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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.

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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$73.7M
2
JRP
Jasper Ridge Partners
California
$59.5M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
$0
4
TF
TIAA FSB
Florida
$352M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$72.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
126
Silvercrest Asset Management
New York
$8.19M -$3.26M -23,157 -28%
PGFC
127
Peapack-Gladstone Financial Corp
New Jersey
$8.04M +$111K +785 +1%
Stifel Financial
128
Stifel Financial
Missouri
$8.01M -$472K -3,354 -6%
EWA
129
EP Wealth Advisors
California
$7.85M +$7.26M +381,915 +1,232%
RA
130
Royce & Associates
New York
$7.83M +$634K +4,500 +9%
CIBC Private Wealth Group
131
CIBC Private Wealth Group
Georgia
$7.82M -$244K -1,732 -3%
TRCT
132
Tower Research Capital (TRC)
New York
$7.72M -$5.59M -39,683 -42%
PLU
133
Performa Ltd (US)
South Carolina
$7.72M +$352K +2,500 +5%
VI
134
Vestcor Inc
New Brunswick, Canada
$7.67M -$789K -5,600 -9%
FWM
135
FSA Wealth Management
Massachusetts
$7.53M +$216K +1,533 +3%
BCM
136
Brookstone Capital Management
Illinois
$7.47M -$539K -3,856 -7%
NA
137
NewEdge Advisors
Louisiana
$7.11M -$195K -1,384 -3%
MAM
138
MMA Asset Management
Pennsylvania
$6.95M +$822K +5,840 +13%
OCM
139
One Capital Management
California
$6.83M +$998K +7,091 +17%
TWM
140
Tradition Wealth Management
Minnesota
$6.73M -$97.1K -511 -1%
CAN
141
Cetera Advisor Networks
California
$6.72M -$18.8M -133,485 -74%
BSW
142
Buckingham Strategic Wealth
Missouri
$6.67M -$283K -2,010 -4%
KAS
143
Kestra Advisory Services
Texas
$6.65M -$350K -2,485 -5%
IC
144
Innealta Capital
Texas
$6.62M -$348K -2,469 -5%
William Blair & Company
145
William Blair & Company
Illinois
$6.59M -$612K -4,349 -9%
CG
146
Corundum Group
Colorado
$6.35M +$734K +5,210 +13%
HFG
147
Heron Financial Group
New York
$6.27M -$187K -1,326 -3%
MWM
148
Marion Wealth Management
Pennsylvania
$6.16M +$229K +1,625 +4%
Principal Financial Group
149
Principal Financial Group
Iowa
$6.1M -$4.01M -28,498 -40%
TD Asset Management
150
TD Asset Management
Ontario, Canada
$6.07M +$113K +803 +2%
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