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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 %
PCIA
301
Prime Capital Investment Advisors
Kansas
$1.74M +$40.6K +293 +2%
FPIS
302
Financial Planning & Information Services
Wisconsin
$1.73M -$28.8K -208 -2%
FP
303
Factorial Partners
New York
$1.72M – – –
CCM
304
Carlson Capital Management
Minnesota
$1.72M -$4.16K -30 -0.2%
SSB
305
Sandy Spring Bank
Maryland
$1.71M +$141K +1,016 +9%
FWP
306
FAS Wealth Partners
Kansas
$1.7M -$110K -793 -6%
GC
307
Guggenheim Capital
Illinois
$1.7M -$76.1K -549 -4%
WAP
308
Wealthcare Advisory Partners
Pennsylvania
$1.67M +$4.58K +33 +0.3%
BBPWM
309
Blue Bell Private Wealth Management
Pennsylvania
$1.66M -$67.8K -489 -4%
BPA
310
Beacon Pointe Advisors
California
$1.66M +$251K +1,811 +18%
ACA
311
Anchor Capital Advisors
Massachusetts
$1.66M -$564K -4,065 -25%
FTS
312
Fifth Third Securities
Ohio
$1.65M -$78.5K -566 -5%
SPIA
313
Steward Partners Investment Advisory
New York
$1.64M -$441K -3,183 -21%
FMII
314
Farmers & Merchants Investments Inc
Nebraska
$1.64M – – –
EWM
315
Evercore Wealth Management
New York
$1.62M -$1.53K -11 -0.1%
VWA
316
Visionary Wealth Advisors
Illinois
$1.6M +$540K +3,893 +51%
PA
317
Parallel Advisors
California
$1.6M +$124K +894 +8%
LWCFA
318
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.6M – – –
QCG
319
Quadrant Capital Group
Ohio
$1.58M -$4.44K -32 -0.3%
IAG
320
Ipsen Advisor Group
Arkansas
$1.58M +$1.58M +11,371 New
MLA
321
MB, Levis & Associates
Pennsylvania
$1.57M +$1.57M +11,358 New
BIA
322
BHK Investment Advisors
Alabama
$1.55M -$284K -2,046 -15%
FWTB
323
First Western Trust Bank
Colorado
$1.55M +$407K +2,938 +36%
NRI
324
NFP Retirement Inc
California
$1.55M +$300K +2,162 +24%
RFC
325
Regions Financial Corp
Alabama
$1.51M +$272K +1,958 +22%
11 12
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