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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 %
SPIA
276
Steward Partners Investment Advisory
New York
$1.63M +$152K +1,081 +10%
MLA
277
MB, Levis & Associates
Pennsylvania
$1.62M +$7.04K +50 +0.4%
AFA
278
American Financial Advisors
Georgia
$1.59M -$74.3K -528 -4%
AIA
279
Alera Investment Advisors
Illinois
$1.58M +$235K +1,670 +17%
WP
280
WealthSource Partners
California
$1.58M +$124K +880 +9%
DWT
281
Dorsey & Whitney Trust
South Dakota
$1.58M – – –
EWM
282
Evercore Wealth Management
New York
$1.57M -$4.37K -31 -0.3%
PA
283
Parallel Advisors
California
$1.55M -$97.3K -691 -6%
LB
284
Legacy Bridge
Iowa
$1.53M -$161K -1,145 -10%
QCG
285
Quadrant Capital Group
Ohio
$1.53M -$113K -800 -7%
Neuberger Berman Group
286
Neuberger Berman Group
New York
$1.53M -$543K -3,858 -26%
TSS
287
Two Sigma Securities
New York
$1.52M +$576K +4,094 +61%
SW
288
SkyOak Wealth
Michigan
$1.51M +$57.6K +409 +4%
FWP
289
FAS Wealth Partners
Kansas
$1.5M +$2.82K +20 +0.2%
Vanguard Group
290
Vanguard Group
Pennsylvania
$1.5M +$1.5M +10,624 New
EH
291
Equitable Holdings
New York
$1.49M -$319K -2,269 -18%
SGCA
292
Steel Grove Capital Advisors
Tennessee
$1.47M – – –
RFC
293
Regions Financial Corp
Alabama
$1.43M – – –
SWM
294
Shakespeare Wealth Management
Wisconsin
$1.43M -$62.5K -444 -4%
DA
295
Doliver Advisors
Texas
$1.42M +$1.42M +10,086 New
FPIS
296
Financial Planning & Information Services
Wisconsin
$1.42M -$13.1K -93 -0.9%
GJL
297
Gendell Jeffrey L
$1.41M +$1.41M +10,000 New
MCM
298
MV Capital Management
Maryland
$1.4M +$152K +1,080 +12%
Kovitz Investment Group Partners
299
Kovitz Investment Group Partners
Illinois
$1.4M +$115K +818 +9%
SPC
300
Sigma Planning Corp
Michigan
$1.4M -$67.7K -481 -5%
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