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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.

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

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$107M
2
FWI
2
Facet Wealth Inc
Maryland
$41.6M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$120M
5
Goldman Sachs
5
Goldman Sachs
New York
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
26
Kayne Anderson Rudnick Investment Management
California
$68.2M +$38.8M +279,222 +131%
CB
27
Commerce Bank
Missouri
$67.1M -$391K -2,823 -0.6%
CCWM
28
Cassaday & Co Wealth Management
Virginia
$66.2M +$66.2M +477,213 New
GHA
29
GW Henssler & Associates
Georgia
$63.4M -$1.83M -13,189 -3%
B
30
Bailard
California
$57.3M +$52.3M +376,915 +1,031%
Victory Capital Management
31
Victory Capital Management
Texas
$50.5M +$487K +3,510 +1%
SRA
32
Summit Rock Advisors
New York
$47.9M +$886K +6,388 +2%
ANTB
33
AMG National Trust Bank
Colorado
$47.5M +$2.3M +16,592 +5%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$47.1M +$27M +173,494 +135%
RJA
35
Raymond James & Associates
Florida
$45.9M +$830K +5,986 +2%
EWA
36
EP Wealth Advisors
California
$45.9M -$4.71M -33,954 -9%
SEI Investments
37
SEI Investments
Pennsylvania
$45.7M -$8.58M -61,843 -16%
BPWM
38
Badgley Phelps Wealth Managers
Washington
$44.5M -$1.18M -8,506 -3%
Brown Advisory
39
Brown Advisory
Maryland
$42.9M -$1.17M -8,473 -3%
Allspring Global Investments
40
Allspring Global Investments
North Carolina
$42.2M +$48.5K +350 +0.1%
HSA
41
HBK Sorce Advisory
Pennsylvania
$41.8M +$13.3M +95,673 +47%
BlackRock
42
BlackRock
New York
$41.7M +$9.78M +70,549 +31%
FWI
43
Facet Wealth Inc
Maryland
$41.6M -$86.2M -571,315 -67%
Ameriprise
44
Ameriprise
Minnesota
$41.6M +$1.57M +11,335 +4%
SW
45
SVB Wealth
Massachusetts
$40.6M +$9.98K +72 +0%
Truist Financial
46
Truist Financial
North Carolina
$40M +$5.59M +40,331 +16%
WT
47
Whittier Trust
California
$38.7M -$304K -2,195 -0.8%
SI
48
Stephens Inc
Arkansas
$36.6M -$3.05M -22,013 -8%
MCM
49
MAI Capital Management
Ohio
$35.6M +$2.71M +19,578 +8%
CFM
50
Comprehensive Financial Management
California
$32M – – –
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