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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 %
MAM
151
MMA Asset Management
Pennsylvania
$5.96M -$430K -3,135 -7%
TAM
152
Tocqueville Asset Management
New York
$5.92M -$1.48M -10,817 -20%
TD Asset Management
153
TD Asset Management
Ontario, Canada
$5.8M +$42.3K +309 +0.7%
MWM
154
Marion Wealth Management
Pennsylvania
$5.77M +$327K +2,383 +6%
SC
155
Sierra Capital
Florida
$5.68M -$845K -6,170 -13%
OCM
156
One Capital Management
California
$5.67M -$43.3K -316 -0.8%
WWM
157
Windsor Wealth Management
Indiana
$5.61M -$3.16M -23,466 -36%
WB
158
WesBanco Bank
West Virginia
$5.55M -$639K -4,663 -10%
JPG
159
Jordan Park Group
California
$5.55M -$397K -2,899 -7%
MML Investors Services
160
MML Investors Services
Massachusetts
$5.55M -$2.74M -20,012 -33%
EWA
161
EP Wealth Advisors
California
$5.53M -$53.6M -300,209 -91%
CG
162
Corundum Group
Colorado
$5.46M -$34.3K -250 -0.6%
IFO
163
Independent Family Office
New York
$5.24M – – –
TFA
164
Tobias Financial Advisors
Florida
$5.22M -$30.4K -222 -0.6%
BCM
165
Bridgeway Capital Management
Texas
$5.21M +$658K +4,800 +14%
HW
166
Hancock Whitney
Mississippi
$5.05M -$50.3K -367 -1%
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$4.99M +$27.8K +319 +0.6%
OFG
168
Oxford Financial Group
Indiana
$4.94M -$76.7K -560 -2%
TAM
169
Titleist Asset Management
Texas
$4.83M +$4.83M +35,259 New
CA
170
Cetera Advisors
Colorado
$4.78M -$94K -686 -2%
BGIM
171
Brandywine Global Investment Management
Pennsylvania
$4.76M +$4.05M +29,540 +570%
B
172
Bailard
California
$4.73M -$51.9M -378,984 -92%
Boston Partners
173
Boston Partners
Massachusetts
$4.66M -$1.31M -9,563 -22%
WFS
174
Widmann Financial Services
Maryland
$4.48M +$67.4K +492 +2%
DSA
175
Droms Strauss Advisors
Missouri
$4.45M -$224K -1,638 -5%
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