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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.

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
1
Vaughan Nelson Investment Management
Texas
$124M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$84.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$992M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$49.9M
5
BCIM
5
Bishop & Co Investment Management
Pennsylvania
$45.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$73.7M
2
JRP
2
Jasper Ridge Partners
California
$59.5M
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$0
4
TF
4
TIAA FSB
Florida
$352M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$72.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWM
26
Cassaday & Co Wealth Management
Virginia
$72.9M +$1.68M +11,902 +2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$72.4M -$24.4M -173,636 -25%
M&T Bank
28
M&T Bank
New York
$67.7M -$6M -42,610 -8%
CB
29
Commerce Bank
Missouri
$62.3M -$2.84M -20,195 -4%
JRP
30
Jasper Ridge Partners
California
$59.5M -$45M -319,636 -43%
Corient Private Wealth
31
Corient Private Wealth
Florida
$49.9M +$46M +350,545 +1,159%
FWI
32
Facet Wealth Inc
Maryland
$46.8M +$6.57M +44,075 +16%
BPWM
33
Badgley Phelps Wealth Managers
Washington
$46.2M +$353K +2,505 +0.8%
ANTB
34
AMG National Trust Bank
Colorado
$46M -$2.29M -16,230 -5%
BCIM
35
Bishop & Co Investment Management
Pennsylvania
$45.7M +$45.4M +6,390,977 +14,028%
WT
36
Whittier Trust
California
$43.8M +$2.46M +17,472 +6%
Ameriprise
37
Ameriprise
Minnesota
$43.7M -$5.34M -37,996 -11%
SEI Investments
38
SEI Investments
Pennsylvania
$42.3M -$6.39M -45,414 -13%
Brown Advisory
39
Brown Advisory
Maryland
$40M -$136K -968 -0.3%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$38.5M -$6.9M -44,274 -15%
SW
41
SVB Wealth
Massachusetts
$36.4M -$5.06M -35,917 -12%
MCM
42
MAI Capital Management
Ohio
$35.3M -$396K -2,810 -1%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$34.9M +$13.5M +95,692 +63%
SGAM
44
Stephens Group Asset Management
Arkansas
$33.5M +$5.76M +40,933 +21%
MMA
45
Miracle Mile Advisors
California
$32.9M +$46.5K +330 +0.1%
RJA
46
Raymond James & Associates
Florida
$32.7M -$15.4M -109,628 -32%
Truist Financial
47
Truist Financial
North Carolina
$32.7M -$2.97M -21,063 -8%
CFM
48
Comprehensive Financial Management
California
$32.5M – – –
V
49
Veritable
Delaware
$31.3M -$91.4K -649 -0.3%
HighTower Advisors
50
HighTower Advisors
Illinois
$30.9M -$274K -1,949 -0.9%
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