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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 %
Cohen & Steers
326
Cohen & Steers
New York
$1.14M -$136K -1,000 -11%
BAM
327
Berkshire Asset Management
Pennsylvania
$1.14M – – –
ACM
328
Alamar Capital Management
California
$1.12M +$148K +1,095 +15%
EAM
329
Eukles Asset Management
Ohio
$1.11M -$61.8K -456 -5%
TFF
330
The Family Firm
Maryland
$1.11M -$102K -750 -8%
AFG
331
Altiora Financial Group
Ohio
$1.11M -$58.3K -430 -5%
MPM
332
MBB Public Markets
Illinois
$1.1M – – –
PFA
333
Pettinga Financial Advisors
Indiana
$1.09M -$130K -960 -11%
SWP
334
Stratos Wealth Partners
Ohio
$1.09M +$173K +1,274 +19%
CAM
335
Cozad Asset Management
Illinois
$1.09M +$18.2K +134 +2%
AWM
336
AE Wealth Management
Kansas
$1.09M +$61.5K +454 +6%
MCM
337
Moore Capital Management
New York
$1.08M -$610K -4,500 -36%
RFWA
338
RPg Family Wealth Advisory
Massachusetts
$1.08M -$1.42M -10,401 -57%
OC
339
Oppenheimer & Co
New York
$1.07M -$6.78K -50 -0.6%
BAM
340
Bosun Asset Management
Illinois
$1.07M +$1.07M +7,900 New
I2I
341
Insight 2811 Inc
Illinois
$1.07M -$57.3K -423 -5%
JIR
342
James Investment Research
Ohio
$1.07M -$7.86K -58 -0.7%
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$1.06M -$85K -627 -7%
MAM
344
MWA Asset Management
Massachusetts
$1.05M +$1.05M +7,761 New
VC
345
Veery Capital
Delaware
$1.05M -$95.8K -707 -8%
FPAS
346
Focus Partners Advisor Solutions
Missouri
$1.05M -$43.5K -321 -4%
GVAG
347
Great Valley Advisor Group
Delaware
$1.04M -$30K -221 -3%
AIM
348
Alhambra Investment Management
Florida
$1.04M -$27.4K -202 -3%
WCF
349
West Coast Financial
California
$1.04M – – –
EWA
350
Exencial Wealth Advisors
Oklahoma
$1.04M -$2.85K -21 -0.3%
12 13
14
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