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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 %
WWM
126
Windsor Wealth Management
Indiana
$9.23M +$5.56M +39,204 +152%
MGIA
127
Moneta Group Investment Advisors
Missouri
$9.22M -$1.91M -12,531 -17%
FHA
128
First Horizon Advisors
Tennessee
$8.9M +$85.1K +614 +1%
SBH
129
Segall Bryant & Hamill
Illinois
$8.79M -$934K -6,736 -10%
KeyBank National Association
130
KeyBank National Association
Ohio
$8.65M +$358K +2,579 +4%
CWC
131
Carolinas Wealth Consulting
North Carolina
$8.54M +$124K +894 +1%
PLU
132
Performa Ltd (US)
South Carolina
$8.5M – – –
SWPG
133
Strategic Wealth Partners Group
Illinois
$8.5M -$229K -1,653 -3%
MML Investors Services
134
MML Investors Services
Massachusetts
$8.39M -$138K -992 -2%
IFA
135
Interactive Financial Advisors
Illinois
$8.37M +$184K +1,326 +2%
HIA
136
Harbor Investment Advisory
Maryland
$8.35M +$581K +4,192 +7%
BCM
137
Brookstone Capital Management
Illinois
$8.29M -$1.43M -10,082 -15%
RFA
138
RTD Financial Advisors
Pennsylvania
$8.08M -$22.9K -165 -0.3%
TWC
139
TD Waterhouse Canada
Ontario, Canada
$8.03M -$849K -4,902 -10%
EARNEST Partners
140
EARNEST Partners
Georgia
$8.01M +$4.77M +34,421 +147%
William Blair & Company
141
William Blair & Company
Illinois
$7.87M +$2.65M +19,113 +51%
PGFC
142
Peapack-Gladstone Financial Corp
New Jersey
$7.74M +$75.3K +543 +1%
AAS
143
Avantax Advisory Services
Texas
$7.69M +$3.56M +25,646 +86%
KAS
144
Kestra Advisory Services
Texas
$7.66M +$203K +1,463 +3%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$7.58M +$6.63M +47,786 +695%
SCM
146
Shapiro Capital Management
Georgia
$7.5M -$1.32M -9,500 -15%
NA
147
NewEdge Advisors
Louisiana
$7.49M +$766K +6,154 +11%
Millennium Management
148
Millennium Management
New York
$7.49M -$5.87M -42,296 -44%
TAM
149
Tocqueville Asset Management
New York
$7.49M +$28.8K +208 +0.4%
Fidelity Investments
150
Fidelity Investments
Massachusetts
$7.46M -$368K -2,656 -5%
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6
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