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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 %
RZH
176
Relyea Zuckerberg Hanson
Connecticut
$4.6M +$4.09M +30,069 +805%
FWP
177
FAS Wealth Partners
Kansas
$4.6M +$3.03M +22,238 +193%
TC
178
Titleist Capital
Texas
$4.56M +$143K +1,047 +3%
MAM
179
McLean Asset Management
Virginia
$4.49M -$3.84K -28 -0.1%
BF
180
BOK Financial
Oklahoma
$4.48M -$57.3K -421 -1%
RWG
181
Regal Wealth Group
California
$4.15M +$16.1K +118 +0.4%
UAS
182
United Asset Strategies
New York
$4.14M +$128K +940 +3%
WFS
183
Widmann Financial Services
Maryland
$4.13M +$14.8K +109 +0.4%
MWM
184
Marion Wealth Management
Pennsylvania
$4.12M -$712K -5,229 -15%
AAS
185
Avantax Advisory Services
Texas
$4.02M +$291K +2,139 +8%
PAG
186
Private Advisor Group
New Jersey
$4M +$78.7K +578 +2%
AI
187
Atria Investments
North Carolina
$4M +$2.76M +20,237 +222%
JIR
188
James Investment Research
Ohio
$3.99M -$627K -4,602 -14%
ZB
189
Zions Bancorporation
Utah
$3.99M +$1.6M +11,774 +67%
XF
190
XML Financial
Maryland
$3.98M +$60.6K +445 +2%
HWM
191
HB Wealth Management
Georgia
$3.98M +$421K +3,095 +12%
TFA
192
Tobias Financial Advisors
Florida
$3.94M -$978K -7,184 -20%
OCM
193
One Capital Management
California
$3.92M +$379K +2,788 +11%
Schroder Investment Management Group
194
Schroder Investment Management Group
United Kingdom
$3.92M – – –
IIC
195
Integrated Investment Consultants
Michigan
$3.92M -$464K -3,410 -11%
PFBT
196
Parkside Financial Bank & Trust
Missouri
$3.84M -$784K -5,759 -17%
AWA
197
Archvest Wealth Advisors
California
$3.77M +$3.81K +28 +0.1%
DCM
198
Dupont Capital Management
Delaware
$3.72M +$439K +3,224 +13%
LI
199
Leeward Investments
Massachusetts
$3.63M +$583K +4,283 +19%
OFS
200
Oldfather Financial Services
Nebraska
$3.63M +$270K +1,842 +8%
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