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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 %
PIMG
501
Patriot Investment Management Group
Tennessee
$468K – – –
SVWAG
502
Sound View Wealth Advisors Group
Georgia
$467K -$16.6K -118 -3%
PA
503
PFG Advisors
Arizona
$466K -$6.76K -48 -1%
CFA
504
Cahill Financial Advisors
Minnesota
$465K +$58.3K +414 +14%
FP
505
Factorial Partners
New York
$465K -$1.13M -8,000 -71%
CPIG
506
Chicago Partners Investment Group
Illinois
$463K +$36.5K +245 +9%
GIA
507
Gladstone Institutional Advisory
Florida
$463K -$39.4K -280 -8%
DJSG
508
D.J. St. Germain
Massachusetts
$463K +$463K +3,285 New
CAG
509
Curtis Advisory Group
California
$462K +$11.5K +82 +3%
EWM
510
Evermay Wealth Management
Virginia
$460K – – –
RCAG
511
Rehmann Capital Advisory Group
Michigan
$453K -$24.5K -174 -5%
SFG
512
Sage Financial Group
Pennsylvania
$451K – – –
DTC
513
Davidson Trust Company
Washington
$447K -$8.17K -58 -2%
BFM
514
Broadview Financial Management
Wisconsin
$447K -$8.31K -59 -2%
CT
515
Colonial Trust
South Carolina
$445K -$35.2K -250 -7%
SAM
516
Smithbridge Asset Management
Pennsylvania
$444K – – –
JWA
517
JFS Wealth Advisors
Pennsylvania
$443K +$10.3K +73 +2%
HIP
518
HUB Investment Partners
Texas
$443K -$15.1K -107 -3%
FMN
519
Financial Management Network
California
$442K +$142 +1 +0%
KFI
520
Key Financial Inc
Pennsylvania
$440K +$2.82K +20 +0.6%
MCCA
521
Mill Creek Capital Advisors
Pennsylvania
$439K – – –
LFA
522
LGT Financial Advisors
Texas
$436K +$436K +3,100 New
CAL
523
Capital Analysts LLC
Pennsylvania
$435K – – –
MWA
524
Monograph Wealth Advisors
California
$430K +$141 +1 +0%
KMWM
525
Keudell/Morrison Wealth Management
Oregon
$422K – – –
19 20
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