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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 %
NC
426
Nixon Capital
Texas
$704K – – –
FCM
427
Firestone Capital Management
Florida
$703K -$3.64K -25 -0.5%
GIS
428
Grayhawk Investment Strategies
Alberta, Canada
$702K -$4.93M -35,000 -88%
HTC
429
Haverford Trust Company
Pennsylvania
$701K -$8.45K -60 -1%
RWG
430
Regal Wealth Group
California
$694K -$2.26M -16,189 -77%
CANC
431
Culbertson A N & Co
Virginia
$687K +$9.29K +66 +1%
PFS
432
Prospera Financial Services
Texas
$687K -$31K -220 -4%
GCM
433
Gables Capital Management
Florida
$683K – – –
UWPG
434
Ullmann Wealth Partners Group
Florida
$679K -$1.69K -12 -0.2%
LT
435
Legacy Trust
Michigan
$674K -$21.1K -150 -3%
CPA
436
Cardiff Park Advisors
California
$672K +$845 +6 +0.1%
ZB
437
Zions Bancorporation
Utah
$668K -$183K -1,303 -22%
OCG
438
Opus Capital Group
Ohio
$658K – – –
GFA
439
Gallagher Fiduciary Advisors
Illinois
$657K +$2.54K +18 +0.4%
FBFS
440
First Business Financial Services
Wisconsin
$656K – – –
Wealth Enhancement Advisory Services
441
Wealth Enhancement Advisory Services
Minnesota
$654K -$1.16M -8,273 -64%
KTC
442
Kistler-Tiffany Companies
Pennsylvania
$652K +$592K +4,204 +987%
AG
443
Appleton Group
Wisconsin
$650K +$37.2K +264 +6%
First Trust Advisors
444
First Trust Advisors
Illinois
$649K +$3.52K +25 +0.5%
GPA
445
Guidance Point Advisors
Massachusetts
$644K +$2.68K +19 +0.4%
LFS
446
Lutz Financial Services
Nebraska
$637K -$2.96K -21 -0.5%
ES
447
Eagle Strategies
New York
$632K +$80.3K +570 +15%
RA
448
Rodgers & Associates
Pennsylvania
$632K -$42.2K -300 -6%
IA
449
IFP Advisors
Florida
$628K -$81.7K -580 -12%
CIBC World Market
450
CIBC World Market
Ontario, Canada
$626K -$18.6K -132 -3%
16 17
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