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iShares Russell 2000 Value ETF
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Overview Fund Activity

866 hedge funds and large institutions have $7.94B invested in iShares Russell 2000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 273 increasing their positions, 333 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
-63
Holders Change %
-6.78%
% of All Funds
13.86%
Holding in Top 10
32
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-33.33%
% of All Funds
0.51%
New
67
Increased
273
Reduced
333
Closed
107
Calls
$6.14M
Puts
$63.1M
Net Calls
-$57M
Net Calls Change
+$10.9M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$139M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$203M
3
Goldman Sachs
3
Goldman Sachs
New York
$200M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$33.8M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$65.1M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
Bank of America
2
Bank of America
North Carolina
$747M
3
GHA
3
GW Henssler & Associates
Georgia
$383K
4
EWA
4
EP Wealth Advisors
California
$5.53M
5
B
5
Bailard
California
$4.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
751
Banque Cantonale Vaudoise
Switzerland
$64K -$50.3K -366 -44%
APC
752
Aspire Private Capital
North Carolina
$60.3K – – –
AP
753
Atwood & Palmer
Missouri
$60.2K – – –
VWM
754
Valley Wealth Managers
New Jersey
$60K – – –
JFGIW
755
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59.1K +$274 +2 +0.5%
KTC
756
Kistler-Tiffany Companies
Pennsylvania
$58.3K -$3.97K -29 -6%
TWA
757
TCI Wealth Advisors
Arizona
$57.9K -$1.64K -12 -3%
MG
758
MilWealth Group
Wisconsin
$57.2K – – –
BTI
759
Blue Trust Inc
Georgia
$57K -$43.8K -318 -43%
WIM
760
Westside Investment Management
California
$56.9K +$24.7K +180 +77%
CB
761
CNB Bank
Pennsylvania
$55.8K – – –
BBHC
762
Brown Brothers Harriman & Co
New York
$52.9K – – –
PMFA
763
Plante Moran Financial Advisors
Michigan
$52.1K -$1.05M -7,683 -95%
CCA
764
Column Capital Advisors
Indiana
$51.2K +$274 +2 +0.5%
GBT
765
Grove Bank & Trust
Florida
$49.5K +$49.5K +361 New
GEA
766
Glen Eagle Advisors
New Jersey
$48.9K +$30.1K +220 +161%
RBC
767
Roble Belko & Company
Pennsylvania
$47K – – –
BA
768
Ballast Advisors
Minnesota
$46.3K – – –
OSAM
769
O'Shaughnessy Asset Management
Connecticut
$45.1K +$22.5K +164 +99%
FP
770
Financial Perspectives
Minnesota
$44.9K – – –
MAM
771
Marquette Asset Management
Minnesota
$44.4K – – –
PCMC
772
Private Capital Management (Colorado)
Colorado
$43.9K +$43.9K +321 New
BFA
773
BBJS Financial Advisors
Washington
$42.5K – – –
HBW
774
Hazlett, Burt & Watson
West Virginia
$42K – – –
NFSG
775
Newbridge Financial Services Group
Florida
$42K +$686 +5 +2%
29 30
31
32 33