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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 Market Value Shares Shares
Change 		Shares
Change %
CWA
1
CM Wealth Advisors
Ohio
$5.12B 39,749 -10,349 -21%
Morgan Stanley
2
Morgan Stanley
New York
$917M 7,114,408 -627,184 -8%
Bank of America
3
Bank of America
North Carolina
$802M 6,223,563 -277,782 -4%
TF
4
TIAA FSB
Florida
$361M 2,796,604 +20,475 +0.7%
APF
5
Alaska Permanent Fund
Alaska
$331M 2,571,047 +1,478,257 +135%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$251M 1,943,939 +32,116 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$232M 1,797,555 -7,092 -0.4%
Goldman Sachs
8
Goldman Sachs
New York
$179M 1,388,984 -26,662 -2%
Betterment LLC
9
Betterment LLC
New York
$172M 1,260,025 – –
UBS Group
10
UBS Group
Switzerland
$169M 1,313,318 +24,599 +2%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$160M 1,241,317 +92,226 +8%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$157M 1,220,173 +71,891 +6%
Wells Fargo
13
Wells Fargo
California
$155M 1,199,606 -78,619 -6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$143M 1,106,915 +13,011 +1%
FWI
15
Facet Wealth Inc
Maryland
$122M 847,205 +131,769 +18%
DADC
16
D.A. Davidson & Co
Montana
$119M 919,576 +18,693 +2%
Northern Trust
17
Northern Trust
Illinois
$109M 843,768 -63,943 -7%
JRP
18
Jasper Ridge Partners
California
$99.8M 774,306 +101,918 +15%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$91.5M 709,868 -52,793 -7%
LPL Financial
20
LPL Financial
California
$85.5M 663,431 +8,796 +1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$83.3M 646,194 +23,943 +4%
M&T Bank
22
M&T Bank
New York
$81.2M 630,042 -35,058 -5%
SV
23
Starboard Value
New York
$77.4M 600,000 +600,000 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$75.2M 583,074 +57,913 +11%
US Bancorp
25
US Bancorp
Minnesota
$69.4M 538,386 +46,316 +9%
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