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iShares Russell 2000 Value ETF
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Overview Fund Activity

866 hedge funds and large institutions have $7.94B invested in iShares Russell 2000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 273 increasing their positions, 333 reducing their positions, and 107 closing their positions.

Holders
866
Holders Change
-63
Holders Change %
-6.78%
% of All Funds
13.86%
Holding in Top 10
32
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-33.33%
% of All Funds
0.51%
New
67
Increased
273
Reduced
333
Closed
107
Calls
$6.14M
Puts
$63.1M
Net Calls
-$57M
Net Calls Change
+$10.9M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$139M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$203M
3
Goldman Sachs
3
Goldman Sachs
New York
$200M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$33.8M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$65.1M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
Bank of America
2
Bank of America
North Carolina
$747M
3
GHA
3
GW Henssler & Associates
Georgia
$383K
4
EWA
4
EP Wealth Advisors
California
$5.53M
5
B
5
Bailard
California
$4.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
26
Commerce Bank
Missouri
$63.4M -$2.93M -21,367 -4%
Cerity Partners
27
Cerity Partners
New York
$50.1M -$1.91M -5,581 -4%
Ameriprise
28
Ameriprise
Minnesota
$47.8M +$6.73M +49,122 +16%
SEI Investments
29
SEI Investments
Pennsylvania
$47.4M +$2.26M +16,530 +5%
ANTB
30
AMG National Trust Bank
Colorado
$47M +$108K +791 +0.2%
RJA
31
Raymond James & Associates
Florida
$46.9M +$1.45M +10,606 +3%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$45.4M -$1.67M -10,697 -4%
BPWM
33
Badgley Phelps Wealth Managers
Washington
$44.6M +$573K +4,180 +1%
BlackRock
34
BlackRock
New York
$41.5M +$279K +2,039 +0.7%
SW
35
SVB Wealth
Massachusetts
$40.3M +$179K +1,304 +0.4%
WT
36
Whittier Trust
California
$40.2M +$1.98M +14,464 +5%
Brown Advisory
37
Brown Advisory
Maryland
$39.1M -$3.34M -24,367 -8%
FWI
38
Facet Wealth Inc
Maryland
$37M -$790K -5,764 -2%
MCM
39
MAI Capital Management
Ohio
$34.8M -$415K -3,030 -1%
Truist Financial
40
Truist Financial
North Carolina
$34.7M -$4.8M -35,033 -12%
CRM
41
Cramer Rosenthal McGlynn
Connecticut
$33.8M +$33.8M +246,400 New
CFM
42
Comprehensive Financial Management
California
$32M – – –
MMA
43
Miracle Mile Advisors
California
$31.9M +$21.6M +157,526 +208%
V
44
Veritable
Delaware
$30.5M -$411K -2,997 -1%
HighTower Advisors
45
HighTower Advisors
Illinois
$30.4M -$382K -2,785 -1%
MWM
46
Modera Wealth Management
New Jersey
$29.8M -$269K -1,962 -0.9%
SGAM
47
Stephens Group Asset Management
Arkansas
$27M -$38K -277 -0.1%
SI
48
Stephens Inc
Arkansas
$26.1M -$10.1M -73,914 -28%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$25.8M -$4.51M -32,930 -15%
Capstone Investment Advisors
50
Capstone Investment Advisors
New York
$25.7M -$515K -3,757 -2%
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