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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
Bailard
California
$57.3M
2
SV
Starboard Value
New York
$125M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$68.2M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$47.1M
5
Wells Fargo
Wells Fargo
California
$192M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$107M
2
FWI
Facet Wealth Inc
Maryland
$41.6M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$120M
5
Goldman Sachs
Goldman Sachs
New York
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
176
Marion Wealth Management
Pennsylvania
$5.51M +$930K +6,709 +20%
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$5.44M -$219K -2,293 -4%
AC
178
ASB Consultores
Florida
$5.34M +$5.34M +38,475 New
TFA
179
Tobias Financial Advisors
Florida
$5.31M +$450K +3,248 +9%
IFO
180
Independent Family Office
New York
$5.3M – – –
CAM
181
Cresset Asset Management
Illinois
$5.21M -$88K -803 -2%
HW
182
Hancock Whitney
Mississippi
$5.16M -$16.9K -122 -0.3%
SC
183
Sepio Capital
Utah
$5.15M +$5.15M +37,122 New
OFG
184
Oxford Financial Group
Indiana
$5.08M -$95.4K -688 -2%
CA
185
Cetera Advisors
Colorado
$4.94M +$670K +4,832 +16%
WIC
186
Whitegate Investment Counselors
New Hampshire
$4.86M -$319K -2,301 -6%
DSA
187
Droms Strauss Advisors
Missouri
$4.73M +$555 +4 +0%
UAS
188
United Asset Strategies
New York
$4.63M +$322K +2,322 +7%
BCM
189
Bridgeway Capital Management
Texas
$4.6M +$1.83M +13,200 +66%
BF
190
BOK Financial
Oklahoma
$4.57M +$29.4K +212 +0.6%
PFO
191
Pathstone Family Office
New Jersey
$4.56M +$273K +1,966 +6%
MAM
192
McLean Asset Management
Virginia
$4.52M -$19.6K -141 -0.4%
Wellington Management Group
193
Wellington Management Group
Massachusetts
$4.5M +$430K +3,103 +11%
WFS
194
Widmann Financial Services
Maryland
$4.47M +$91.8K +662 +2%
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
$4.46M -$1.8M -12,996 -29%
Comerica Bank
196
Comerica Bank
Texas
$4.42M -$727K -4,914 -14%
SWM
197
Southern Wealth Management
Texas
$4.36M -$1.75M -12,598 -29%
TC
198
Titleist Capital
Texas
$4.35M +$419K +3,021 +11%
IC
199
Innealta Capital
Texas
$4.32M +$3.25M +23,428 +304%
FCFC
200
First Commonwealth Financial Corp
Pennsylvania
$4.2M +$343K +2,477 +9%
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