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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 %
WAM
826
WFA Asset Management
Wisconsin
$10.8K +$10.8K +79 New
RDFA
827
Ritter Daniher Financial Advisory
Ohio
$10.7K – – –
MIA
828
Milestone Investment Advisors
Wisconsin
$10.4K – – –
SIC
829
Salem Investment Counselors
North Carolina
$10.3K – – –
PP
830
Pacifica Partners
Canada
$10.2K +$10.2K +77 New
MBFW
831
Morton Brown Family Wealth
Pennsylvania
$9.59K – – –
KC
832
Kenfarb & Co
Kentucky
$8.77K – – –
FFA
833
Founders Financial Alliance
North Carolina
$8.66K -$1.51K -11 -15%
CIAS
834
Capital Investment Advisory Services
North Carolina
$8.36K -$685 -5 -8%
SCA
835
Stonebridge Capital Advisors
Minnesota
$8.08K – – –
BCMLT
836
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.08K – – –
AWM
837
Activest Wealth Management
Florida
$7.56K +$7.56K +56 New
SC
838
Stephens Consulting
Michigan
$6.85K – – –
CSC
839
Caldwell Sutter Capital
California
$6.58K – – –
MFC
840
Mechanics Financial Corp
Ohio
$6.17K – – –
BWP
841
Baldwin Wealth Partners
Massachusetts
$5.48K – – –
BA
842
Bristlecone Advisors
Washington
$5.48K +$5.48K +40 New
RI
843
Ridgewood Investments
New Jersey
$5.07K +$5.07K +37 New
ME
844
McIlrath & Eck
Washington
$4.39K – – –
TVWM
845
Tower View Wealth Management
Wisconsin
$4K -$774 -6 -16%
PP
846
PrairieView Partners
Minnesota
$4K – – –
HCP
847
Hexagon Capital Partners
Arkansas
$3.97K – – –
MWM
848
Mascoma Wealth Management
New Hampshire
$3.74K – – –
SWA
849
Sutton Wealth Advisors
Florida
$3.7K – – –
LF
850
Lee Financial
Texas
$3.7K +$3.7K +27 New
32 33
34
35 36