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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 %
RLWM
426
RF&L Wealth Management
Massachusetts
$695K – – –
SWA
427
Sax Wealth Advisors
New Jersey
$690K – – –
MWP
428
MYCIO Wealth Partners
Pennsylvania
$690K +$2.17K +16 +0.3%
CIP
429
Chartwell Investment Partners
Pennsylvania
$686K +$686K +5,064 New
FA
430
FDx Advisors
Illinois
$685K +$312K +2,303 +84%
Cerity Partners
431
Cerity Partners
New York
$682K -$10.5M -77,523 -94%
BI
432
Berkeley Inc
Idaho
$682K – – –
HCC
433
Hirtle Callaghan & Co
Pennsylvania
$678K -$375K -2,770 -36%
PFM
434
Phillips Financial Management
Indiana
$671K -$8K -59 -1%
CFFP
435
Center for Financial Planning
Michigan
$666K -$47.4K -350 -7%
CW
436
CIC Wealth
Maryland
$664K -$71.2K -525 -10%
CANC
437
Culbertson A N & Co
Virginia
$662K – – –
GCM
438
Gables Capital Management
Florida
$658K – – –
AG
439
Appleton Group
Wisconsin
$656K +$30.4K +224 +5%
FCM
440
Firestone Capital Management
Florida
$654K – – –
WFS
441
Widmann Financial Services
Maryland
$652K -$3.87M -28,577 -86%
PFS
442
Prospera Financial Services
Texas
$652K -$9.63K -71 -1%
LT
443
Legacy Trust
Michigan
$648K – – –
UWPG
444
Ullmann Wealth Partners Group
Florida
$647K -$6.24K -46 -1%
CPA
445
Cardiff Park Advisors
California
$647K – – –
FP
446
Factorial Partners
New York
$637K +$190K +1,400 +42%
OCG
447
Opus Capital Group
Ohio
$633K – – –
FBFS
448
First Business Financial Services
Wisconsin
$629K -$3.39K -25 -0.5%
RA
449
Rodgers & Associates
Pennsylvania
$626K +$17.6K +130 +3%
API
450
Advisor Partners II
California
$624K +$624K +4,600 New
16 17
18
19 20