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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 %
TCOV
651
Trust Company of Vermont
Vermont
$246K +$3.24K +23 +1%
SG
652
StoneX Group
New York
$245K -$9.15K -65 -4%
Empower Advisory Group
653
Empower Advisory Group
Colorado
$244K -$54.5K -387 -18%
WMA
654
West Michigan Advisors
Michigan
$244K – – –
LGWM
655
Litman Gregory Wealth Management
California
$244K +$244K +1,734 New
PA
656
Procyon Advisors
Connecticut
$243K -$46.6K -331 -16%
STA
657
Summit Trail Advisors
New York
$235K -$35.2K -250 -13%
CCG
658
Chatham Capital Group
Georgia
$234K – – –
MFGP
659
Marshall Financial Group (Pennsylvania)
Pennsylvania
$234K +$845 +6 +0.4%
SSWM
660
Smith Salley Wealth Management
North Carolina
$232K +$232K +1,651 New
DIS
661
Diversified Investment Strategies
Louisiana
$232K – – –
FANJ
662
Financial Architects (New Jersey)
New Jersey
$232K – – –
FB
663
Fulton Bank
Pennsylvania
$232K -$5.63K -40 -2%
USB
664
Union Savings Bank
Connecticut
$230K +$230K +1,524 New
IBOK
665
Independence Bank of Kentucky
Kentucky
$230K +$1.97K +14 +0.9%
UOP
666
University of Pittsburgh
Pennsylvania
$227K -$135K -960 -37%
NEPWA
667
New England Private Wealth Advisors
Massachusetts
$224K +$423 +3 +0.2%
SIC
668
Sigma Investment Counselors
Michigan
$222K – – –
SWM
669
Sugarloaf Wealth Management
Georgia
$221K +$131K +932 +147%
AssetMark Inc
670
AssetMark Inc
California
$220K – – –
SC
671
Scotia Capital
Ontario, Canada
$220K – – –
IAG
672
Investmark Advisory Group
Connecticut
$220K +$220K +1,560 New
1IA
673
1834 Investment Advisors
Wisconsin
$217K -$7.74K -55 -3%
EWM
674
EPG Wealth Management
Georgia
$216K +$845 +6 +0.4%
WTA
675
Washington Trust Advisors
Massachusetts
$216K +$4.22K +30 +2%
25 26
27
28 29