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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 %
BFEC
826
Benjamin F. Edwards & Company
Missouri
$40K +$40K +292 New
MS
827
Madden Securities
Texas
$38.8K +$38.8K +280 New
AWM
828
Accel Wealth Management
Iowa
$38.6K -$556 -4 -1%
UCB
829
United Community Bank
South Carolina
$37.9K – – –
First Manhattan
830
First Manhattan
New York
$35.2K – – –
BWA
831
BDO Wealth Advisors
Florida
$33.5K -$20.6K -149 -38%
AIC
832
Archer Investment Corporation
Indiana
$32K +$4.3K +31 +16%
SFA
833
Semmax Financial Advisors
North Carolina
$32K +$296 +2 +0.9%
AWM
834
Aspire Wealth Management
Massachusetts
$30.8K – – –
RFA
835
Resurgent Financial Advisors
Georgia
$30.8K +$30.8K +222 New
EI
836
Ellevest Inc
New York
$30.2K +$13.8K +100 +85%
GMA
837
Glassy Mountain Advisors
Maryland
$29.7K +$29.7K +214 New
GWS
838
Glassman Wealth Services
Virginia
$29.1K – – –
FPB
839
First PREMIER Bank
South Dakota
$29K – – –
CB
840
Community Bank
New York
$29K – – –
SIS
841
Sound Income Strategies
Florida
$28K – – –
BFO
842
Biltmore Family Office
North Carolina
$27.7K – – –
RDIA
843
RE Dickinson Investment Advisors
Iowa
$27K -$4.92K -35 -15%
CA
844
CoreCap Advisors
Michigan
$26.8K +$26.8K +193 New
DWMG
845
DB Wealth Management Group
California
$26.8K – – –
AAG
846
Armstrong Advisory Group
Massachusetts
$26.6K +$26.6K +192 New
PCTC
847
Perkins Coie Trust Company
Washington
$25.7K – – –
EWM
848
Endurance Wealth Management
Rhode Island
$24K – – –
HDIM
849
Hanson & Doremus Investment Management
Vermont
$24K +$3.17K +23 +15%
RG
850
Retirement Group
California
$23K +$11.7K +85 +104%
32 33
34
35 36