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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 %
FHB
301
First Hawaiian Bank
Hawaii
$1.4M +$1.4M +9,919 New
MWM
302
Meridian Wealth Management
Kentucky
$1.38M -$44.1K -313 -3%
CCG
303
Cypress Capital Group
Florida
$1.38M -$9.29K -66 -0.7%
PFWA
304
Paces Ferry Wealth Advisors
Georgia
$1.38M +$422 +3 +0%
VFA
305
Valeo Financial Advisors
Indiana
$1.36M +$9.72K +69 +0.7%
ATC
306
Argent Trust Co
Tennessee
$1.36M +$3.66K +26 +0.3%
LWCFA
307
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.35M -$226K -1,608 -14%
CIC
308
Carnegie Investment Counsel
Ohio
$1.35M +$64.9K +461 +5%
HNB
309
Huntington National Bank
Ohio
$1.35M -$1.38M – –
BBPWM
310
Blue Bell Private Wealth Management
Pennsylvania
$1.34M -$150K -1,066 -10%
ONB
311
Old National Bancorp
Indiana
$1.34M -$291K -2,064 -18%
Cohen & Steers
312
Cohen & Steers
New York
$1.32M – – –
CA
313
Clearstead Advisors
Ohio
$1.32M +$138K +982 +12%
LTL
314
Lowery Thomas LLC
California
$1.31M +$2.11K +15 +0.2%
SF
315
Summit Financial
New Jersey
$1.29M -$30.3K -215 -2%
6F
316
626 Financial
Michigan
$1.28M -$235K -1,672 -15%
FWTB
317
First Western Trust Bank
Colorado
$1.28M -$251K -1,780 -16%
PFA
318
Pettinga Financial Advisors
Indiana
$1.27M -$32.7K -232 -3%
CW
319
CreativeOne Wealth
Kansas
$1.26M +$67.3K +478 +6%
TFF
320
The Family Firm
Maryland
$1.26M +$15.6K +111 +1%
FBB
321
Fulton Breakefield Broenniman
Maryland
$1.25M -$66.7K -474 -5%
ACA
322
Atlas Capital Advisors
Wyoming
$1.24M +$417K +2,963 +50%
MFG
323
Magnus Financial Group
New York
$1.24M +$400K +2,842 +48%
ACA
324
Affinity Capital Advisors
California
$1.24M -$49.4K -351 -4%
WTB
325
Washington Trust Bank
Washington
$1.23M +$282 +2 +0%
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