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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 %
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$7.64M 59,225 -5,647 -9%
IFA
127
Interactive Financial Advisors
Illinois
$7.62M 59,066 -1,128 -2%
RFA
128
RTD Financial Advisors
Pennsylvania
$7.53M 58,434 +3,020 +5%
SC
129
Sierra Capital
Florida
$7.32M 56,769 +9,320 +20%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$7.28M 56,488 +341 +0.6%
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$7.26M 56,304 +415 +0.7%
HIA
132
Harbor Investment Advisory
Maryland
$7.22M 56,002 +175 +0.3%
CAM
133
Crestone Asset Management
Colorado
$7.18M 55,663 -18,835 -25%
PGFC
134
Peapack-Gladstone Financial Corp
New Jersey
$7.13M 55,266 +2,727 +5%
GT
135
Glenmede Trust
Pennsylvania
$7.05M 54,709 -2,977 -5%
NA
136
NewEdge Advisors
Louisiana
$6.97M 54,048 +3,510 +7%
TAM
137
Tocqueville Asset Management
New York
$6.94M 53,794 -2,750 -5%
KAS
138
Kestra Advisory Services
Texas
$6.93M 53,750 -4,143 -7%
WB
139
WesBanco Bank
West Virginia
$6.88M 53,329 +2,889 +6%
JPG
140
Jordan Park Group
California
$6.81M 52,794 -4,379 -8%
WA
141
Waverly Advisors
Alabama
$6.52M 50,589 +7,913 +19%
BSW
142
Buckingham Strategic Wealth
Missouri
$6.45M 50,010 -192 -0.4%
SWM
143
Southern Wealth Management
Texas
$6.4M 44,013 -6,268 -12%
CAM
144
Cresset Asset Management
Illinois
$6.24M 48,352 +3,418 +8%
HFG
145
Heron Financial Group
New York
$6.19M 48,007 +3,865 +9%
RCP
146
Rothschild Capital Partners
New York
$6.16M 47,755 – –
PFA
147
Pure Financial Advisors
California
$6.13M 47,533 -2,506 -5%
TD Asset Management
148
TD Asset Management
Ontario, Canada
$6.1M 47,000 +1,435 +3%
AP
149
Advisors Preferred
Maryland
$6.08M 45,982 +30,013 +188%
BCIM
150
Bishop & Co Investment Management
Pennsylvania
$6.04M 46,806 -129 -0.3%
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