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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 %
TP
676
Tranquility Partners
Tennessee
$214K +$214K +1,518 New
LC
677
Lindbrook Capital
California
$213K -$104K -742 -33%
BFS
678
Bradley Foster & Sargent
Connecticut
$213K – – –
MBT
679
Montecito Bank & Trust
California
$212K -$43.9K -312 -17%
TH
680
TCTC Holdings
Texas
$212K – – –
MAP
681
Managed Asset Portfolios
Michigan
$211K – – –
OAM
682
Oppenheimer Asset Management
New York
$211K +$211K +1,500 New
LWA
683
LWS Wealth Advisors
New Jersey
$211K +$211K +1,501 New
PIM
684
Penobscot Investment Management
Massachusetts
$210K – – –
SAG
685
SageView Advisory Group
California
$210K +$210K +1,493 New
CWM
686
Circle Wealth Management
New Jersey
$210K – – –
FCM
687
Family Capital Management
Michigan
$208K – – –
NCM
688
NCM Capital Management
New Jersey
$208K -$6.05K -43 -3%
VNB
689
Virginia National Bank
Virginia
$208K -$282 -2 -0.1%
SHGA
690
Sand Hill Global Advisors
California
$208K -$231K -1,638 -53%
PPP
691
Private Portfolio Partners
New Jersey
$206K -$36.9K -262 -15%
CWM
692
CCG Wealth Management
California
$206K -$17K -121 -8%
NG
693
Northstar Group
New York
$205K +$205K +1,455 New
KCM
694
Kanawha Capital Management
Virginia
$203K +$203K +1,445 New
LOPW
695
Live Oak Private Wealth
North Carolina
$202K +$202K +1,438 New
WTFG
696
Wells Trecaso Financial Group
Ohio
$202K +$202K +1,434 New
CTA
697
Chesley Taft & Associates
Illinois
$201K +$201K +1,427 New
LWANC
698
Laurel Wealth Advisors (North Carolina)
North Carolina
$200K – – –
AIP
699
Ameritas Investment Partners
Nebraska
$198K -$76.9K -546 -28%
National Bank of Canada
700
National Bank of Canada
Quebec, Canada
$197K -$13.4M -95,061 -99%
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