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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 Holding Trade Value Shares
Change 		Shares
Change %
TWM
151
Tradition Wealth Management
Minnesota
$5.87M +$2.33K +14 +0%
FWM
152
FSA Wealth Management
Massachusetts
$5.84M +$5.53M +42,930 +1,795%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$5.82M +$1.42M +10,991 +32%
VVP
154
Venture Visionary Partners
Ohio
$5.81M +$900K +6,984 +18%
LFWA
155
LBJ Family Wealth Advisors
Texas
$5.76M -$8.67M -41,966 -60%
MAM
156
MMA Asset Management
Pennsylvania
$5.61M -$932K -7,231 -14%
NWM
157
Northwest Wealth Management
Iowa
$5.28M +$61.4K +476 +1%
CG
158
Corundum Group
Colorado
$5.28M +$450K +3,492 +9%
OCM
159
One Capital Management
California
$5.1M +$1.39M +10,769 +37%
KCM
160
Karp Capital Management
California
$5.05M +$151K +1,168 +3%
IFO
161
Independent Family Office
New York
$4.93M – – –
William Blair & Company
162
William Blair & Company
Illinois
$4.85M +$300K +2,330 +7%
WIC
163
Whitegate Investment Counselors
New Hampshire
$4.82M +$122K +945 +3%
HW
164
Hancock Whitney
Mississippi
$4.81M -$72.5K -562 -1%
OFG
165
Oxford Financial Group
Indiana
$4.81M -$22.6K -175 -0.5%
Comerica Bank
166
Comerica Bank
Texas
$4.78M -$1.38M -10,024 -22%
CS
167
Credit Suisse
Switzerland
$4.74M +$2.17M +16,849 +85%
RZH
168
Relyea Zuckerberg Hanson
Connecticut
$4.73M +$375K +2,908 +9%
B
169
Bailard
California
$4.72M -$297K -2,303 -6%
TFA
170
Tobias Financial Advisors
Florida
$4.52M +$788K +6,109 +21%
JHU
171
Johns Hopkins University
Maryland
$4.51M – – –
DSA
172
Droms Strauss Advisors
Missouri
$4.4M -$126K -979 -3%
MAM
173
McLean Asset Management
Virginia
$4.31M +$2.64K +20 +0.1%
MWM
174
Marion Wealth Management
Pennsylvania
$4.26M +$352K +2,730 +9%
BF
175
BOK Financial
Oklahoma
$4.23M -$12.1K -94 -0.3%
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