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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 %
FSWA
201
Financial Synergies Wealth Advisors
Texas
$3.59M +$3.59M +26,401 New
WWM
202
Windsor Wealth Management
Indiana
$3.58M -$16.1M -117,133 -82%
CCB
203
Country Club Bank
Missouri
$3.54M +$3.54M +25,898 New
GIA
204
GHP Investment Advisors
Colorado
$3.54M -$57.3K -421 -2%
GLLW
205
Graves Light Lenhart Wealth
Virginia
$3.39M -$400K -2,937 -11%
RFWA
206
RPg Family Wealth Advisory
Massachusetts
$3.36M -$9.39K -69 -0.3%
VCM
207
Viewpoint Capital Management
Washington
$3.35M +$1.13M +8,279 +51%
SCM
208
SCS Capital Management
Massachusetts
$3.24M – – –
Squarepoint
209
Squarepoint
New York
$3.21M -$10.2M -74,932 -76%
AB
210
Atlas Brown
Kentucky
$3.15M -$33.2K -244 -1%
HR
211
Hardy Reed
Mississippi
$3.13M +$1.23M +9,000 +64%
IWC
212
Integrated Wealth Concepts
Massachusetts
$3.13M -$382K -2,807 -11%
RA
213
Royce & Associates
New York
$3.12M -$3.04M -22,300 -49%
LSPW
214
Lake Street Private Wealth
Illinois
$3.11M +$86.9K +638 +3%
FCFC
215
First Commonwealth Financial Corp
Pennsylvania
$3.08M -$5.99K -44 -0.2%
RWA
216
Redmont Wealth Advisors
Illinois
$3.06M +$254K +1,865 +9%
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$3.04M +$8.44K +62 +0.3%
BIM
218
Bridges Investment Management
Nebraska
$3.04M – – –
MPM
219
MBB Public Markets
Illinois
$3.03M -$329K -2,416 -10%
FCI
220
Financial Counselors Inc
Kansas
$3.03M +$663K +4,873 +28%
SFG
221
StrategIQ Financial Group
Indiana
$2.98M -$107K -783 -3%
UB
222
UMB Bank
Missouri
$2.93M -$184K -1,352 -6%
IP
223
Investment Partners
Ohio
$2.92M +$280K +2,059 +11%
TYCC
224
Texas Yale Capital Corp
Florida
$2.9M – – –
MAM
225
Meeder Asset Management
Ohio
$2.9M +$468K +3,441 +19%
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