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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 %
CCFM
901
Clear Creek Financial Management
Washington
– -$746K -5,382 Closed
LTAS
902
Linden Thomas Advisory Services
North Carolina
– -$720K -5,190 Closed
WA
903
Wealth Alliance
New York
– -$656K -4,729 Closed
AR
904
Advisory Research
Illinois
– -$647K -4,665 Closed
Bank Julius Baer & Co
905
Bank Julius Baer & Co
Switzerland
– -$555K -4,001 Closed
WAOTB
906
Wealth Advisors of Tampa Bay
Florida
– -$451K -3,255 Closed
LFA
907
LGT Financial Advisors
Texas
– -$426K -3,074 Closed
AWM
908
Arista Wealth Management
Nevada
– -$423K -3,047 Closed
SW
909
SteelPeak Wealth
California
– -$416K -3,003 Closed
GAG
910
GM Advisory Group
New York
– -$407K -2,932 Closed
SPWG
911
Sage Private Wealth Group
Illinois
– -$404K -2,915 Closed
EBA
912
Eagle Bay Advisors
New York
– -$385K -2,779 Closed
AI
913
Accredited Investors
Minnesota
– -$362K -2,609 Closed
EDRH
914
Edmond de Rothschild Holding
Switzerland
– -$350K -2,527 Closed
D
915
Diversified
Delaware
– -$348K -2,507 Closed
BCM
916
Bayesian Capital Management
New York
– -$329K -2,372 Closed
KCM
917
Kennedy Capital Management
Missouri
– -$310K -2,239 Closed
CIP
918
Chartwell Investment Partners
Pennsylvania
– -$298K -2,150 Closed
CCG
919
Coastwise Capital Group
California
– -$276K -1,988 Closed
FCB
920
First County Bank
Connecticut
– -$274K -1,979 Closed
WHG
921
Westwood Holdings Group
Texas
– -$263K -1,895 Closed
JFG
922
Jefferies Financial Group
New York
– -$262K -1,886 Closed
PRCP
923
Pacific Ridge Capital Partners
Oregon
– -$257K -1,853 Closed
GKIM
924
GW&K Investment Management
Massachusetts
– -$251K -1,813 Closed
LIA
925
LS Investment Advisors
Michigan
– -$249K -1,795 Closed
35 36
37
38 39