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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.

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
APF
1
Alaska Permanent Fund
Alaska
$129M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$124M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$84.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$992M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$49.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$73.7M
2
JRP
2
Jasper Ridge Partners
California
$59.5M
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$0
4
TF
4
TIAA FSB
Florida
$352M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$72.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$992M 7,044,371 +363,684 +5%
Bank of America
2
Bank of America
North Carolina
$766M 5,443,297 -9,919 -0.2%
TF
3
TIAA FSB
Florida
$352M 2,497,503 -224,816 -8%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$298M 2,118,575 +91,007 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$287M 2,038,855 +34,970 +2%
Goldman Sachs
6
Goldman Sachs
New York
$204M 1,446,709 -16,356 -1%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$198M 1,408,302 -728 -0.1%
UBS Group
8
UBS Group
Switzerland
$167M 1,186,774 -82,555 -7%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$163M 1,154,828 +10,777 +0.9%
Wells Fargo
10
Wells Fargo
California
$152M 1,081,930 -133,171 -11%
Betterment LLC
11
Betterment LLC
New York
$151M 1,071,841 -94,319 -8%
DADC
12
D.A. Davidson & Co
Montana
$138M 982,793 +36,126 +4%
Victory Capital Management
13
Victory Capital Management
Texas
$134M 950,000 -65,000 -6%
APF
14
Alaska Permanent Fund
Alaska
$129M 916,500 +916,500 New
SV
15
Starboard Value
New York
$127M 900,000 – –
VNIM
16
Vaughan Nelson Investment Management
Texas
$124M 877,282 +793,067 +942%
Northern Trust
17
Northern Trust
Illinois
$121M 861,775 -12,250 -1%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$99M 702,853 +227,625 +48%
US Bancorp
19
US Bancorp
Minnesota
$95.1M 675,462 +15,959 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$94.9M 674,326 -32,782 -5%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$87M 617,919 -27,585 -4%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$84.7M 601,217 +552,410 +1,132%
LPL Financial
23
LPL Financial
California
$83.2M 591,232 -55,115 -9%
APP
24
Avantax Planning Partners
Iowa
$77.4M 549,978 +32,454 +6%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$73.7M 523,592 -957,415 -65%
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