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iShares Russell 2000 Value ETF
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Overview Fund Activity

878 hedge funds and large institutions have $7.66B invested in iShares Russell 2000 Value ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 225 increasing their positions, 328 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
-2
Holders Change %
-0.23%
% of All Funds
14%
Holding in Top 10
26
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.21%
% of All Funds
0.41%
New
75
Increased
225
Reduced
328
Closed
68
Calls
$29.7M
Puts
$59.4M
Net Calls
-$29.7M
Net Calls Change
+$9.63M

Top Buyers

1
SV
Starboard Value
New York
+$88.1M
2
Charles Schwab
Charles Schwab
California
+$78.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$65.1M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$34.8M
5
PFO
Pathstone Family Office
New Jersey
+$31.8M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$108M
2
Morgan Stanley
Morgan Stanley
New York
-$87.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$73.9M
4
EWA
EP Wealth Advisors
California
-$48.7M
5
Goldman Sachs
Goldman Sachs
New York
-$47.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
226
Tower Research Capital (TRC)
New York
$2.62M -$4.81M -35,460 -65%
BMCM
227
Bryn Mawr Capital Management
Pennsylvania
$2.62M +$1.04M +7,650 +66%
SFG
228
StrategIQ Financial Group
Indiana
$2.61M -$7.46K -55 -0.3%
BIM
229
Bridges Investment Management
Nebraska
$2.53M -$410K -3,025 -14%
WAM
230
Weinberger Asset Management
California
$2.51M -$4.88K -36 -0.2%
VW
231
Vance Wealth
California
$2.5M +$20.1K +148 +0.8%
EWM
232
Empirical Wealth Management
Washington
$2.47M -$14.4K -106 -0.6%
HI
233
Harbour Investments
Wisconsin
$2.47M -$428K -3,154 -15%
MAM
234
Meeder Asset Management
Ohio
$2.46M -$2.51M -18,483 -50%
Lido Advisors
235
Lido Advisors
California
$2.44M +$6.37K +47 +0.3%
LBC
236
Lowe Brockenbrough & Co
Virginia
$2.42M – – –
AWS
237
Atria Wealth Solutions
New York
$2.41M -$391K -2,870 -14%
BPA
238
Beacon Pointe Advisors
California
$2.41M +$651K +4,805 +37%
SYBT
239
Stock Yards Bank & Trust
Kentucky
$2.41M -$60.7K -448 -2%
CHC
240
City Holding Co
West Virginia
$2.37M +$45.4K +335 +2%
ACA
241
Anchor Capital Advisors
Massachusetts
$2.33M +$1.19M +8,754 +104%
Boston Partners
242
Boston Partners
Massachusetts
$2.3M +$273K +2,013 +13%
GWM
243
Geneos Wealth Management
Colorado
$2.29M +$240K +1,774 +12%
CWM
244
Concentric Wealth Management
California
$2.28M -$1.36K -10 -0.1%
ACA
245
Atlas Capital Advisors
Wyoming
$2.27M +$1.08M +7,940 +90%
BCWM
246
Bartlett & Co Wealth Management
Ohio
$2.24M -$16.5K -121 -0.7%
BC
247
Bartlett & Co
Ohio
$2.24M -$16.5K -121 -0.7%
SCP
248
Stevens Capital Partners
Nebraska
$2.2M -$21.3K -157 -1%
SWA
249
Stratos Wealth Advisors
Ohio
$2.17M +$1.91M +14,058 +710%
AMG
250
Asset Management Group
Connecticut
$2.17M -$32.7K -241 -1%
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