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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 %
FSWA
201
Financial Synergies Wealth Advisors
Texas
$3.4M – – –
AWA
202
Archvest Wealth Advisors
California
$3.39M -$179K -1,392 -5%
GIA
203
GHP Investment Advisors
Colorado
$3.33M -$27.1K -210 -0.8%
OFS
204
Oldfather Financial Services
Nebraska
$3.3M +$112K +869 +4%
CCB
205
Country Club Bank
Missouri
$3.21M -$154K -1,187 -5%
GLLW
206
Graves Light Lenhart Wealth
Virginia
$3.17M -$42.3K -328 -1%
SCM
207
SCS Capital Management
Massachusetts
$3.07M – – –
LSPW
208
Lake Street Private Wealth
Illinois
$3.02M +$68.1K +528 +2%
EARNEST Partners
209
EARNEST Partners
Georgia
$3.01M -$6.23M -48,303 -67%
AB
210
Atlas Brown
Kentucky
$2.99M +$3.35K +26 +0.1%
VCM
211
Viewpoint Capital Management
Washington
$2.98M -$853K -5,475 -22%
IP
212
Investment Partners
Ohio
$2.97M +$201K +1,558 +7%
HR
213
Hardy Reed
Mississippi
$2.97M – – –
PP
214
Prosperity Planning
Missouri
$2.93M +$928K +7,196 +46%
BIM
215
Bridges Investment Management
Nebraska
$2.87M – – –
RJT
216
Raymond James Trust
Florida
$2.86M +$549K +4,255 +24%
EWM
217
Empirical Wealth Management
Washington
$2.77M +$44.2K +343 +2%
NC
218
NovaPoint Capital
Georgia
$2.76M +$31.2K +242 +1%
TYCC
219
Texas Yale Capital Corp
Florida
$2.75M – – –
Cetera Investment Advisers
220
Cetera Investment Advisers
Illinois
$2.74M -$144K -1,119 -5%
MPM
221
MBB Public Markets
Illinois
$2.73M -$139K -1,075 -5%
SFG
222
StrategIQ Financial Group
Indiana
$2.69M -$132K -1,021 -5%
FCI
223
Financial Counselors Inc
Kansas
$2.66M -$202K -1,567 -7%
BCM
224
Bridgeway Capital Management
Texas
$2.58M +$2.58M +20,000 New
AI
225
Atria Investments
North Carolina
$2.55M -$1.23M -9,532 -32%
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