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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.

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 Market Value Shares Shares
Change 		Shares
Change %
WPW
76
Waldron Private Wealth
Pennsylvania
$20.4M 158,058 – –
CC
77
Courier Capital
New York
$20.1M 144,607 +3,451 +2%
Citadel Advisors
78
Citadel Advisors
Florida
$19.7M 141,763 +61,708 +77%
DPIM
79
Duff & Phelps Investment Management
Illinois
$19.5M 140,840 +1,050 +0.8%
Prudential Financial
80
Prudential Financial
New Jersey
$19.2M 138,212 +13,922 +11%
TWP
81
TFO Wealth Partners
Ohio
$19M 90,163 +89,610 +16,204%
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$18.8M 135,255 -22,957 -15%
ZF
83
Zhang Financial
Michigan
$18.2M 131,341 -3,327 -2%
JIC
84
Johnson Investment Counsel
Ohio
$17.7M 127,994 -1,731 -1%
Neuberger Berman Group
85
Neuberger Berman Group
New York
$17.5M 126,254 +113,918 +923%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$17.2M 124,056 +15,669 +14%
WF
87
WoodTrust Financial
Wisconsin
$17M 122,755 -9,140 -7%
FT
88
Fiduciary Trust
Massachusetts
$16.9M 122,083 -2,786 -2%
CCMLC
89
Cardinal Capital Management LLC (Connecticut)
Connecticut
$16.4M 118,148 +118,148 New
CG
90
Colony Group
Massachusetts
$15.4M 110,984 +1,244 +1%
MCWS
91
McKinley Carter Wealth Services
West Virginia
$14.8M 106,384 -3,334 -3%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$14.3M 102,999 +3,652 +4%
Creative Planning
93
Creative Planning
Kansas
$14.1M 101,585 +11,446 +13%
SF
94
Synovus Financial
Georgia
$14M 101,115 +1,365 +1%
CP
95
Covenant Partners
Tennessee
$14M 100,886 +8,299 +9%
AL
96
Aspiriant LLC
California
$13.5M 97,512 -3,579 -4%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$13.5M 97,309 +19,188 +25%
FSA
98
Financial Services Advisory
Maryland
$13M 93,951 +93,951 New
CWM
99
Concentric Wealth Management
California
$12.8M 92,029 +446 +0.5%
ACB
100
Aristotle Capital Boston
Massachusetts
$12.6M 90,956 -56,625 -38%
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4
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