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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
Victory Capital Management
Texas
$139M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$203M
3
Goldman Sachs
Goldman Sachs
New York
$200M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
$33.8M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$65.1M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$0
2
Bank of America
Bank of America
North Carolina
$747M
3
GHA
GW Henssler & Associates
Georgia
$383K
4
EWA
EP Wealth Advisors
California
$5.53M
5
B
Bailard
California
$4.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
126
Vestcor Inc
New Brunswick, Canada
$8.24M -$19.6M -143,200 -70%
RFA
127
RTD Financial Advisors
Pennsylvania
$8.1M +$113K +823 +1%
SWPG
128
Strategic Wealth Partners Group
Illinois
$8.09M +$91K +698 +1%
AA
129
AlphaMark Advisors
Kentucky
$8M -$2.59M -18,913 -24%
TWC
130
TD Waterhouse Canada
Ontario, Canada
$7.89M +$14.6K +86 +0.2%
BCM
131
Brookstone Capital Management
Illinois
$7.83M -$149K -1,090 -2%
PGFC
132
Peapack-Gladstone Financial Corp
New Jersey
$7.72M +$73.2K +534 +1%
PLU
133
Performa Ltd (US)
South Carolina
$7.17M -$1.23M -9,000 -15%
FWM
134
FSA Wealth Management
Massachusetts
$7.11M +$114K +832 +2%
NA
135
NewEdge Advisors
Louisiana
$7.09M -$1.13M -8,286 -14%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$7.09M -$290K -2,114 -4%
William Blair & Company
137
William Blair & Company
Illinois
$7.01M -$763K -5,566 -10%
RA
138
Royce & Associates
New York
$7M +$658K +4,800 +10%
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$6.91M -$583K -4,252 -8%
BSW
140
Buckingham Strategic Wealth
Missouri
$6.85M – – –
BF
141
Brooklyn FI
New York
$6.84M +$1.73M +10,391 +34%
KAS
142
Kestra Advisory Services
Texas
$6.81M -$755K -5,512 -10%
IC
143
Innealta Capital
Texas
$6.78M +$2.51M +18,339 +59%
Wellington Management Group
144
Wellington Management Group
Massachusetts
$6.69M +$2.24M +16,372 +50%
NC
145
NBW Capital
Massachusetts
$6.53M +$18.6K +136 +0.3%
TWM
146
Tradition Wealth Management
Minnesota
$6.48M +$128K +709 +2%
Millennium Management
147
Millennium Management
New York
$6.45M -$956K -6,981 -13%
HFG
148
Heron Financial Group
New York
$6.28M +$448K +3,266 +8%
BCIM
149
Bishop & Co Investment Management
Pennsylvania
$6.24M -$170K -1,241 -3%
CAM
150
Cresset Asset Management
Illinois
$5.98M -$533K -3,889 -8%
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