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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 %
IWA
326
Intercontinental Wealth Advisors
Texas
$1.23M +$53.8K +382 +5%
CCT
327
Chemung Canal Trust
New York
$1.23M – – –
SCM
328
Stordahl Capital Management
Colorado
$1.22M +$50.1K +356 +4%
EAM
329
Eukles Asset Management
Ohio
$1.22M -$20.6K -146 -2%
AFG
330
Altiora Financial Group
Ohio
$1.21M – – –
HCA
331
Harbour Capital Advisors
Virginia
$1.21M -$15.6K -110 -1%
SFG
332
Sterling Financial Group
California
$1.2M -$859K -6,100 -42%
ACA
333
Anchor Capital Advisors
Massachusetts
$1.19M +$162K +1,152 +16%
VC
334
Veery Capital
Delaware
$1.19M +$54.4K +386 +5%
Carson Wealth (CWM LLC)
335
Carson Wealth (CWM LLC)
Nebraska
$1.19M -$113K -806 -9%
BAM
336
Berkshire Asset Management
Pennsylvania
$1.18M -$14.1K -100 -1%
CGA
337
Crescent Grove Advisors
Illinois
$1.17M +$247K +1,754 +27%
I2I
338
Insight 2811 Inc
Illinois
$1.17M -$16.8K -119 -1%
MPM
339
MBB Public Markets
Illinois
$1.14M – – –
FPAS
340
Focus Partners Advisor Solutions
Missouri
$1.13M +$59.7K +424 +6%
CCA
341
Cobblestone Capital Advisors
New York
$1.13M – – –
OC
342
Oppenheimer & Co
New York
$1.12M -$18K -128 -2%
BGIM
343
Brandywine Global Investment Management
Pennsylvania
$1.12M -$3.77M -26,770 -77%
GVAG
344
Great Valley Advisor Group
Delaware
$1.12M +$89.9K +638 +9%
JIR
345
James Investment Research
Ohio
$1.12M -$2.1M -14,934 -65%
AIM
346
Alhambra Investment Management
Florida
$1.11M -$9.72K -69 -0.9%
CAM
347
Cozad Asset Management
Illinois
$1.11M +$15.1K +107 +1%
SFA
348
Sequoia Financial Advisors
Ohio
$1.11M +$9.01K +64 +0.8%
FWP
349
Falcon Wealth Planning
California
$1.1M -$134K -950 -11%
HCC
350
Hirtle Callaghan & Co
Pennsylvania
$1.09M +$408K +2,898 +59%
12 13
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