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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 %
RWM
876
Ruedi Wealth Management
Illinois
$913 +$913 +6 New
CFS
877
CGC Financial Services
Oregon
$845 +$845 +6 New
CWP
878
Concord Wealth Partners
Virginia
$716 – – –
JWM
879
Janiczek Wealth Management
Colorado
$704 – – –
BIA
880
Bell Investment Advisors
California
$564 – – –
NMG
881
New Millennium Group
Utah
$422 – – –
PWMG
882
Prestige Wealth Management Group
New Jersey
$282 – – –
CRM
883
Cramer Rosenthal McGlynn
Connecticut
– -$33.8M -246,400 Closed
CM
884
Churchill Management
California
– -$11.5M -83,749 Closed
AC
885
ASB Consultores
Florida
– -$9.62M -70,245 Closed
NC
886
NBW Capital
Massachusetts
– -$6.53M -47,635 Closed
CWM
887
Chicago Wealth Management
Illinois
– -$4.06M -29,598 Closed
MPPLM
888
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$3.59M -26,213 Closed
RI
889
Rinkey Investments
California
– -$2.7M -19,730 Closed
Two Sigma Advisers
890
Two Sigma Advisers
New York
– -$1.26M -9,200 Closed
BAM
891
Bosun Asset Management
Illinois
– -$1.08M -7,900 Closed
CI
892
Cavalier Investments
Georgia
– -$1.04M -7,596 Closed
CFO
893
Collective Family Office
Pennsylvania
– -$777K -5,670 Closed
AAS
894
Ameritas Advisory Services
Nebraska
– -$606K -4,474 Closed
TI
895
Trexquant Investment
Connecticut
– -$568K -4,145 Closed
AWA
896
Amplius Wealth Advisors
Pennsylvania
– -$487K -3,551 Closed
ASN
897
Advisory Services Network
Georgia
– -$463K -3,380 Closed
LSA
898
Lion Street Advisors
Texas
– -$395K -2,880 Closed
CFO
899
Callan Family Office
Pennsylvania
– -$377K -2,752 Closed
EPA
900
Element Pointe Advisors
Florida
– -$365K -2,662 Closed
34 35
36
37 38