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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 %
CSC
901
Caldwell Sutter Capital
California
$6.66K +$6.66K +48 New
TFS
902
TrustCore Financial Services
Tennessee
$6.24K – – –
MFC
903
Mechanics Financial Corp
Ohio
$6K – – –
BWP
904
Baldwin Wealth Partners
Massachusetts
$5.55K +$5.55K +40 New
TVWM
905
Tower View Wealth Management
Wisconsin
$5K -$541 -4 -10%
RCM
906
Rain Capital Management
Oregon
$4.85K +$4.85K +35 New
ME
907
McIlrath & Eck
Washington
$4.44K – – –
TAM
908
Tucker Asset Management
Colorado
$4.04K +$4.04K +29 New
HCP
909
Hexagon Capital Partners
Arkansas
$4.02K -$31.6K -228 -89%
PP
910
PrairieView Partners
Minnesota
$4K -$1.73K -13 -30%
MWM
911
Mascoma Wealth Management
New Hampshire
$3.88K +$3.88K +28 New
SWA
912
Sutton Wealth Advisors
Florida
$3.74K – – –
MAWA
913
Moss Adams Wealth Advisors
Washington
$3.33K +$3.33K +24 New
FFA
914
Farther Finance Advisors
California
$3.05K +$3.05K +22 New
RBA
915
Richard Bernstein Advisors
New York
$3.05K -$8.73K -63 -74%
BC
916
Belmont Capital
California
$3K – – –
JFA
917
JNBA Financial Advisors
Minnesota
$2.92K – – –
BCPWM
918
Bradley & Co Private Wealth Management
Florida
$2.64K – – –
FA
919
Fiduciary Alliance
South Carolina
$2.64K +$2.64K +19 New
MCA
920
Maryland Capital Advisors
Maryland
$2.36K – – –
KM
921
Kalos Management
Georgia
$2.36K +$2.36K +17 New
TF
922
TimeScale Financial
Massachusetts
$1.81K – – –
WWP
923
WR Wealth Planners
Missouri
$1.66K +$1.66K +12 New
JWM
924
Janiczek Wealth Management
Colorado
$738 – – –
CWP
925
Concord Wealth Partners
Virginia
$698 +$698 +5 New
35 36
37
38 39