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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.

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 %
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$10.2M -$332K -2,421 -3%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$10.2M +$28.5K +208 +0.3%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$10.2M -$732K -5,342 -7%
CAM
104
Crestone Asset Management
Colorado
$10.2M -$619K -4,520 -6%
GIS
105
Grayhawk Investment Strategies
Alberta, Canada
$10M -$2.86M -11,400 -22%
EARNEST Partners
106
EARNEST Partners
Georgia
$9.9M +$1.98M +14,472 +25%
Principal Financial Group
107
Principal Financial Group
Iowa
$9.84M -$11M -79,965 -53%
GT
108
Glenmede Trust
Pennsylvania
$9.66M -$12.2K -89 -0.1%
AC
109
ASB Consultores
Florida
$9.62M +$4.35M +31,770 +83%
HSBC Holdings
110
HSBC Holdings
United Kingdom
$9.44M -$1.4M -10,233 -13%
LFWA
111
LBJ Family Wealth Advisors
Texas
$9.44M +$38.5K +281 +0.4%
MGIA
112
Moneta Group Investment Advisors
Missouri
$9.41M +$1.1M +8,010 +13%
AF
113
Allworth Financial
California
$9.24M -$484K -3,533 -5%
NSCM
114
New South Capital Management
Tennessee
$9.22M +$2.2M +16,038 +31%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.22M +$9.22M +67,320 New
UAS
116
United Asset Strategies
New York
$9.1M +$6.71M +93,835 +281%
BGDI
117
BW Gestao de Investimentos
Brazil
$9.03M +$9.03M +65,870 New
PFA
118
Pure Financial Advisors
California
$8.99M +$2.54M +18,558 +39%
SBH
119
Segall Bryant & Hamill
Illinois
$8.94M +$258K +1,886 +3%
CWC
120
Carolinas Wealth Consulting
North Carolina
$8.75M +$312K +2,280 +4%
KeyBank National Association
121
KeyBank National Association
Ohio
$8.6M +$58.8K +429 +0.7%
FHA
122
First Horizon Advisors
Tennessee
$8.44M -$352K -2,566 -4%
IFA
123
Interactive Financial Advisors
Illinois
$8.33M +$54.3K +396 +0.7%
HIA
124
Harbor Investment Advisory
Maryland
$8.3M +$57K +416 +0.7%
Stifel Financial
125
Stifel Financial
Missouri
$8.26M -$2.65M -19,304 -24%
3 4
5
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