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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 %
OWA
901
Opal Wealth Advisors
New York
– -$288K -2,105 Closed
YIH
902
Y-Intercept (HK)
Hong Kong
– -$283K -2,062 Closed
HT
903
Headlands Technologies
Illinois
– -$281K -2,054 Closed
CCA
904
Checchi Capital Advisers
California
– -$258K -1,885 Closed
HPM
905
Hoxton Planning & Management
West Virginia
– -$253K -1,843 Closed
3IP
906
3Chopt Investment Partners
Virginia
– -$247K -1,805 Closed
GA
907
Greenspring Advisors
Maryland
– -$243K -1,776 Closed
DWM
908
Dakota Wealth Management
Florida
– -$233K -1,701 Closed
RSWM
909
Robertson Stephens Wealth Management
California
– -$230K -1,679 Closed
EP
910
Eudaimonia Partners
Tennessee
– -$219K -1,600 Closed
RW
911
REDW Wealth
New Mexico
– -$215K -1,570 Closed
EFG
912
Everhart Financial Group
Ohio
– -$207K -1,512 Closed
KF
913
Krilogy Financial
Missouri
– -$206K -1,502 Closed
FI
914
Financial Insights
Washington
– -$206K -1,501 Closed
AIS
915
American Investment Services
Massachusetts
– -$206K -1,488 Closed
Walleye Trading
916
Walleye Trading
New York
– -$75.6K -552 Closed
TWA
917
TCI Wealth Advisors
Arizona
– -$57.9K -423 Closed
AWM
918
Accel Wealth Management
Iowa
– -$41.3K -302 Closed
FCA
919
Fortis Capital Advisors
Kansas
– -$30.4K -222 Closed
EI
920
Ellevest Inc
New York
– -$29.8K -218 Closed
CG
921
Cutler Group
California
– -$29K -216 Closed
MAWA
922
Moss Adams Wealth Advisors
Washington
– -$20.7K -151 Closed
QC
923
Quent Capital
New York
– -$18.1K -132 Closed
PA
924
PSI Advisors
Florida
– -$17.1K -125 Closed
CSIA
925
Carl Stuart Investment Advisor
Texas
– -$222K -99 Closed
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