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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 %
BIA
926
Bell Investment Advisors
California
$555 – – –
NMG
927
New Millennium Group
Utah
$416 – – –
DJSG
928
D.J. St. Germain
Massachusetts
$342 – – –
PWMG
929
Prestige Wealth Management Group
New Jersey
$277 – – –
CMP
930
Coston McIsaac & Partners
Maine
$104 – – –
WIM
931
Westside Investment Management
California
$32 +$27 +200 +571%
FCAG
932
First Capital Advisors Group
New Jersey
$1 – – –
Manulife (Manufacturers Life Insurance)
933
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$54.6M -423,718 Closed
MA
934
MUFG Americas
New York
– -$13.7M -106,106 Closed
SEM
935
Strategic Equity Management
Arizona
– -$9.71M -75,343 Closed
SCM
936
Stanley Capital Management
Texas
– -$7.9M -61,300 Closed
AP
937
Advisors Preferred
Maryland
– -$6.08M -45,982 Closed
KCM
938
Karp Capital Management
California
– -$5.05M -39,163 Closed
JHU
939
Johns Hopkins University
Maryland
– -$4.51M -35,000 Closed
Simplex Trading
940
Simplex Trading
Illinois
– -$3.96M -30,692 Closed
SWM
941
Shelton Wealth Management
Texas
– -$1.75M -13,534 Closed
REMPR
942
Roof Eidam Maycock Peralta (REMP)
California
– -$962K -7,458 Closed
WAS
943
Wealth Advisory Solutions
Indiana
– -$903K -7,000 Closed
FTUS
944
Flow Traders U.S.
New York
– -$843K -6,541 Closed
Renaissance Technologies
945
Renaissance Technologies
New York
– -$735K -5,700 Closed
PWMAG
946
Pinnacle Wealth Management Advisory Group
New Jersey
– -$644K -4,996 Closed
JAG
947
Journey Advisory Group
Kentucky
– -$599K -4,643 Closed
OMC
948
Old Mission Capital
Illinois
– -$581K -4,506 Closed
RIA
949
RPG Investment Advisory
California
– -$578K -4,486 Closed
FFN
950
Focus Financial Network
Minnesota
– -$468K -3,629 Closed
36 37
38
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