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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 %
CFP
526
Catalyst Financial Partners
Massachusetts
$422K – – –
AF
527
Advisornet Financial
Minnesota
$421K -$2.3M -16,304 -84%
CWM
528
Connecticut Wealth Management
Connecticut
$419K +$44.5K +316 +12%
SCA
529
St. Clair Advisors
Ohio
$414K – – –
PWM
530
Paulson Wealth Management
Illinois
$411K – – –
PVI
531
Pine Valley Investments
New Jersey
$408K -$7.75K -55 -2%
SFC
532
Strategic Financial Concepts
Texas
$407K +$3.38K +24 +0.8%
ARC
533
Advisor Resource Council
Texas
$407K -$555K -3,945 -58%
ATPW
534
Ashton Thomas Private Wealth
Arizona
$405K +$9.29K +66 +2%
USCWA
535
U.S. Capital Wealth Advisors
Texas
$404K -$239K -1,700 -37%
TWP
536
Total Wealth Planning
Ohio
$402K -$1.13K -8 -0.3%
CFG
537
Citizens Financial Group
Rhode Island
$400K +$422 +3 +0.1%
MA
538
Mutual Advisors
Nebraska
$399K +$146K +1,037 +58%
MFA
539
Mayflower Financial Advisors
Massachusetts
$397K -$3.52K -25 -0.9%
BAM
540
Belpointe Asset Management
Nevada
$396K -$524K -3,722 -57%
APW
541
Austin Private Wealth
Texas
$390K – – –
WDL
542
Well Done LLC
Michigan
$390K +$80.5K +572 +26%
CGPCS
543
Capital Group Private Client Services
California
$389K +$1.69K +12 +0.4%
FA
544
FDx Advisors
Illinois
$387K +$387K +2,748 New
CD
545
Chapin Davis
Maryland
$386K – – –
AC
546
Apella Capital
Connecticut
$386K +$386K +2,739 New
PP
547
Patten & Patten
Tennessee
$385K +$4.23K +30 +1%
AWA
548
Arete Wealth Advisors
Illinois
$380K +$380K +2,698 New
AFP
549
Alpha Financial Partners
Kentucky
$379K +$141 +1 +0%
HCM
550
Hollencrest Capital Management
California
$375K – – –
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