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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 %
FMII
276
Farmers & Merchants Investments Inc
Nebraska
$1.61M -$54.2K -400 -3%
VWA
277
Visionary Wealth Advisors
Illinois
$1.6M +$27.9K +206 +2%
FTS
278
Fifth Third Securities
Ohio
$1.6M -$2.87K -21 -0.2%
YIH
279
Y-Intercept (HK)
Hong Kong
$1.57M +$1.57M +11,565 New
MLA
280
MB, Levis & Associates
Pennsylvania
$1.56M – – –
CIC
281
Carnegie Investment Counsel
Ohio
$1.55M +$253K +1,863 +19%
WB
282
West Bancorporation
Iowa
$1.52M -$583K -4,304 -28%
LTL
283
Lowery Thomas LLC
California
$1.52M +$258K +1,907 +20%
DWT
284
Dorsey & Whitney Trust
South Dakota
$1.52M – – –
GRP
285
Global Retirement Partners
California
$1.52M -$34.7K -265 -2%
TSS
286
Two Sigma Securities
New York
$1.52M +$50.2K +370 +3%
Natixis Advisors
287
Natixis Advisors
Massachusetts
$1.51M -$18.8M -138,814 -93%
AFA
288
American Financial Advisors
Georgia
$1.5M -$30.5K -225 -2%
RFC
289
Regions Financial Corp
Alabama
$1.48M +$104K +765 +8%
QCG
290
Quadrant Capital Group
Ohio
$1.48M +$9.76K +72 +0.7%
SW
291
SkyOak Wealth
Michigan
$1.47M +$21.8K +161 +2%
LB
292
Legacy Bridge
Iowa
$1.46M -$10.2K -75 -0.7%
EWM
293
Evercore Wealth Management
New York
$1.45M -$52.6K -388 -3%
EH
294
Equitable Holdings
New York
$1.45M +$10.6K +78 +0.7%
Vanguard Group
295
Vanguard Group
Pennsylvania
$1.43M -$10K -74 -0.7%
FWP
296
FAS Wealth Partners
Kansas
$1.43M -$19K -140 -1%
CCG
297
Cypress Capital Group
Florida
$1.4M +$71.2K +525 +5%
SPC
298
Sigma Planning Corp
Michigan
$1.38M +$33.3K +246 +2%
SFM
299
Systematic Financial Management
New Jersey
$1.38M +$513K +3,786 +59%
BIA
300
BHK Investment Advisors
Alabama
$1.38M -$413K -3,050 -23%
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