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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 %
XF
201
XML Financial
Maryland
$4.18M +$29.3K +211 +0.7%
PFBT
202
Parkside Financial Bank & Trust
Missouri
$3.92M -$26.5K -191 -0.7%
OFS
203
Oldfather Financial Services
Nebraska
$3.9M +$347K +2,504 +10%
RWG
204
Regal Wealth Group
California
$3.86M +$46.5K +335 +1%
HWM
205
HB Wealth Management
Georgia
$3.79M -$71.4K -515 -2%
RCP
206
Rothschild Capital Partners
New York
$3.74M -$2.91M -20,880 -44%
AI
207
Ariel Investments
Illinois
$3.74M +$1.19M +8,588 +47%
AWA
208
Archvest Wealth Advisors
California
$3.64M -$12.5K -90 -0.3%
ACG
209
Allen Capital Group
Nebraska
$3.64M +$3.64M +26,219 New
RWA
210
Redmont Wealth Advisors
Illinois
$3.63M -$408K -2,944 -10%
FSWA
211
Financial Synergies Wealth Advisors
Texas
$3.58M -$85.1K -614 -2%
RZH
212
Relyea Zuckerberg Hanson
Connecticut
$3.47M -$1.62M -11,690 -32%
GIA
213
GHP Investment Advisors
Colorado
$3.41M -$173K -1,247 -5%
GLLW
214
Graves Light Lenhart Wealth
Virginia
$3.38M -$28.3K -204 -0.8%
WA
215
Wasatch Advisors
Utah
$3.34M +$3.34M +24,052 New
VCM
216
Viewpoint Capital Management
Washington
$3.33M +$676K +4,875 +25%
LSPW
217
Lake Street Private Wealth
Illinois
$3.3M +$57.1K +412 +2%
SCM
218
SCS Capital Management
Massachusetts
$3.3M – – –
CCB
219
Country Club Bank
Missouri
$3.28M -$143K -1,028 -4%
RFWA
220
RPg Family Wealth Advisory
Massachusetts
$3.25M -$194K -1,399 -6%
JIR
221
James Investment Research
Ohio
$3.25M -$500K -3,604 -13%
PP
222
Prosperity Planning
Missouri
$3.19M – – –
MAM
223
Meeder Asset Management
Ohio
$3.11M -$561K -4,046 -15%
BIM
224
Bridges Investment Management
Nebraska
$3.09M – – –
RJT
225
Raymond James Trust
Florida
$3.08M +$7.07K +51 +0.2%
7 8
9
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