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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 %
GIA
551
Goodwin Investment Advisory
Georgia
$373K -$76.7K -545 -17%
CWM
552
Cahaba Wealth Management
Georgia
$371K -$704 -5 -0.2%
BCM
553
Bayesian Capital Management
New York
$369K +$369K +2,620 New
Toronto Dominion Bank
554
Toronto Dominion Bank
Ontario, Canada
$366K -$177K -1,257 -33%
OLA
555
Oliver Luxxe Assets
New Jersey
$366K -$7.6K -54 -2%
DCM
556
Dupont Capital Management
Delaware
$365K -$28.7K -204 -7%
PRWA
557
Platte River Wealth Advisors
Colorado
$363K – – –
SCA
558
Southern Capital Advisors
Tennessee
$361K +$48.4K +344 +15%
HF
559
Halpern Financial
Virginia
$361K – – –
PTC
560
Private Trust Company
Ohio
$360K +$11.1K +79 +3%
FCA
561
FinTrust Capital Advisors
South Carolina
$356K – – –
C
562
Certuity
Florida
$356K -$51.5K -366 -13%
BWM
563
Brown Wealth Management
Illinois
$353K +$353K +2,507 New
BCM
564
BTC Capital Management
Iowa
$351K – – –
MAM
565
Marotta Asset Management
Virginia
$349K +$349K +2,478 New
WIA
566
World Investment Advisors
California
$348K -$438K -3,110 -56%
Wolverine Trading
567
Wolverine Trading
Illinois
$348K +$348K +2,469 New
FPCP
568
Fort Point Capital Partners
California
$347K -$5.35K -38 -2%
BRWA
569
B. Riley Wealth Advisors
Florida
$347K -$12.4K -88 -3%
BFC
570
Bedel Financial Consulting
Indiana
$343K +$343K +2,437 New
FDCDDQ
571
Federation des caisses Desjardins du Quebec
Quebec, Canada
$342K -$47.6K -338 -12%
PA
572
Pinnacle Associates
New York
$339K +$563 +4 +0.2%
CS
573
Capital Square
Tennessee
$339K – – –
MC
574
Moors & Cabot
Massachusetts
$338K +$338K +2,398 New
LWP
575
LMG Wealth Partners
Louisiana
$337K – – –
21 22
23
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