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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 %
BWA
276
Beam Wealth Advisors
Louisiana
$2.03M +$367K +2,646 +22%
GC
277
Grimes & Company
Massachusetts
$2.02M +$23K +166 +1%
PFWA
278
Paces Ferry Wealth Advisors
Georgia
$2.02M +$2.02M +14,593 New
Thrivent Financial for Lutherans
279
Thrivent Financial for Lutherans
Minnesota
$2.02M +$1.34M +9,639 +196%
SBL
280
Sargent Bickham Lagudis
Colorado
$1.99M +$1.99M +14,365 +71,825%
Corient Private Wealth
281
Corient Private Wealth
Florida
$1.98M +$1.98M +14,352 New
LTL
282
Lowery Thomas LLC
California
$1.97M -$158K -1,139 -7%
PFP
283
Pinnacle Financial Partners
Tennessee
$1.95M +$643K +4,640 +49%
CWA
284
Cornerstone Wealth Advisors
Minnesota
$1.92M -$268K -1,935 -12%
TW
285
Towerpoint Wealth
California
$1.91M -$192K -1,384 -9%
HR
286
Hardy Reed
Mississippi
$1.85M -$1.34M -9,695 -42%
LB
287
Legacy Bridge
Iowa
$1.84M – – –
VF
288
Vawter Financial
Ohio
$1.83M +$1.83M +13,209 New
AFA
289
American Financial Advisors
Georgia
$1.82M +$6.66K +48 +0.4%
GRP
290
Global Retirement Partners
California
$1.82M +$13.7K +99 +0.8%
CCWA
291
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.81M +$1.81M +13,070 New
WB
292
West Bancorporation
Iowa
$1.81M +$117K +846 +7%
VCP
293
Verus Capital Partners
Arizona
$1.8M +$674K +4,858 +60%
RC
294
Roundview Capital
New Jersey
$1.79M -$1.8K -13 -0.1%
BMCM
295
Bryn Mawr Capital Management
Pennsylvania
$1.78M -$20.4K -147 -1%
American Century Companies
296
American Century Companies
Missouri
$1.77M +$1.77M +12,763 New
CIM
297
Confluence Investment Management
Missouri
$1.76M +$1.52M +10,983 +636%
EH
298
Equitable Holdings
New York
$1.76M +$382K +2,754 +28%
MWM
299
Maltin Wealth Management
New Jersey
$1.76M -$670K -4,832 -28%
KA
300
Klingman & Associates
New York
$1.74M – – –
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12
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