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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 %
Barclays
76
Barclays
United Kingdom
$16.4M +$6.19M +45,180 +61%
SCM
77
Shapiro Capital Management
Georgia
$16.3M +$8.89M +64,868 +120%
CG
78
Colony Group
Massachusetts
$16.2M +$960K +7,006 +6%
FT
79
Fiduciary Trust
Massachusetts
$16.1M -$580K -4,232 -3%
ACB
80
Aristotle Capital Boston
Massachusetts
$15.7M +$3.2M +23,383 +26%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$15.3M +$13.3M +97,250 +668%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$15M -$2.04M -14,886 -12%
SF
83
Synovus Financial
Georgia
$13.9M -$959 -7 -0%
CP
84
Covenant Partners
Tennessee
$13.8M +$17.1K +125 +0.1%
Creative Planning
85
Creative Planning
Kansas
$13.5M -$445K -3,251 -3%
AL
86
Aspiriant LLC
California
$13.2M -$178K -1,297 -1%
TRCT
87
Tower Research Capital (TRC)
New York
$12.9M +$5.84M +42,643 +82%
CWM
88
Concentric Wealth Management
California
$12.8M +$142K +1,037 +1%
National Bank of Canada
89
National Bank of Canada
Quebec, Canada
$12.3M +$830K +6,508 +7%
WA
90
Waverly Advisors
Alabama
$11.9M -$375K -2,738 -3%
VNIM
91
Vaughan Nelson Investment Management
Texas
$11.5M +$1.33M +9,705 +13%
PIA
92
Powell Investment Advisors
Florida
$11.5M +$411 +3 +0%
CM
93
Churchill Management
California
$11.5M -$153K -1,113 -1%
SCG
94
Sonata Capital Group
Washington
$11.4M -$395K -2,884 -3%
SAM
95
Silvercrest Asset Management
New York
$11.1M -$12.4M -90,768 -53%
Citadel Advisors
96
Citadel Advisors
Florida
$10.7M -$8.71M -63,569 -45%
Franklin Resources
97
Franklin Resources
California
$10.6M -$219K -1,597 -2%
TSW
98
Thompson Siegel & Walmsley
Virginia
$10.6M +$581K +4,239 +6%
HWA
99
Hillcrest Wealth Advisors
New Jersey
$10.4M -$185K -1,350 -2%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$10.2M -$3.1M -22,645 -23%
2 3
4
5 6