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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 %
BBP
951
Banco BTG Pactual
Brazil
– -$429K -3,326 Closed
VI
952
Versor Investments
New York
– -$419K -3,250 Closed
KFA
953
Kelleher Financial Advisors
New York
– -$376K -2,920 Closed
MWA
954
Martel Wealth Advisors
Washington
– -$354K -2,745 Closed
CI
955
CX Institutional
Indiana
– -$319K -2,477 Closed
SFFS
956
Stonehage Fleming Financial Services
Jersey
– -$313K -2,434 Closed
CHP
957
Cable Hill Partners
Oregon
– -$301K -2,332 Closed
CM
958
Columbus Macro
Pennsylvania
– -$291K -2,256 Closed
MCM
959
Manchester Capital Management
Vermont
– -$268K -2,079 Closed
FCBT
960
First Citizens Bank & Trust
North Carolina
– -$248K -1,921 Closed
WWM
961
Western Wealth Management
Colorado
– -$242K -1,885 Closed
HF
962
HRT Financial
New York
– -$239K -1,858 Closed
CA
963
Cornerstone Advisory
Maryland
– -$215K -1,670 Closed
PA
964
Parkside Advisors
California
– -$207K -1,607 Closed
HGERS
965
Householder Group Estate & Retirement Specialist
Arizona
– -$95K -738 Closed
TC
966
Truvestments Capital
Florida
– -$58K -450 Closed
IAMOG
967
Investors Asset Management of Georgia
Georgia
– -$55K -430 Closed
FA
968
Flagstar Advisors
New York
– -$54.2K -420 Closed
GI
969
Gradient Investments
Minnesota
– -$32K -251 Closed
AIP
970
Almanack Investment Partners
Pennsylvania
– -$32K -244 Closed
SWM
971
Selective Wealth Management
Virginia
– -$23K -176 Closed
CAAS
972
Capital Asset Advisory Services
Michigan
– -$16K -126 Closed
M1FG
973
Mach-1 Financial Group
Arkansas
– -$12K -105 Closed
LDFR
974
Lehman & Derafelo Financial Resources
Pennsylvania
– -$12K -95 Closed
ODG
975
O'Dell Group
Ohio
– -$12K -90 Closed
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