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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 %
TSA
851
Tri-Star Advisors
Texas
$3.63K +$3.63K +27 New
BC
852
Belmont Capital
California
$3.43K – – –
FFA
853
Farther Finance Advisors
California
$3.01K – – –
JFA
854
JNBA Financial Advisors
Minnesota
$2.89K – – –
BCPWM
855
Bradley & Co Private Wealth Management
Florida
$2.6K – – –
MCA
856
Maryland Capital Advisors
Maryland
$2.33K – – –
KM
857
Kalos Management
Georgia
$2.33K – – –
ATC
858
Adirondack Trust Company
New York
$2.33K +$2.33K +17 New
TF
859
TimeScale Financial
Massachusetts
$1.92K – – –
PAIM
860
Punch & Associates Investment Management
Minnesota
$1.64K +$1.64K +12 New
GA
861
GoalVest Advisory
New York
$1.37K +$1.37K +10 New
SS
862
Sunbelt Securities
Texas
$1.08K +$1.08K +8 New
CWP
863
Concord Wealth Partners
Virginia
$693 – – –
JWM
864
Janiczek Wealth Management
Colorado
$675 – – –
BIA
865
Bell Investment Advisors
California
$549 – – –
OLVIG
866
Oliver Lagore Vanvalin Investment Group
Michigan
$411 -$233K -1,699 -100%
NMG
867
New Millennium Group
Utah
$411 – – –
PWMG
868
Prestige Wealth Management Group
New Jersey
$275 – – –
RWM
869
Ruedi Wealth Management
Illinois
$3 – – –
FCAG
870
First Capital Advisors Group
New Jersey
$1 -$1 – –
SRA
871
Summit Rock Advisors
New York
– -$47.9M -345,250 Closed
TC
872
Towle & Co
Colorado
– -$24.8M -179,180 Closed
CM
873
Castleark Management
Illinois
– -$20.7M -149,530 Closed
CCMLC
874
Cardinal Capital Management LLC (Connecticut)
Connecticut
– -$16.4M -118,148 Closed
FSA
875
Financial Services Advisory
Maryland
– -$13M -93,951 Closed
33 34
35
36 37