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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 %
WB
151
WesBanco Bank
West Virginia
$5.94M +$234K +1,665 +4%
OFG
152
Oxford Financial Group
Indiana
$5.93M +$849K +6,033 +17%
MML Investors Services
153
MML Investors Services
Massachusetts
$5.9M +$201K +1,431 +4%
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$5.66M +$2.65M +18,820 +88%
CAM
155
Cresset Asset Management
Illinois
$5.59M -$555K -3,942 -9%
TAM
156
Titleist Asset Management
Texas
$5.59M +$624K +4,429 +13%
TFA
157
Tobias Financial Advisors
Florida
$5.53M +$169K +1,200 +3%
SC
158
Sierra Capital
Florida
$5.49M -$348K -2,473 -6%
IFO
159
Independent Family Office
New York
$5.42M +$37.3K +265 +0.7%
Fuller & Thaler Asset Management
160
Fuller & Thaler Asset Management
California
$5.41M +$871K +6,187 +19%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$5.39M -$1.89M -13,457 -26%
EARNEST Partners
162
EARNEST Partners
Georgia
$5.22M -$4.96M -35,217 -49%
CTC
163
Central Trust Company
Missouri
$5.21M +$5.03M +35,700 +2,793%
MAM
164
Meeder Asset Management
Ohio
$5.16M +$1.61M +11,469 +46%
HW
165
Hancock Whitney
Mississippi
$5.15M -$31.3K -222 -0.6%
WWM
166
Windsor Wealth Management
Indiana
$4.91M -$945K -6,713 -16%
HSA
167
HBK Sorce Advisory
Pennsylvania
$4.89M -$15.3M -108,826 -76%
CA
168
Cetera Advisors
Colorado
$4.84M -$79.4K -564 -2%
UAS
169
United Asset Strategies
New York
$4.77M -$13.1M -93,348 -73%
B
170
Bailard
California
$4.76M -$98.4K -699 -2%
WFS
171
Widmann Financial Services
Maryland
$4.7M +$97.2K +690 +2%
DSA
172
Droms Strauss Advisors
Missouri
$4.52M -$35.1K -250 -0.8%
ITB
173
Idaho Trust Bank
Idaho
$4.51M +$4.51M +32,024 New
BCM
174
Bridgeway Capital Management
Texas
$4.45M -$901K -6,400 -17%
NWM
175
Northwest Wealth Management
Iowa
$4.44M -$19.3K -137 -0.4%
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