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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 %
DMKJ
826
David M. Knott Jr
$12K – – –
GI
827
Gradient Investments
Minnesota
$12K – – –
LWA
828
Lowe Wealth Advisors
Maryland
$12K – – –
1832 Asset Management
829
1832 Asset Management
Ontario, Canada
$11.8K – – –
CIA
830
Cape Investment Advisory
Georgia
$11.7K – – –
RDFA
831
Ritter Daniher Financial Advisory
Ohio
$11K – – –
PP
832
Pacifica Partners
Canada
$10.8K – – –
MIA
833
Milestone Investment Advisors
Wisconsin
$10.7K – – –
SIC
834
Salem Investment Counselors
North Carolina
$10.6K – – –
NRG
835
Nemes Rush Group
Michigan
$10.1K +$10.1K +72 New
BTI
836
Blue Trust Inc
Georgia
$10K -$45.9K -340 -82%
BFEC
837
Benjamin F. Edwards & Company
Missouri
$10K +$10K +70 New
MBFW
838
Morton Brown Family Wealth
Pennsylvania
$9.86K – – –
RFA
839
Register Financial Advisors
Georgia
$9.86K +$9.86K +70 New
CBT
840
Central Bank & Trust
Kentucky
$9.15K -$2.82K -20 -24%
KC
841
Kenfarb & Co
Kentucky
$9.01K – – –
RPCA
842
Running Point Capital Advisors
California
$8.45K -$2.82K -20 -25%
BCMLT
843
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.31K – – –
SCA
844
Stonebridge Capital Advisors
Minnesota
$8.31K – – –
FBC
845
Fairfield, Bush & Co
Connecticut
$7.89K +$7.89K +56 New
SC
846
Stephens Consulting
Michigan
$7.04K – – –
POIA
847
Pin Oak Investment Advisors
Texas
$7K +$7K +50 New
CSC
848
Caldwell Sutter Capital
California
$6.76K – – –
FFA
849
Farther Finance Advisors
California
$6.76K +$3.66K +26 +118%
MFC
850
Mechanics Financial Corp
Ohio
$6.34K – – –
32 33
34
35 36