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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 %
WP
376
WealthShield Partners
North Carolina
$969K -$1.44M -10,222 -60%
ST
377
Smithfield Trust
Pennsylvania
$963K -$79.9K -571 -8%
SWP
378
Stratos Wealth Partners
Ohio
$955K +$57.5K +408 +6%
MPWT
379
MassMutual Private Wealth & Trust
Connecticut
$953K -$134K -952 -12%
Wealthfront Advisers
380
Wealthfront Advisers
California
$933K -$157K -1,114 -14%
PP
381
PDS Planning
Ohio
$927K +$1.55K +11 +0.2%
FNBT
382
FineMark National Bank & Trust
Florida
$923K +$96.2K +683 +12%
EAM
383
Evanson Asset Management
California
$905K +$345K +2,450 +62%
LNC
384
Lincoln National Corp
Pennsylvania
$899K -$41.4K -294 -4%
SFM
385
Systematic Financial Management
New Jersey
$898K -$60.4K -429 -6%
DI
386
Disciplined Investments
Oklahoma
$894K -$705K -5,005 -44%
FCBT
387
First Citizens Bank & Trust
North Carolina
$890K +$890K +6,324 New
BW
388
BIP Wealth
Georgia
$883K -$151K -1,070 -15%
VCS
389
Vaughan & Co Securities
New Jersey
$864K +$1.55K +11 +0.2%
CB
390
Centennial Bank
Arkansas
$859K +$183K +1,300 +27%
HCMT
391
Highland Capital Management (Tennessee)
Tennessee
$855K -$8.45K -60 -1%
NSIM
392
North Star Investment Management
Illinois
$854K -$9.01K -64 -1%
LCGC
393
Legacy Capital Group California
California
$848K +$28.3K +201 +3%
FB
394
First Bancorp
Maine
$845K – – –
NLG
395
New Legacy Group
New York
$845K – – –
IAN
396
Integrated Advisors Network
Texas
$841K +$101K +715 +14%
UCFA
397
United Capital Financial Advisors
Texas
$834K -$58.7K -417 -7%
Bank of Nova Scotia
398
Bank of Nova Scotia
Ontario, Canada
$831K -$282 -2 -0%
SCM
399
SOL Capital Management
Maryland
$825K -$2.82K -20 -0.3%
IWC
400
Integrated Wealth Concepts
Massachusetts
$818K +$69.4K +493 +9%
14 15
16
17 18