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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 %
VCM
176
Viewpoint Capital Management
Washington
$4.43M +$629K +4,470 +17%
FTUS
177
Flow Traders U.S.
New York
$4.4M +$161K +1,143 +4%
JPG
178
Jordan Park Group
California
$4.39M -$1.32M -9,347 -23%
State Street
179
State Street
Massachusetts
$4.38M +$521K +3,700 +14%
OFS
180
Oldfather Financial Services
Nebraska
$4.31M -$96.6K -686 -2%
PAG
181
Private Advisor Group
New Jersey
$4.3M -$30.9K -215 -0.7%
AAS
182
Avantax Advisory Services
Texas
$4.3M +$201K +1,431 +5%
TAM
183
Tocqueville Asset Management
New York
$4.3M -$1.78M -12,638 -29%
HWM
184
HB Wealth Management
Georgia
$4.29M +$566K +4,019 +15%
XF
185
XML Financial
Maryland
$4.16M +$21.5K +153 +0.5%
MAM
186
McLean Asset Management
Virginia
$4.15M -$50.1K -356 -1%
WIC
187
Whitegate Investment Counselors
New Hampshire
$4.1M -$443K -3,147 -10%
AWA
188
Archvest Wealth Advisors
California
$4.03M +$73.6K +523 +2%
Millennium Management
189
Millennium Management
New York
$3.98M -$2.65M -18,786 -40%
CS
190
Credit Suisse
Switzerland
$3.96M +$81.9K +582 +2%
PFBT
191
Parkside Financial Bank & Trust
Missouri
$3.87M -$22.8K -162 -0.6%
Parallax Volatility Advisers
192
Parallax Volatility Advisers
California
$3.85M -$428K -3,038 -10%
NFW
193
Noble Family Wealth
Florida
$3.74M -$360K -2,558 -9%
BF
194
BOK Financial
Oklahoma
$3.73M +$18.4K +131 +0.5%
FSWA
195
Financial Synergies Wealth Advisors
Texas
$3.67M +$16.1K +114 +0.4%
LL
196
LWMG LLC
Minnesota
$3.65M +$229K +1,626 +7%
RWA
197
Redmont Wealth Advisors
Illinois
$3.57M +$456K +3,165 +15%
IFA
198
Interactive Financial Advisors
Illinois
$3.56M -$5M -35,481 -58%
FLPIM
199
F.L. Putnam Investment Management
Massachusetts
$3.54M +$3.54M +25,119 New
PFO
200
Pathstone Family Office
New Jersey
$3.42M +$1.13M +8,035 +49%
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