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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 %
WIC
176
Whitegate Investment Counselors
New Hampshire
$4.43M -$380K -2,771 -8%
Fuller & Thaler Asset Management
177
Fuller & Thaler Asset Management
California
$4.42M -$2.96M -21,598 -40%
NWM
178
Northwest Wealth Management
Iowa
$4.34M -$1.15M -8,414 -21%
OFS
179
Oldfather Financial Services
Nebraska
$4.29M +$437K +3,188 +11%
Parallax Volatility Advisers
180
Parallax Volatility Advisers
California
$4.16M +$2.93M +21,384 +237%
Corient Private Wealth
181
Corient Private Wealth
Florida
$4.14M +$2.18M +15,894 +111%
PAG
182
Private Advisor Group
New Jersey
$4.14M +$250K +1,824 +6%
FTUS
183
Flow Traders U.S.
New York
$4.13M +$4.13M +30,108 New
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$4.11M -$296K -2,162 -7%
MAM
185
McLean Asset Management
Virginia
$4.09M -$373K -2,721 -8%
CWM
186
Chicago Wealth Management
Illinois
$4.06M +$4.06M +29,598 New
XF
187
XML Financial
Maryland
$4.03M -$100K -732 -2%
RFWA
188
RPg Family Wealth Advisory
Massachusetts
$3.99M +$783K +5,712 +24%
NFW
189
Noble Family Wealth
Florida
$3.99M +$3.99M +29,137 New
AAS
190
Avantax Advisory Services
Texas
$3.99M -$3.61M -26,329 -47%
AWA
191
Archvest Wealth Advisors
California
$3.85M +$259K +1,892 +7%
PFBT
192
Parkside Financial Bank & Trust
Missouri
$3.78M -$90.4K -660 -2%
CS
193
Credit Suisse
Switzerland
$3.77M +$1.12M +8,145 +42%
AI
194
Ariel Investments
Illinois
$3.76M +$64.7K +472 +2%
State Street
195
State Street
Massachusetts
$3.75M +$891K +6,500 +31%
LI
196
Leeward Investments
Massachusetts
$3.73M -$22.9M -167,144 -86%
VCM
197
Viewpoint Capital Management
Washington
$3.7M +$410K +2,995 +12%
HWM
198
HB Wealth Management
Georgia
$3.63M -$119K -866 -3%
BF
199
BOK Financial
Oklahoma
$3.61M -$910K -6,643 -20%
MPPLM
200
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.59M +$3.37M +24,617 +1,542%
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