CWA
146
CM Wealth Advisors
Ohio
$6.82M +$6.82M +50,098 New
PFA
147
Pure Financial Advisors
California
$6.81M +$2.92M +21,440 +75%
RCP
148
Rothschild Capital Partners
New York
$6.5M – – –
SC
149
Sierra Capital
Florida
$6.46M +$3.4K +25 +0.1%
Comerica Bank
150
Comerica Bank
Texas
$6.4M +$1.08M +7,589 +20%
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