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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.

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
1
Vaughan Nelson Investment Management
Texas
$124M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$84.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$992M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$49.9M
5
BCIM
5
Bishop & Co Investment Management
Pennsylvania
$45.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$73.7M
2
JRP
2
Jasper Ridge Partners
California
$59.5M
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$0
4
TF
4
TIAA FSB
Florida
$352M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$72.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAG
101
Armstrong Advisory Group
Massachusetts
$9.96M +$9.94M +70,585 +37,347%
CWA
102
CM Wealth Advisors
Ohio
$9.87M +$9.87M +65,871 New
TSW
103
Thompson Siegel & Walmsley
Virginia
$9.86M -$998K -7,089 -9%
MGIA
104
Moneta Group Investment Advisors
Missouri
$9.75M +$81.5K +579 +0.8%
BF
105
Brooklyn FI
New York
$9.71M +$3.92M +27,824 +68%
GT
106
Glenmede Trust
Pennsylvania
$9.66M – – –
CAM
107
Crestone Asset Management
Colorado
$9.6M -$846K -6,009 -8%
PFA
108
Pure Financial Advisors
California
$9.58M +$350K +2,483 +4%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$9.56M -$945K -6,715 -9%
Creative Planning
110
Creative Planning
Kansas
$9.52M -$4.33M -30,721 -31%
LFWA
111
LBJ Family Wealth Advisors
Texas
$9.42M -$283K -2,010 -3%
SBH
112
Segall Bryant & Hamill
Illinois
$9.23M +$42.9K +305 +0.5%
KeyBank National Association
113
KeyBank National Association
Ohio
$9.09M +$249K +1,770 +3%
CWC
114
Carolinas Wealth Consulting
North Carolina
$9.05M +$56.3K +400 +0.6%
CG
115
Colony Group
Massachusetts
$8.93M -$7.68M -54,541 -46%
HSBC Holdings
116
HSBC Holdings
United Kingdom
$8.85M -$860K -6,108 -9%
SWPG
117
Strategic Wealth Partners Group
Illinois
$8.77M +$39K +277 +0.4%
AF
118
Allworth Financial
California
$8.73M -$759K -5,390 -8%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.68M -$801K -5,690 -8%
NSCM
120
New South Capital Management
Tennessee
$8.68M -$801K -5,690 -8%
FHA
121
First Horizon Advisors
Tennessee
$8.66M -$12.7K -90 -0.1%
HIA
122
Harbor Investment Advisory
Maryland
$8.47M -$68.7K -488 -0.8%
RFA
123
RTD Financial Advisors
Pennsylvania
$8.28M -$35.9K -255 -0.4%
TWC
124
TD Waterhouse Canada
Ontario, Canada
$8.24M +$145K +834 +2%
AA
125
AlphaMark Advisors
Kentucky
$8.22M – – –
3 4
5
6 7