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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
+$112M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$77.8M
3
Morgan Stanley
Morgan Stanley
New York
+$51.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$46M
5
BCIM
Bishop & Co Investment Management
Pennsylvania
+$45.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$135M
2
JRP
Jasper Ridge Partners
California
-$45M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
-$33.8M
4
TF
TIAA FSB
Florida
-$31.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Boston Partners
251
Boston Partners
Massachusetts
$2.1M -$2.69M -19,082 -56%
MCWS
252
McKinley Carter Wealth Services
West Virginia
$2.09M -$660K -4,684 -24%
WSFS
253
Wilmington Savings Fund Society
Delaware
$2.06M -$317K -2,254 -13%
WPWM
254
Windward Private Wealth Management
Kansas
$2.04M – – –
TPCW
255
TD Private Client Wealth
New York
$1.98M -$130K -920 -6%
PFP
256
Pinnacle Financial Partners
Tennessee
$1.96M -$23.2K -165 -1%
CWA
257
Cornerstone Wealth Advisors
Minnesota
$1.89M -$62K -440 -3%
HR
258
Hardy Reed
Mississippi
$1.87M – – –
BIA
259
BHK Investment Advisors
Alabama
$1.86M -$52.5K -373 -3%
WAP
260
Wealthcare Advisory Partners
Pennsylvania
$1.84M -$63.2K -449 -3%
TW
261
Towerpoint Wealth
California
$1.83M -$18.2K -129 -1%
BPA
262
Beacon Pointe Advisors
California
$1.83M +$65.5K +465 +4%
SSB
263
Sandy Spring Bank
Maryland
$1.83M +$46.9K +333 +3%
GC
264
Guggenheim Capital
Illinois
$1.78M +$163K +1,156 +10%
MWM
265
Maltin Wealth Management
New Jersey
$1.77M -$37.5K -266 -2%
KA
266
Klingman & Associates
New York
$1.77M – – –
RC
267
Roundview Capital
New Jersey
$1.76M -$41.5K -295 -2%
MCM
268
Moore Capital Management
New York
$1.76M -$106K -750 -6%
VF
269
Vawter Financial
Ohio
$1.76M +$5.07K +36 +0.3%
CCM
270
Carlson Capital Management
Minnesota
$1.75M +$1.41K +10 +0.1%
FMII
271
Farmers & Merchants Investments Inc
Nebraska
$1.73M -$235K -1,670 -12%
GRP
272
Global Retirement Partners
California
$1.67M -$155K -1,098 -8%
FTS
273
Fifth Third Securities
Ohio
$1.65M +$31.8K +226 +2%
BMCM
274
Bryn Mawr Capital Management
Pennsylvania
$1.64M -$140K -992 -8%
VWA
275
Visionary Wealth Advisors
Illinois
$1.63M -$25.2K -179 -2%
9 10
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