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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 %
GC
251
Grimes & Company
Massachusetts
$2.15M – – –
SLT
252
St Louis Trust
Missouri
$2.13M – – –
FCFC
253
First Commonwealth Financial Corp
Pennsylvania
$2.1M -$297K -2,188 -12%
WA
254
Wealth Architects
California
$2.08M +$12.2K +90 +0.6%
WDG
255
Wealth Dimensions Group
Ohio
$2.07M -$48.1K -355 -2%
TI
256
Trexquant Investment
Connecticut
$1.93M +$1.93M +14,231 New
UAS
257
United Asset Strategies
New York
$1.92M -$2.67M -19,707 -58%
WPWM
258
Windward Private Wealth Management
Kansas
$1.89M -$71.6K -528 -4%
RZH
259
Relyea Zuckerberg Hanson
Connecticut
$1.89M -$328K -2,417 -15%
PFP
260
Pinnacle Financial Partners
Tennessee
$1.88M -$8.54K -63 -0.5%
WSFS
261
Wilmington Savings Fund Society
Delaware
$1.88M -$111K -816 -6%
HR
262
Hardy Reed
Mississippi
$1.8M – – –
WP
263
WealthSource Partners
California
$1.79M +$270K +1,993 +18%
SSB
264
Sandy Spring Bank
Maryland
$1.75M -$10.2K -75 -0.6%
WAP
265
Wealthcare Advisory Partners
Pennsylvania
$1.74M -$36.3K -268 -2%
KA
266
Klingman & Associates
New York
$1.72M +$16.8K +124 +1%
MCWS
267
McKinley Carter Wealth Services
West Virginia
$1.71M -$309K -2,278 -15%
MWM
268
Maltin Wealth Management
New Jersey
$1.7M -$7.18K -53 -0.4%
CWA
269
Cornerstone Wealth Advisors
Minnesota
$1.69M -$127K -940 -7%
CCM
270
Carlson Capital Management
Minnesota
$1.68M – – –
VF
271
Vawter Financial
Ohio
$1.68M -$10.2K -75 -0.6%
GC
272
Guggenheim Capital
Illinois
$1.66M -$48.9K -361 -3%
TW
273
Towerpoint Wealth
California
$1.66M -$102K -750 -6%
TPCW
274
TD Private Client Wealth
New York
$1.65M -$251K -1,852 -13%
RC
275
Roundview Capital
New Jersey
$1.61M -$82.7K -610 -5%
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