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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
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 %
DMKJ
876
David M. Knott Jr
$12K – – –
LWA
877
Lowe Wealth Advisors
Maryland
$11.8K – – –
BC
878
Barrett & Company
Rhode Island
$11.8K – – –
CBT
879
Central Bank & Trust
Kentucky
$11.8K -$3.61K -26 -23%
1832 Asset Management
880
1832 Asset Management
Ontario, Canada
$11.6K – – –
CPG
881
Cornerstone Planning Group
New Jersey
$11.1K +$11.1K +77 New
OIA
882
Optimum Investment Advisors
Illinois
$11.1K -$1.11K -8 -9%
RPCA
883
Running Point Capital Advisors
California
$11.1K – – –
HFS
884
Hantz Financial Services
Michigan
$11K +$11K +79 New
RDFA
885
Ritter Daniher Financial Advisory
Ohio
$10.8K – – –
WBC
886
West Branch Capital
Massachusetts
$10.6K – – –
MIA
887
Milestone Investment Advisors
Wisconsin
$10.5K +$10.5K +76 New
SIC
888
Salem Investment Counselors
North Carolina
$10.4K +$10.4K +75 New
FFA
889
Founders Financial Alliance
North Carolina
$10.3K – – –
KOMWMG
890
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$10K +$10K +71 New
YDMI
891
Y.D. More Investments
Israel
$9.75K +$9.75K +70 New
MBFW
892
Morton Brown Family Wealth
Pennsylvania
$9.71K – – –
AWM
893
Angeles Wealth Management
California
$9.71K – – –
AWM
894
Accurate Wealth Management
Florida
$9.27K +$9.27K +65 New
CIAS
895
Capital Investment Advisory Services
North Carolina
$9.15K +$832 +6 +10%
KC
896
Kenfarb & Co
Kentucky
$8.87K – – –
SCA
897
Stonebridge Capital Advisors
Minnesota
$8.18K -$1.53K -11 -16%
BCMLT
898
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.18K – – –
SC
899
Stephens Consulting
Michigan
$6.93K – – –
CTA
900
Colonial Trust Advisors
South Carolina
$6.93K +$6.93K +50 New
34 35
36
37 38