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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 %
OIA
851
Optimum Investment Advisors
Illinois
$5.63K -$5.63K -40 -50%
BWP
852
Baldwin Wealth Partners
Massachusetts
$5.63K – – –
OP
853
ORG Partners
Indiana
$5.25K +$5.25K +37 New
RI
854
Ridgewood Investments
New Jersey
$5.21K – – –
ME
855
McIlrath & Eck
Washington
$4.51K – – –
TF
856
TimeScale Financial
Massachusetts
$4.37K +$2.39K +17 +121%
MWM
857
Mascoma Wealth Management
New Hampshire
$4.17K – – –
First Manhattan
858
First Manhattan
New York
$4.08K -$31.7K -225 -89%
HCP
859
Hexagon Capital Partners
Arkansas
$4.08K – – –
PP
860
PrairieView Partners
Minnesota
$4K – – –
TVWM
861
Tower View Wealth Management
Wisconsin
$4K – – –
SWA
862
Sutton Wealth Advisors
Florida
$3.8K – – –
LF
863
Lee Financial
Texas
$3.8K – – –
BC
864
Belmont Capital
California
$3.52K – – –
JFA
865
JNBA Financial Advisors
Minnesota
$2.96K – – –
BCPWM
866
Bradley & Co Private Wealth Management
Florida
$2.68K – – –
KM
867
Kalos Management
Georgia
$2.39K – – –
MCA
868
Maryland Capital Advisors
Maryland
$2.39K – – –
GWMIA
869
Global Wealth Management Investment Advisory
Florida
$2.39K +$2.39K +17 New
PAIM
870
Punch & Associates Investment Management
Minnesota
$2.23K +$558 +4 +33%
RIA
871
Realta Investment Advisors
Delaware
$2.11K +$2.11K +15 New
IPW
872
Impact Partnership Wealth
Georgia
$1.83K +$1.83K +13 New
VWM
873
Venturi Wealth Management
Texas
$1.27K +$1.27K +9 New
FPB
874
First PREMIER Bank
South Dakota
$1K -$22.2K -200 -96%
SF
875
Safeguard Financial
Wisconsin
$1K +$1K +4 New
33 34
35
36 37