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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 %
TW
451
Transform Wealth
Colorado
$615K +$2.25K +16 +0.4%
FFM
452
Forum Financial Management
Illinois
$615K -$33.4K -237 -5%
RCM
453
RNC Capital Management
California
$608K -$38.7K -275 -6%
TNA
454
True North Advisors
Texas
$607K +$21.8K +155 +4%
WF
455
Welch & Forbes
Massachusetts
$603K +$77.4K +550 +15%
AA
456
Auxano Advisors
Washington
$595K – – –
LA
457
Legacy Advisors
Pennsylvania
$587K +$587K +4,167 New
WIM
458
Waycross Investment Management
Washington
$583K -$3.1K -22 -0.5%
AFC
459
AFT Forsyth & Company
Florida
$580K +$141 +1 +0%
D
460
Dentgroup
Louisiana
$579K -$4.65K -33 -0.8%
ANBT
461
American National Bank & Trust
Texas
$579K – – –
PWM
462
Perigon Wealth Management
California
$573K -$1.83K -13 -0.3%
BWA
463
Beam Wealth Advisors
Louisiana
$572K -$1.53M -10,867 -73%
HWA
464
Heritage Wealth Advisors
Virginia
$572K – – –
SS
465
Simplicity Solutions
Minnesota
$568K -$950K -6,749 -63%
BFG
466
Bleakley Financial Group
New Jersey
$568K -$27.2K -193 -5%
SWA
467
Strategies Wealth Advisors
Michigan
$568K +$128K +910 +29%
BWM
468
Baystate Wealth Management
Massachusetts
$566K +$2.39K +17 +0.4%
THL
469
Tillman Hartley LLC
Colorado
$565K – – –
ANB
470
Amarillo National Bank
Texas
$559K – – –
MMHP
471
Murphy Middleton Hinkle & Parker
Georgia
$549K -$5.21K -37 -0.9%
JWCA
472
J.W. Cole Advisors
Florida
$547K -$42.7K -303 -7%
MA
473
Montag & Associates
Georgia
$545K – – –
CFAM
474
Coury Firm Asset Management
Pennsylvania
$543K -$248K -1,762 -31%
MFWP
475
Mosaic Family Wealth Partners
Missouri
$541K -$13.9K -99 -3%
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