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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 %
WCM Investment Management
751
WCM Investment Management
California
$80.7K +$80.7K +573 New
WFA
752
WestHill Financial Advisors
California
$79.7K – – –
TWP
753
TFO Wealth Partners
Ohio
$78.4K +$141 +1 +0.2%
TIM
754
Tortoise Investment Management
New York
$77.4K – – –
BLC
755
Brown, Lisle/Cummings
Rhode Island
$75.3K – – –
WIM
756
Westside Investment Management
California
$75.3K +$16.9K +120 +29%
EWP
757
Elevation Wealth Partners
California
$70.4K – – –
RP
758
Rice Partnership
Hawaii
$70.4K – – –
MCM
759
Manchester Capital Management
Vermont
$70.4K +$70.4K +500 New
BCV
760
Banque Cantonale Vaudoise
Switzerland
$68K +$2.66K +19 +4%
WAG
761
Windsor Advisory Group
Ohio
$66.7K – – –
APC
762
Aspire Private Capital
North Carolina
$62K – – –
VWM
763
Valley Wealth Managers
New Jersey
$61.7K – – –
JFGIW
764
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60.7K – – –
MG
765
MilWealth Group
Wisconsin
$58.7K – – –
SWM
766
Sanctuary Wealth Management
Idaho
$58K +$58K +412 New
CB
767
CNB Bank
Pennsylvania
$57.3K – – –
BBHC
768
Brown Brothers Harriman & Co
New York
$54.3K – – –
CCA
769
Column Capital Advisors
Indiana
$52.8K +$141 +1 +0.3%
GBT
770
Grove Bank & Trust
Florida
$50.8K – – –
EWA
771
EverSource Wealth Advisors
Alabama
$49K -$110K -780 -69%
OSAM
772
O'Shaughnessy Asset Management
Connecticut
$48.3K +$1.97K +14 +4%
RBC
773
Roble Belko & Company
Pennsylvania
$48K – – –
HBW
774
Hazlett, Burt & Watson
West Virginia
$48K +$4.5K +32 +10%
BA
775
Ballast Advisors
Minnesota
$47.6K – – –
29 30
31
32 33