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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 %
LGG
351
Luts & Greenleigh Group
Maryland
$1.04M +$66.8K +493 +7%
LI
352
LMCG Investments
Massachusetts
$1.04M -$5.15K -38 -0.5%
AIA
353
Alera Investment Advisors
Illinois
$1.04M -$488K -3,600 -32%
FOA
354
Five Oceans Advisors
California
$1.04M -$1.08K -8 -0.1%
PPC
355
Park Place Capital
Alabama
$1.03M -$1.22K -9 -0.1%
AHC
356
Anderson Hoagland & Co
Missouri
$1.02M – – –
WP
357
WealthPLAN Partners
Nebraska
$1.01M +$27.2K +201 +3%
MS
358
Maven Securities
Jersey
$1.01M +$1.01M +7,438 New
WP
359
WealthShield Partners
North Carolina
$1M +$65.2K +478 +7%
BA
360
Bridge Advisory
California
$1M +$1M +7,379 New
GFWA
361
Grey Fox Wealth Advisors
Delaware
$1M +$32.5K +238 +3%
LNC
362
Lincoln National Corp
Pennsylvania
$998K +$132K +976 +15%
FWTB
363
First Western Trust Bank
Colorado
$989K -$245K -1,806 -20%
ECG
364
Edge Capital Group
Georgia
$987K -$23.7K -175 -2%
SSA
365
Schonfeld Strategic Advisors
New York
$986K +$986K +7,277 New
RB
366
Renasant Bank
Mississippi
$981K -$1.22K -9 -0.1%
CCA
367
Cobblestone Capital Advisors
New York
$978K -$112K -825 -10%
BBPWM
368
Blue Bell Private Wealth Management
Pennsylvania
$970K -$322K -2,377 -25%
MFC
369
Morris Financial Concepts
South Carolina
$969K -$407 -3 -0%
PAI
370
Pittenger & Anderson Inc
Nebraska
$966K – – –
NRI
371
NFP Retirement Inc
California
$959K -$83.6K -617 -8%
FGG
372
Financial Guidance Group
Florida
$956K – – –
BCM
373
Becker Capital Management
Oregon
$953K -$73.1K -536 -7%
ACM
374
Ategra Capital Management
Virginia
$951K +$951K +7,019 New
CGA
375
Crescent Grove Advisors
Illinois
$943K -$196K -1,435 -17%
13 14
15
16 17