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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 %
AF
251
Advisornet Financial
Minnesota
$2.6M +$191K +1,376 +8%
WSFS
252
Wilmington Savings Fund Society
Delaware
$2.57M -$57K -411 -2%
LL
253
LWMG LLC
Minnesota
$2.52M +$2.52M +18,207 New
GWM
254
Geneos Wealth Management
Colorado
$2.47M +$94.2K +679 +4%
NC
255
NovaPoint Capital
Georgia
$2.47M -$499K -3,595 -17%
William Blair Investment Management
256
William Blair Investment Management
Illinois
$2.45M +$2.45M +17,664 New
Hudson Bay Capital Management
257
Hudson Bay Capital Management
Connecticut
$2.43M +$2.43M +17,500 New
AI
258
Atria Investments
North Carolina
$2.42M -$325K -2,342 -12%
WDG
259
Wealth Dimensions Group
Ohio
$2.4M -$293K -2,116 -11%
ICG
260
InterOcean Capital Group
Tennessee
$2.38M +$2.1M +15,168 +760%
CHC
261
City Holding Co
West Virginia
$2.36M +$971 +7 +0%
AMG
262
Asset Management Group
Connecticut
$2.27M +$30.6K +221 +1%
AB
263
Atlas Brown
Kentucky
$2.26M -$949K -6,841 -30%
BC
264
Bartlett & Co
Ohio
$2.18M -$50.5K -364 -2%
SLT
265
St Louis Trust
Missouri
$2.18M -$1.86M -13,416 -46%
BCWM
266
Bartlett & Co Wealth Management
Ohio
$2.18M -$50.5K -364 -2%
VW
267
Vance Wealth
California
$2.14M +$220K +1,585 +11%
CI
268
Cavalier Investments
Georgia
$2.14M +$2.14M +15,428 New
WA
269
Wealth Architects
California
$2.12M -$19.4K -140 -0.9%
OAM
270
Oppenheimer Asset Management
New York
$2.11M +$1.83M +13,222 +668%
KPWS
271
Kestra Private Wealth Services
Texas
$2.09M -$143K -1,032 -6%
ZCM
272
Ziegler Capital Management
Illinois
$2.07M +$2.07M +14,957 New
WPWM
273
Windward Private Wealth Management
Kansas
$2.06M -$295K -2,129 -13%
NWA
274
New World Advisors
Massachusetts
$2.04M +$2.04M +14,691 New
SFG
275
Sterling Financial Group
California
$2.03M +$2.03M +14,645 New
9 10
11
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