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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 %
NSG
801
Nalls Sherbakoff Group
Tennessee
$24.2K – – –
EWM
802
Endurance Wealth Management
Rhode Island
$24K – – –
RG
803
Retirement Group
California
$23.6K +$140 +1 +0.6%
MA
804
MCF Advisors
Kentucky
$23K – – –
WOSD
805
WFA of San Diego
California
$22.5K +$22.5K +160 New
PCTC
806
Perkins Coie Trust Company
Washington
$21.8K -$4.22K -30 -16%
SN
807
Sittner & Nelson
Oregon
$21.3K – – –
IRC
808
Investors Research Corp
Georgia
$21.1K – – –
MMG
809
Monetary Management Group
Missouri
$21.1K – – –
HDIM
810
Hanson & Doremus Investment Management
Vermont
$21K – – –
HPIA
811
Hamilton Point Investment Advisors
North Carolina
$20.1K – – –
GEA
812
Glen Eagle Advisors
New Jersey
$19.3K -$31K -220 -62%
AIM
813
Arcadia Investment Management
Michigan
$19.3K -$14.2K -101 -42%
AIA
814
Armor Investment Advisors
North Carolina
$18.3K – – –
SS
815
Sunbelt Securities
Texas
$17K +$15.9K +113 +1,413%
EW
816
Element Wealth
Mississippi
$14.7K – – –
FFA
817
Founders Financial Alliance
North Carolina
$14.5K +$5.65K +40 +63%
BWM
818
BerganKDV Wealth Management
Minnesota
$14.3K – – –
HWM
819
Horizons Wealth Management
North Carolina
$14.1K – – –
RMC
820
Resources Management Corp
Connecticut
$14K -$953K -6,810 -99%
BC
821
Barrett & Company
Rhode Island
$13.4K – – –
CIAS
822
Capital Investment Advisory Services
North Carolina
$13.4K +$4.79K +34 +56%
BWL
823
Bogart Wealth LLC
Virginia
$13.2K – – –
ACA
824
Aptus Capital Advisors
Alabama
$13.1K -$90.3K -641 -87%
IFAM
825
Institutional & Family Asset Management
Colorado
$13K – – –
31 32
33
34 35