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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 %
LW
476
Linscomb Wealth
Texas
$540K -$245K -1,737 -31%
DPI
477
Diversified Portfolios Inc
Michigan
$535K -$11.3K -80 -2%
AWA
478
Arkadios Wealth Advisors
Georgia
$535K +$17K +121 +3%
WA
479
Wealthstream Advisors
New York
$531K +$2.25K +16 +0.4%
DB
480
Dravo Bay
Delaware
$531K -$26.5K -188 -5%
PHAM
481
Palisades Hudson Asset Management
Florida
$526K -$20.6K -146 -4%
AWM
482
Aprio Wealth Management
Georgia
$526K +$141 +1 +0%
KWM
483
Keebeck Wealth Management
Illinois
$524K -$26K -185 -5%
AP
484
Appleton Partners
Massachusetts
$524K -$10.6K -75 -2%
CAAM
485
Cornerstone Advisors Asset Management
Pennsylvania
$521K – – –
FFN
486
Focus Financial Network
Minnesota
$520K -$27.2K -193 -5%
ETIA
487
Epic Trust Investment Advisors
Washington
$511K -$30.8K -219 -6%
GL
488
Graypoint LLC
New York
$511K – – –
IFWM
489
Institute for Wealth Management
Colorado
$501K +$141K +1,000 +39%
GCM
490
Gator Capital Management
Florida
$498K +$22.5K +160 +5%
IFPG
491
Intrepid Financial Planning Group
Indiana
$496K -$8.45K -60 -2%
DT
492
Diversified Trust
Tennessee
$483K +$21.8K +155 +5%
HI
493
HBK Investments
Texas
$482K +$482K +3,424 New
CS
494
Cannell & Spears
New York
$481K – – –
CWM
495
Castle Wealth Management
Florida
$478K -$16.9K -120 -3%
SWM
496
Spire Wealth Management
Virginia
$477K -$92.9K -660 -16%
TAM
497
Townsend Asset Management
North Carolina
$475K +$2.11K +15 +0.4%
AA
498
Alesco Advisors
New York
$472K – – –
AA
499
Ancora Advisors
Ohio
$469K – – –
CB
500
Cadence Bank
Mississippi
$468K -$8.31K -59 -2%
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