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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 %
KPWS
201
Kestra Private Wealth Services
Texas
$3.42M +$570K +4,051 +20%
Janney Montgomery Scott
202
Janney Montgomery Scott
Pennsylvania
$3.37M -$857K -6,090 -20%
PP
203
Prosperity Planning
Missouri
$3.35M -$31.7K -225 -0.9%
SCM
204
SCS Capital Management
Massachusetts
$3.35M – – –
GLLW
205
Graves Light Lenhart Wealth
Virginia
$3.28M -$138K -981 -4%
RJT
206
Raymond James Trust
Florida
$3.26M -$86.2K -612 -3%
CCMLC
207
Cardinal Capital Management LLC (Connecticut)
Connecticut
$3.26M +$3.26M +23,175 New
LSPW
208
Lake Street Private Wealth
Illinois
$3.15M -$448K -3,182 -12%
GIA
209
GHP Investment Advisors
Colorado
$3.14M -$294K -1,997 -9%
FCI
210
Financial Counselors Inc
Kansas
$3.11M -$68.7K -488 -2%
AI
211
Ariel Investments
Illinois
$3.09M -$771K -5,478 -20%
BIM
212
Bridges Investment Management
Nebraska
$3.05M -$88.4K -628 -3%
CCB
213
Country Club Bank
Missouri
$3.03M -$181K -1,285 -6%
GAB
214
German American Bancorp
Indiana
$3.01M +$100K +710 +3%
HI
215
Harbour Investments
Wisconsin
$3.01M +$77.6K +551 +3%
FWMM
216
Foundation Wealth Management (Missouri)
Missouri
$2.98M +$115K +818 +4%
AWS
217
Atria Wealth Solutions
New York
$2.9M +$67.4K +479 +2%
IP
218
Investment Partners
Ohio
$2.89M -$5.21K -37 -0.2%
APWA
219
Atlas Private Wealth Advisors
New Jersey
$2.87M +$1.44M +10,207 +100%
TYCC
220
Texas Yale Capital Corp
Florida
$2.81M -$38.7K -275 -1%
AB
221
Atlas Brown
Kentucky
$2.79M +$43.9K +312 +2%
IIC
222
Integrated Investment Consultants
Michigan
$2.79M -$14.1K -100 -0.5%
SIM
223
SSI Investment Management
California
$2.75M +$2.75M +19,517 New
SFG
224
StrategIQ Financial Group
Indiana
$2.72M -$8.31K -59 -0.3%
WAM
225
Weinberger Asset Management
California
$2.61M -$103K -734 -4%
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