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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 %
OSAM
851
O'Shaughnessy Asset Management
Connecticut
$22.9K – – –
MA
852
MCF Advisors
Kentucky
$22.6K – – –
WOSD
853
WFA of San Diego
California
$22.2K +$22.2K +160 New
SN
854
Sittner & Nelson
Oregon
$20.9K – – –
IRC
855
Investors Research Corp
Georgia
$20.8K – – –
MMG
856
Monetary Management Group
Missouri
$20.8K – – –
GIA
857
Goodwin Investment Advisory
Georgia
$20.7K +$20.7K +149 New
EE
858
EWG Elevate
California
$19.4K +$19.4K +140 New
CT
859
Clearstead Trust
Maine
$19K – – –
GEA
860
Glen Eagle Advisors
New Jersey
$19K – – –
BWM
861
BerganKDV Wealth Management
Minnesota
$18.8K +$4.71K +34 +33%
AIA
862
Armor Investment Advisors
North Carolina
$18K – – –
AWM
863
Abound Wealth Management
Tennessee
$17.8K – – –
PA
864
PSI Advisors
Florida
$17.3K +$17.3K +125 New
RIA
865
Realta Investment Advisors
Delaware
$16.2K -$5.96K -43 -27%
LS
866
Leelyn Smith
Illinois
$15.4K – – –
AF
867
Affiance Financial
Minnesota
$14.8K – – –
CWA
868
Core Wealth Advisors
Florida
$14.6K – – –
EW
869
Element Wealth
Mississippi
$14.4K +$138 +1 +1%
MS
870
Marshall & Sullivan
Washington
$14.3K +$14.3K +103 New
RMC
871
Resources Management Corp
Connecticut
$14K – – –
HWM
872
Horizons Wealth Management
North Carolina
$14K – – –
HNWAG
873
High Net Worth Advisory Group
Florida
$13.9K +$12.5K +90 +900%
BWL
874
Bogart Wealth LLC
Virginia
$13.2K – – –
IFAM
875
Institutional & Family Asset Management
Colorado
$12.5K +$1.11K +8 +10%
33 34
35
36 37