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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.

New
Increased
Maintained
Reduced
Closed
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
Alaska Permanent Fund
Alaska
$331M
2
SV
Starboard Value
New York
$77.4M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54.6M
4
VI
Vestcor Inc
New Brunswick, Canada
$28.3M
5
FWI
Facet Wealth Inc
Maryland
$122M

Top Sellers

1
CWA
CM Wealth Advisors
Ohio
$5.12B
2
ECG
Edge Capital Group
Georgia
$549K
3
Morgan Stanley
Morgan Stanley
New York
$917M
4
Bank of America
Bank of America
North Carolina
$802M
5
Barclays
Barclays
United Kingdom
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFS
176
Widmann Financial Services
Maryland
$4.07M +$156K +1,211 +4%
RA
177
Royce & Associates
New York
$4.05M +$1.1M +8,500 +37%
UAS
178
United Asset Strategies
New York
$4.01M +$90K +698 +2%
TRCT
179
Tower Research Capital (TRC)
New York
$4.01M +$3.98M +30,863 +12,968%
PFO
180
Pathstone Family Office
New Jersey
$3.99M +$3.19M +24,767 +402%
CA
181
Cetera Advisors
Colorado
$3.97M -$784K -6,080 -17%
Simplex Trading
182
Simplex Trading
Illinois
$3.96M +$3.96M +30,692 New
Fuller & Thaler Asset Management
183
Fuller & Thaler Asset Management
California
$3.94M -$3.45M -26,770 -47%
XF
184
XML Financial
Maryland
$3.86M +$88.7K +688 +2%
AAS
185
Avantax Advisory Services
Texas
$3.84M +$34.2K +265 +0.9%
SLT
186
St Louis Trust
Missouri
$3.84M +$1.77M +13,416 +85%
Wellington Management Group
187
Wellington Management Group
Massachusetts
$3.78M -$1.41M -10,916 -27%
APA
188
American Portfolios Advisors
New York
$3.78M +$1.73M +13,449 +85%
RWA
189
Redmont Wealth Advisors
Illinois
$3.75M +$850K +6,593 +29%
RWG
190
Regal Wealth Group
California
$3.73M -$404K -2,980 -10%
IIC
191
Integrated Investment Consultants
Michigan
$3.7M -$11.7K -91 -0.3%
PFBT
192
Parkside Financial Bank & Trust
Missouri
$3.67M +$34K +264 +0.9%
TC
193
Titleist Capital
Texas
$3.66M -$659K -5,110 -15%
RFWA
194
RPg Family Wealth Advisory
Massachusetts
$3.59M +$20.7K +143 +0.6%
HWM
195
HB Wealth Management
Georgia
$3.59M -$178K -1,380 -5%
FCFC
196
First Commonwealth Financial Corp
Pennsylvania
$3.58M +$666K +5,164 +23%
JIR
197
James Investment Research
Ohio
$3.49M -$293K -2,276 -8%
PAG
198
Private Advisor Group
New Jersey
$3.48M -$304K -2,354 -8%
MAM
199
Meeder Asset Management
Ohio
$3.42M +$674K +5,225 +25%
WWM
200
Windsor Wealth Management
Indiana
$3.41M -$25.2K -191 -0.7%
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