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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.

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
1
Victory Capital Management
Texas
$139M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$203M
3
Goldman Sachs
3
Goldman Sachs
New York
$200M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$33.8M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$65.1M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
Bank of America
2
Bank of America
North Carolina
$747M
3
GHA
3
GW Henssler & Associates
Georgia
$383K
4
EWA
4
EP Wealth Advisors
California
$5.53M
5
B
5
Bailard
California
$4.73M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$915M 6,680,687 -225,218 -3%
Bank of America
2
Bank of America
North Carolina
$747M 5,453,216 -759,633 -12%
TF
3
TIAA FSB
Florida
$373M 2,722,319 -32,629 -1%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$278M 2,027,568 +46,952 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$275M 2,003,885 +48,764 +2%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$203M 1,481,007 +617,023 +71%
Goldman Sachs
7
Goldman Sachs
New York
$200M 1,463,065 +284,132 +24%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$193M 1,409,030 +1,227 +0.1%
UBS Group
9
UBS Group
Switzerland
$174M 1,269,329 +28,424 +2%
Wells Fargo
10
Wells Fargo
California
$166M 1,215,101 -169,878 -12%
Betterment LLC
11
Betterment LLC
New York
$160M 1,166,160 +57,924 +5%
Victory Capital Management
12
Victory Capital Management
Texas
$139M 1,015,000 +650,940 +179%
DADC
13
D.A. Davidson & Co
Montana
$130M 946,667 +2,507 +0.3%
SV
14
Starboard Value
New York
$123M 900,000 – –
Northern Trust
15
Northern Trust
Illinois
$120M 874,025 -4,341 -0.5%
JRP
16
Jasper Ridge Partners
California
$102M 742,254 -211,626 -22%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$96.9M 707,108 +85,152 +14%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$94.3M 688,096 +120,440 +21%
US Bancorp
19
US Bancorp
Minnesota
$90.4M 659,503 +3,361 +0.5%
LPL Financial
20
LPL Financial
California
$88.6M 646,347 -26,025 -4%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$88.4M 645,504 -32,010 -5%
M&T Bank
22
M&T Bank
New York
$71.7M 523,613 -103,687 -17%
APP
23
Avantax Planning Partners
Iowa
$70.9M 517,524 -6,651 -1%
CCWM
24
Cassaday & Co Wealth Management
Virginia
$69.3M 506,013 +28,800 +6%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$65.1M 475,228 +170,924 +56%
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