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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 %
BCIM
151
Bishop & Co Investment Management
Pennsylvania
$6.39M +$827K +6,071 +15%
TD Asset Management
152
TD Asset Management
Ontario, Canada
$6.2M +$160K +1,178 +3%
CAM
153
Cresset Asset Management
Illinois
$6.1M +$5.1M +37,548 +508%
HFG
154
Heron Financial Group
New York
$6.01M +$267K +1,964 +5%
TWM
155
Tradition Wealth Management
Minnesota
$6M +$3.68M +21,612 +159%
SBH
156
Segall Bryant & Hamill
Illinois
$5.93M -$129K -950 -2%
WA
157
Waverly Advisors
Alabama
$5.81M +$91.8K +674 +2%
NWM
158
Northwest Wealth Management
Iowa
$5.52M -$861K -6,322 -14%
Wellington Management Group
159
Wellington Management Group
Massachusetts
$5.48M +$5.48M +40,248 New
B
160
Bailard
California
$5.29M +$10.6K +78 +0.2%
CCP
161
Corient Capital Partners
California
$5.24M -$303K -2,226 -5%
VVP
162
Venture Visionary Partners
Ohio
$5.19M -$7.88M -57,880 -60%
KCM
163
Karp Capital Management
California
$5.17M -$7.58M -55,695 -59%
HW
164
Hancock Whitney
Mississippi
$5.16M -$197K -1,447 -4%
OFG
165
Oxford Financial Group
Indiana
$5.1M -$103K -754 -2%
CG
166
Corundum Group
Colorado
$5.1M +$3.91M +28,757 +331%
CA
167
Cetera Advisors
Colorado
$5.02M +$941K +6,915 +23%
IC
168
Innealta Capital
Texas
$4.99M +$4.99M +36,660 New
WIC
169
Whitegate Investment Counselors
New Hampshire
$4.96M +$83.2K +611 +2%
CCMLC
170
Cardinal Capital Management LLC (Connecticut)
Connecticut
$4.85M +$4.85M +35,658 New
William Blair & Company
171
William Blair & Company
Illinois
$4.8M -$1.39M -10,224 -22%
DSA
172
Droms Strauss Advisors
Missouri
$4.77M -$489K -3,596 -9%
JHU
173
Johns Hopkins University
Maryland
$4.77M -$100M -734,279 -95%
Hudson Bay Capital Management
174
Hudson Bay Capital Management
Connecticut
$4.77M +$4.77M +35,000 New
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$4.73M +$4.73M +34,164 New
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