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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 %
MCC
801
Money Concepts Capital
Florida
$73.4K +$70.4K +508 +2,419%
RP
802
Rice Partnership
Hawaii
$69.3K – – –
CFD
803
Creative Financial Designs
Indiana
$67.8K -$416 -3 -0.6%
KTC
804
Kistler-Tiffany Companies
Pennsylvania
$63.2K +$1.8K +13 +3%
APC
805
Aspire Private Capital
North Carolina
$61K – – –
AP
806
Atwood & Palmer
Missouri
$60.9K +$60.9K +439 New
VWM
807
Valley Wealth Managers
New Jersey
$60.7K – – –
TWA
808
TCI Wealth Advisors
Arizona
$60.3K – – –
JFGIW
809
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59.5K – – –
MG
810
MilWealth Group
Wisconsin
$57.9K – – –
SWM
811
Sanctuary Wealth Management
Idaho
$56.7K +$56.7K +409 New
CB
812
CNB Bank
Pennsylvania
$56.4K -$2.91K -21 -5%
BBHC
813
Brown Brothers Harriman & Co
New York
$53.5K -$217K -1,563 -80%
CCA
814
Column Capital Advisors
Indiana
$51.5K +$694 +5 +1%
FNBOSM
815
First National Bank of South Miami
Florida
$50K – – –
AIM
816
Arcadia Investment Management
Michigan
$47K -$11.6K -84 -20%
RBC
817
Roble Belko & Company
Pennsylvania
$47K -$47.1K -341 -50%
BA
818
Ballast Advisors
Minnesota
$46.9K – – –
FP
819
Financial Perspectives
Minnesota
$45.3K +$139 +1 +0.3%
MAM
820
Marquette Asset Management
Minnesota
$44.9K – – –
HBW
821
Hazlett, Burt & Watson
West Virginia
$43K – – –
BFA
822
BBJS Financial Advisors
Washington
$43K +$43K +310 New
NFSG
823
Newbridge Financial Services Group
Florida
$41.7K +$139 +1 +0.3%
ACA
824
Aptus Capital Advisors
Alabama
$41.2K -$186K -1,342 -82%
PO
825
Private Ocean
California
$40.8K +$138 +1 +0.3%
31 32
33
34 35