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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.

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
1
Starboard Value
New York
$210M
2
Charles Schwab
2
Charles Schwab
California
$78.3M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$66.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$35.4M
5
PFO
5
Pathstone Family Office
New Jersey
$33.5M

Top Sellers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$10.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$867M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$7.55M
4
EWA
4
EP Wealth Advisors
California
$7.27M
5
Goldman Sachs
5
Goldman Sachs
New York
$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$62.5M -$8.45M -62,324 -12%
M&T Bank
27
M&T Bank
New York
$62.1M -$3.07M -22,635 -5%
CB
28
Commerce Bank
Missouri
$58.8M -$1.17M -8,606 -2%
JRP
29
Jasper Ridge Partners
California
$56M -$1.33M -9,791 -2%
Corient Private Wealth
30
Corient Private Wealth
Florida
$49M +$1.43M +11,457 +3%
BPWM
31
Badgley Phelps Wealth Managers
Washington
$43.7M -$777K -5,729 -2%
ANTB
32
AMG National Trust Bank
Colorado
$43.6M -$729K -5,378 -2%
SEI Investments
33
SEI Investments
Pennsylvania
$42.3M +$1.53M +11,270 +4%
Brown Advisory
34
Brown Advisory
Maryland
$39.3M +$801K +5,909 +2%
WT
35
Whittier Trust
California
$39.3M -$2.88M -21,218 -7%
FWI
36
Facet Wealth Inc
Maryland
$36.5M -$3.53M -27,697 -9%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$35.4M +$34.8M +256,378 +5,522%
Ameriprise
38
Ameriprise
Minnesota
$34.8M -$8.72M -62,387 -20%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$34.1M +$444K +3,275 +1%
MCM
40
MAI Capital Management
Ohio
$33.9M -$51.1K -377 -0.2%
PFO
41
Pathstone Family Office
New Jersey
$33.5M +$31.8M +452,492 +1,861%
SW
42
SVB Wealth
Massachusetts
$32.2M -$2.84M -20,920 -8%
CFM
43
Comprehensive Financial Management
California
$31.5M – – –
RJA
44
Raymond James & Associates
Florida
$31.3M -$192K -1,419 -0.6%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$31.1M -$7.41M -47,568 -19%
Truist Financial
46
Truist Financial
North Carolina
$31M -$472K -3,485 -2%
HighTower Advisors
47
HighTower Advisors
Illinois
$30.1M +$295K +2,177 +1%
SGAM
48
Stephens Group Asset Management
Arkansas
$28.6M -$3.7M -27,263 -11%
SI
49
Stephens Inc
Arkansas
$26.5M -$819K -6,042 -3%
CL
50
Choreo LLC
Illinois
$26.5M +$102K +746 +0.4%
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