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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
$124M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$84.7M
3
Morgan Stanley
Morgan Stanley
New York
$992M
4
Corient Private Wealth
Corient Private Wealth
Florida
$49.9M
5
BCIM
Bishop & Co Investment Management
Pennsylvania
$45.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$73.7M
2
JRP
Jasper Ridge Partners
California
$59.5M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
$0
4
TF
TIAA FSB
Florida
$352M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$72.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIH
776
Meitav Investment House
Israel
$46.7K +$46.7K +333 New
FP
777
Financial Perspectives
Minnesota
$46.2K +$141 +1 +0.3%
MAM
778
Marquette Asset Management
Minnesota
$45.6K – – –
BFA
779
BBJS Financial Advisors
Washington
$43.6K – – –
PO
780
Private Ocean
California
$41.5K – – –
NFSG
781
Newbridge Financial Services Group
Florida
$40.8K -$2.25K -16 -5%
BWA
782
BDO Wealth Advisors
Florida
$38.7K +$141 +1 +0.4%
UCB
783
United Community Bank
South Carolina
$38.4K – – –
PMFA
784
Plante Moran Financial Advisors
Michigan
$38.2K -$15.3K -109 -29%
GWSG
785
GPS Wealth Strategies Group
Colorado
$38K +$5.63K +40 +17%
LFA
786
Level Financial Advisors
New York
$36.6K +$36.6K +260 New
SAG
787
Spotlight Asset Group
Illinois
$35.8K +$35.8K +254 New
CFD
788
Creative Financial Designs
Indiana
$35.4K -$33.7K -239 -49%
PCMC
789
Private Capital Management (Colorado)
Colorado
$33.4K -$11.7K -83 -26%
CT
790
Clearstead Trust
Maine
$32.9K – – –
AIC
791
Archer Investment Corporation
Indiana
$32.5K – – –
AWM
792
Aspire Wealth Management
Massachusetts
$31.3K – – –
CB
793
Community Bank
New York
$29.4K – – –
SIS
794
Sound Income Strategies
Florida
$28.4K -$2.39K -17 -8%
BFO
795
Biltmore Family Office
North Carolina
$28.2K – – –
TF
796
Tompkins Financial
New York
$27.5K -$170K -1,205 -86%
DWMG
797
DB Wealth Management Group
California
$27.2K – – –
RDIA
798
RE Dickinson Investment Advisors
Iowa
$27K – – –
NCM
799
Northwest Capital Management
Oregon
$25.3K +$25.3K +180 New
AWM
800
Abound Wealth Management
Tennessee
$25K +$4.07K +29 +19%
30 31
32
33 34