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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 %
MCC
951
Money Concepts Capital
Florida
– -$73.4K -529 Closed
FNBOSM
952
First National Bank of South Miami
Florida
– -$50K -361 Closed
BFEC
953
Benjamin F. Edwards & Company
Missouri
– -$40K -292 Closed
MS
954
Madden Securities
Texas
– -$38.8K -280 Closed
RFA
955
Resurgent Financial Advisors
Georgia
– -$30.8K -222 Closed
GMA
956
Glassy Mountain Advisors
Maryland
– -$29.7K -214 Closed
GWS
957
Glassman Wealth Services
Virginia
– -$29.1K -210 Closed
WOSD
958
WFA of San Diego
California
– -$22.2K -160 Closed
EE
959
EWG Elevate
California
– -$19.4K -140 Closed
RIA
960
Realta Investment Advisors
Delaware
– -$16.2K -117 Closed
LS
961
Leelyn Smith
Illinois
– -$15.4K -111 Closed
AF
962
Affiance Financial
Minnesota
– -$14.8K -107 Closed
CWA
963
Core Wealth Advisors
Florida
– -$14.6K -105 Closed
MS
964
Marshall & Sullivan
Washington
– -$14.3K -103 Closed
HNWAG
965
High Net Worth Advisory Group
Florida
– -$13.9K -100 Closed
HFS
966
Hantz Financial Services
Michigan
– -$11K -79 Closed
WBC
967
West Branch Capital
Massachusetts
– -$10.6K -76 Closed
KOMWMG
968
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$10K -71 Closed
YDMI
969
Y.D. More Investments
Israel
– -$9.75K -70 Closed
AWM
970
Angeles Wealth Management
California
– -$9.71K -70 Closed
AWM
971
Accurate Wealth Management
Florida
– -$9.27K -65 Closed
CTA
972
Colonial Trust Advisors
South Carolina
– -$6.93K -50 Closed
RCM
973
Rain Capital Management
Oregon
– -$4.85K -35 Closed
TAM
974
Tucker Asset Management
Colorado
– -$4.04K -29 Closed
RBA
975
Richard Bernstein Advisors
New York
– -$3.05K -22 Closed
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