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iShares Russell 2000 Value ETF
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Overview Fund Activity

880 hedge funds and large institutions have $8.28B invested in iShares Russell 2000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 260 increasing their positions, 347 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
880
Holders Change
+14
Holders Change %
+1.62%
% of All Funds
13.88%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.52%
New
71
Increased
260
Reduced
347
Closed
50
Calls
$24.2M
Puts
$63.5M
Net Calls
-$39.3M
Net Calls Change
+$17.7M

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
$124M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$84.7M
3
Morgan Stanley
Morgan Stanley
New York
$992M
4
Corient Private Wealth
Corient Private Wealth
Florida
$49.9M
5
BCIM
Bishop & Co Investment Management
Pennsylvania
$45.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$73.7M
2
JRP
Jasper Ridge Partners
California
$59.5M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
$0
4
TF
TIAA FSB
Florida
$352M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$72.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
226
Empirical Wealth Management
Washington
$2.58M +$61.4K +436 +2%
RFWA
227
RPg Family Wealth Advisory
Massachusetts
$2.58M -$1.53M -10,836 -37%
UB
228
UMB Bank
Missouri
$2.58M +$5.07K +36 +0.2%
VW
229
Vance Wealth
California
$2.58M -$270K -1,921 -10%
SYBT
230
Stock Yards Bank & Trust
Kentucky
$2.57M -$293K -2,080 -10%
Lido Advisors
231
Lido Advisors
California
$2.52M -$548K -3,892 -18%
VCP
232
Verus Capital Partners
Arizona
$2.52M +$413K +2,932 +20%
LBC
233
Lowe Brockenbrough & Co
Virginia
$2.5M -$43.2K -307 -2%
FCFC
234
First Commonwealth Financial Corp
Pennsylvania
$2.49M -$389K -2,766 -14%
Citigroup
235
Citigroup
New York
$2.42M -$17.7M -125,595 -88%
CHC
236
City Holding Co
West Virginia
$2.41M +$4.93K +35 +0.2%
MOACM
237
Mutual of America Capital Management
New York
$2.39M +$2.39M +16,960 New
CWM
238
Concentric Wealth Management
California
$2.37M -$10.7M -76,260 -82%
BCWM
239
Bartlett & Co Wealth Management
Ohio
$2.33M +$79.8K +567 +4%
BC
240
Bartlett & Co
Ohio
$2.33M +$79.8K +567 +4%
SCP
241
Stevens Capital Partners
Nebraska
$2.31M -$148K -1,051 -6%
RZH
242
Relyea Zuckerberg Hanson
Connecticut
$2.3M -$1.27M -8,990 -35%
AMG
243
Asset Management Group
Connecticut
$2.29M -$21.5K -153 -0.9%
GC
244
Grimes & Company
Massachusetts
$2.23M – – –
SLT
245
St Louis Trust
Missouri
$2.21M – – –
WDG
246
Wealth Dimensions Group
Ohio
$2.2M -$141K -1,000 -6%
WB
247
West Bancorporation
Iowa
$2.19M -$72.1K -512 -3%
KTA
248
Keeley-Teton Advisors
Illinois
$2.18M -$77.2K -548 -3%
WA
249
Wealth Architects
California
$2.15M – – –
GWM
250
Geneos Wealth Management
Colorado
$2.13M -$384K -2,726 -15%
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