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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 %
BWM
476
Baystate Wealth Management
Massachusetts
$522K -$22.8K -168 -4%
DB
477
Dravo Bay
Delaware
$522K +$10.7K +79 +2%
MFWP
478
Mosaic Family Wealth Partners
Missouri
$521K – – –
MMHP
479
Murphy Middleton Hinkle & Parker
Georgia
$521K -$7.59K -56 -1%
AAS
480
Ameritas Advisory Services
Nebraska
$521K +$521K +3,840 New
DPI
481
Diversified Portfolios Inc
Michigan
$515K – – –
WA
482
Wealthstream Advisors
New York
$512K – – –
D
483
Dentgroup
Louisiana
$510K -$47.3K -349 -8%
KWM
484
Keebeck Wealth Management
Illinois
$508K – – –
PHAM
485
Palisades Hudson Asset Management
Florida
$506K – – –
CAAM
486
Cornerstone Advisors Asset Management
Pennsylvania
$502K – – –
JWCA
487
J.W. Cole Advisors
Florida
$502K -$24.8K -183 -5%
FFN
488
Focus Financial Network
Minnesota
$499K -$5.46K -40 -1%
AWA
489
Arkadios Wealth Advisors
Georgia
$497K -$17.6K -130 -3%
GL
490
Graypoint LLC
New York
$491K -$1.08K -8 -0.2%
LW
491
Linscomb Wealth
Texas
$484K -$35.9K -265 -7%
AP
492
Appleton Partners
Massachusetts
$484K -$20.3K -150 -4%
SGCA
493
Steel Grove Capital Advisors
Tennessee
$482K -$936K -6,908 -66%
GCM
494
Gator Capital Management
Florida
$480K – – –
ETIA
495
Epic Trust Investment Advisors
Washington
$479K -$13.3K -98 -3%
AWM
496
Aprio Wealth Management
Georgia
$478K -$27.8K -205 -5%
IFPG
497
Intrepid Financial Planning Group
Indiana
$478K – – –
CFP
498
Catalyst Financial Partners
Massachusetts
$474K +$67.8K +500 +17%
SWM
499
Spire Wealth Management
Virginia
$471K +$12.5K +92 +3%
CAG
500
Curtis Advisory Group
California
$470K +$25.2K +186 +6%
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