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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 %
WSTAM
401
Wilbanks Smith & Thomas Asset Management
Virginia
$816K -$1.97K -14 -0.2%
CFB
402
Cullen/Frost Bankers
Texas
$815K -$7.89K -56 -1%
EGA
403
E&G Advisors
Texas
$806K +$11.5K +82 +1%
PCMC
404
Paragon Capital Management (Colorado)
Colorado
$804K +$84.9K +603 +12%
HCM
405
Howland Capital Management
Massachusetts
$800K – – –
PWP
406
Perfromance Wealth Partners
Illinois
$787K -$56.5K -403 -7%
BFA
407
Bragg Financial Advisors
North Carolina
$782K -$215K -1,524 -22%
ML
408
McAdam LLC
Pennsylvania
$769K -$245K -1,742 -24%
WANY
409
Wealthspire Advisors (New York)
New York
$768K -$7.6K -54 -1%
IWM
410
IHT Wealth Management
Illinois
$764K +$327K +2,322 +75%
CW
411
CIC Wealth
Maryland
$764K -$8.87K -63 -1%
Simplex Trading
412
Simplex Trading
Illinois
$756K +$756K +5,376 New
RhumbLine Advisers
413
RhumbLine Advisers
Massachusetts
$752K -$244K -1,731 -24%
TFO
414
Tarbox Family Office
California
$746K – – –
GC
415
Garde Capital
Washington
$744K -$3.24K -23 -0.4%
TC
416
TownSquare Capital
Utah
$743K +$347K +2,461 +87%
CFFP
417
Center for Financial Planning
Michigan
$741K +$4.22K +30 +0.6%
AWA
418
Aletheian Wealth Advisors
Washington
$732K +$49.7K +353 +7%
CAM
419
Cubic Asset Management
Massachusetts
$727K – – –
NW
420
NewEdge Wealth
Pennsylvania
$724K -$119K -847 -14%
RLWM
421
RF&L Wealth Management
Massachusetts
$722K -$98.6K -700 -12%
SWA
422
Sax Wealth Advisors
New Jersey
$717K – – –
MWP
423
MYCIO Wealth Partners
Pennsylvania
$714K +$2.68K +19 +0.4%
BI
424
Berkeley Inc
Idaho
$708K +$704 +5 +0.1%
PFM
425
Phillips Financial Management
Indiana
$705K -$3.52K -25 -0.5%
15 16
17
18 19