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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 %
FFP
626
FourThought Financial Partners
Florida
$271K -$57.3K -407 -17%
MFS
627
McNamara Financial Services
Massachusetts
$269K -$4.16K -29 -2%
TI
628
Truepoint Inc
Ohio
$268K +$2.96K +21 +1%
MOS
629
MGO One Seven
Ohio
$266K -$32K -227 -11%
SC
630
Steph & Co
Wisconsin
$264K +$18.7K +133 +8%
CAC
631
Certified Advisory Corp
Florida
$263K -$617K -4,384 -70%
IAG
632
Investment Advisory Group
Massachusetts
$263K -$122K -865 -32%
BBNA
633
Bremer Bank National Association
Minnesota
$262K +$1.41K +10 +0.5%
Bessemer Group
634
Bessemer Group
New Jersey
$261K -$282K -2,000 -52%
WI
635
Wedgewood Investors
Pennsylvania
$260K – – –
MFT
636
Moisand Fitzgerald Tamayo
Florida
$260K – – –
CIA
637
Capital Investment Advisors
Georgia
$258K -$70K -497 -21%
MPCL
638
My Personal CFO LLC
Washington
$257K +$257K +1,827 New
IWP
639
Icon Wealth Partners
Texas
$255K – – –
BJL
640
Brighton Jones LLC
Washington
$255K -$8.45K -60 -3%
NF
641
Norwood Financial
Pennsylvania
$254K – – –
PAM
642
Peak Asset Management
Colorado
$254K -$16.5K -117 -6%
EIP
643
Ellis Investment Partners
Pennsylvania
$253K +$986 +7 +0.4%
VFPI
644
Vantage Financial Partners (Illinois)
Illinois
$253K – – –
TBWA
645
Three Bridge Wealth Advisors
California
$252K – – –
ACM
646
Advance Capital Management
Michigan
$251K – – –
FCH
647
Freestone Capital Holdings
Washington
$248K -$31.4K -223 -11%
LFG
648
Larson Financial Group
Missouri
$248K -$563 -4 -0.2%
PFP
649
Paragon Financial Partners
California
$247K +$563 +4 +0.2%
BWA
650
Bordeaux Wealth Advisors
California
$246K – – –
24 25
26
27 28