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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 %
SAM
701
S.A. Mason
Michigan
$194K – – –
CTWM
702
Cherry Tree Wealth Management
Minnesota
$194K +$194K +1,376 New
Fisher Asset Management
703
Fisher Asset Management
Washington
$194K – – –
Russell Investments Group
704
Russell Investments Group
United Kingdom
$186K +$186K +1,321 New
CSPIA
705
Cary Street Partners Investment Advisory
Virginia
$185K -$11.3K -80 -6%
HPC
706
HM Payson & Co
Maine
$183K – – –
AFS
707
Annapolis Financial Services
Maryland
$182K – – –
BAAM
708
Baker Avenue Asset Management
California
$180K -$26.3K -187 -13%
JFG
709
JDM Financial Group
Texas
$180K -$3.8K -27 -2%
NRC
710
New Republic Capital
North Carolina
$170K – – –
NL
711
NKCFO LLC
Illinois
$169K – – –
GWM
712
Grand Wealth Management
Michigan
$158K – – –
AIM
713
Anchor Investment Management
South Carolina
$155K – – –
Walleye Capital
714
Walleye Capital
New York
$154K -$731K -5,190 -83%
Lazard Asset Management
715
Lazard Asset Management
New York
$154K – – –
WT
716
Washington Trust
Rhode Island
$152K +$6.2K +44 +4%
CAL
717
Capital Advisors Ltd
Ohio
$149K – – –
MFA
718
McClarren Financial Advisors
Pennsylvania
$145K +$840 +6 +0.6%
RTL
719
Red Tortoise LLC
Georgia
$143K +$1.69K +12 +1%
CF
720
Centaurus Financial
California
$141K -$76.1K -540 -35%
CT
721
Cambridge Trust
Massachusetts
$141K -$12K -85 -8%
VCM
722
Versant Capital Management
Arizona
$140K – – –
CSB
723
City State Bank
Iowa
$136K – – –
NL
724
NVWM LLC
Pennsylvania
$131K – – –
CFGS
725
Concourse Financial Group Securities
Alabama
$130K -$60.1K -427 -32%
27 28
29
30 31