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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 %
LI
351
LMCG Investments
Massachusetts
$1.09M -$110K -781 -9%
EWA
352
Exencial Wealth Advisors
Oklahoma
$1.08M +$10.3K +73 +1%
NRI
353
NFP Retirement Inc
California
$1.08M -$171K -1,217 -14%
WCF
354
West Coast Financial
California
$1.08M -$72.5K -515 -6%
TA
355
TFB Advisors
Kansas
$1.08M +$1.08M +7,665 New
FOA
356
Five Oceans Advisors
California
$1.08M -$19.7K -140 -2%
PPC
357
Park Place Capital
Alabama
$1.07M – – –
AWM
358
AE Wealth Management
Kansas
$1.07M +$148K +1,051 +16%
BCM
359
Becker Capital Management
Oregon
$1.06M -$66.9K -475 -6%
AHC
360
Anderson Hoagland & Co
Missouri
$1.06M – – –
ECG
361
Edge Capital Group
Georgia
$1.05M +$371K +2,634 +55%
RB
362
Renasant Bank
Mississippi
$1.02M – – –
CWM
363
Cornerstone Wealth Management
Missouri
$1.02M +$110K +780 +12%
WP
364
WealthPLAN Partners
Nebraska
$1.02M +$142K +1,007 +16%
QT
365
Quantbot Technologies
New York
$1.02M +$1.02M +7,230 New
LGG
366
Luts & Greenleigh Group
Maryland
$1.01M +$91.9K +653 +10%
MFC
367
Morris Financial Concepts
South Carolina
$1.01M +$986 +7 +0.1%
ACM
368
Alamar Capital Management
California
$1.01M +$153K +1,090 +18%
Susquehanna International Group
369
Susquehanna International Group
Pennsylvania
$1M -$6.09M -43,269 -86%
PAI
370
Pittenger & Anderson Inc
Nebraska
$1M – – –
GFWA
371
Grey Fox Wealth Advisors
Delaware
$998K -$13.9K -99 -1%
CI Investments Inc
372
CI Investments Inc
Ontario, Canada
$996K – – –
FGG
373
Financial Guidance Group
Florida
$993K +$141 +1 +0%
SIA
374
Stegner Investment Associates
Kentucky
$986K – – –
NL
375
NWAM LLC
Washington
$972K +$277K +1,969 +40%
13 14
15
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