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iShares Russell 2000 Value ETF
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Overview Fund Activity

929 hedge funds and large institutions have $8.89B invested in iShares Russell 2000 Value ETF in 2022 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 312 increasing their positions, 282 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
929
Holders Change
+94
Holders Change %
+11.26%
% of All Funds
14.99%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.77%
New
161
Increased
312
Reduced
282
Closed
50
Calls
$16.5M
Puts
$84.4M
Net Calls
-$67.9M
Net Calls Change
+$118M

Top Buyers

1
B
Bailard
California
$57.3M
2
SV
Starboard Value
New York
$125M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$68.2M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$47.1M
5
Wells Fargo
Wells Fargo
California
$192M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$107M
2
FWI
Facet Wealth Inc
Maryland
$41.6M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$120M
5
Goldman Sachs
Goldman Sachs
New York
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
226
Financial Counselors Inc
Kansas
$3.07M +$207K +1,491 +7%
AIA
227
Alera Investment Advisors
Illinois
$3M +$1.4M +10,068 +87%
TYCC
228
Texas Yale Capital Corp
Florida
$2.95M – – –
MPM
229
MBB Public Markets
Illinois
$2.94M – – –
CG
230
Cutler Group
California
$2.93M +$2.66M +19,209 +999%
State Street
231
State Street
Massachusetts
$2.9M +$2.9M +20,900 New
IIC
232
Integrated Investment Consultants
Michigan
$2.89M -$1.08M -7,795 -27%
EWM
233
Empirical Wealth Management
Washington
$2.87M -$103K -740 -3%
SYBT
234
Stock Yards Bank & Trust
Kentucky
$2.87M +$251K +1,811 +10%
HI
235
Harbour Investments
Wisconsin
$2.85M +$350K +2,526 +14%
SCP
236
Stevens Capital Partners
Nebraska
$2.84M +$2.84M +20,478 New
IP
237
Investment Partners
Ohio
$2.83M -$357K -2,573 -11%
FWMM
238
Foundation Wealth Management (Missouri)
Missouri
$2.82M +$2.82M +20,348 New
KTA
239
Keeley-Teton Advisors
Illinois
$2.78M +$2.33M +16,821 +523%
SFG
240
StrategIQ Financial Group
Indiana
$2.76M -$132K -952 -5%
GAB
241
German American Bancorp
Indiana
$2.75M +$197K +1,418 +8%
IWC
242
Integrated Wealth Concepts
Massachusetts
$2.73M +$74.3K +536 +3%
Mercer Global Advisors
243
Mercer Global Advisors
Colorado
$2.72M +$205K +1,480 +8%
AWS
244
Atria Wealth Solutions
New York
$2.72M +$189K +1,366 +7%
CS
245
Credit Suisse
Switzerland
$2.69M -$2.41M -17,394 -47%
WAM
246
Weinberger Asset Management
California
$2.67M +$11.2K +81 +0.4%
Natixis Advisors
247
Natixis Advisors
Massachusetts
$2.63M +$2.63M +18,966 New
LBC
248
Lowe Brockenbrough & Co
Virginia
$2.62M +$523K +3,775 +25%
UB
249
UMB Bank
Missouri
$2.62M -$125K -901 -5%
Bank of Nova Scotia
250
Bank of Nova Scotia
Ontario, Canada
$2.61M +$1.22M +8,790 +87%
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