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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 %
CWA
876
CM Wealth Advisors
Ohio
– -$6.85M -49,378 Closed
SC
877
Sepio Capital
Utah
– -$5.15M -37,122 Closed
RCP
878
Rothschild Capital Partners
New York
– -$3.74M -26,875 Closed
ACG
879
Allen Capital Group
Nebraska
– -$3.64M -26,219 Closed
WA
880
Wasatch Advisors
Utah
– -$3.34M -24,052 Closed
NC
881
NovaPoint Capital
Georgia
– -$2.47M -17,795 Closed
William Blair Investment Management
882
William Blair Investment Management
Illinois
– -$2.45M -17,664 Closed
Hudson Bay Capital Management
883
Hudson Bay Capital Management
Connecticut
– -$2.43M -17,500 Closed
AI
884
Atria Investments
North Carolina
– -$2.42M -17,466 Closed
ICG
885
InterOcean Capital Group
Tennessee
– -$2.38M -17,164 Closed
OAM
886
Oppenheimer Asset Management
New York
– -$2.11M -15,201 Closed
ZCM
887
Ziegler Capital Management
Illinois
– -$2.07M -14,957 Closed
NWA
888
New World Advisors
Massachusetts
– -$2.04M -14,691 Closed
CCWA
889
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$1.81M -13,070 Closed
American Century Companies
890
American Century Companies
Missouri
– -$1.77M -12,763 Closed
CIM
891
Confluence Investment Management
Missouri
– -$1.76M -12,711 Closed
PCIA
892
Prime Capital Investment Advisors
Kansas
– -$1.74M -12,514 Closed
PAS
893
Park Avenue Securities
New York
– -$1.28M -9,204 Closed
LOAMS
894
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$1.26M -9,100 Closed
IAG
895
Investmark Advisory Group
Connecticut
– -$1.09M -7,878 Closed
WIM
896
WealthPlan Investment Management
Nebraska
– -$1.16M -7,609 Closed
BPC
897
Banque Pictet & Cie
Switzerland
– -$1.04M -7,500 Closed
Nuveen Asset Management
898
Nuveen Asset Management
Illinois
– -$833K -6,005 Closed
QT
899
Quantbot Technologies
New York
– -$832K -6,000 Closed
NIG
900
NFJ Investment Group
Texas
– -$762K -5,493 Closed
34 35
36
37 38