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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 %
KWM
501
Kingsview Wealth Management
Oregon
$466K +$147K +1,082 +46%
WF
502
Welch & Forbes
Massachusetts
$465K -$115K -850 -20%
BWA
503
Beam Wealth Advisors
Louisiana
$464K -$86.8K -640 -16%
CS
504
Cannell & Spears
New York
$463K – – –
SVWAG
505
Sound View Wealth Advisors Group
Georgia
$456K +$6.64K +49 +1%
GIA
506
Gladstone Institutional Advisory
Florida
$455K +$9.49K +70 +2%
CWM
507
Castle Wealth Management
Florida
$455K -$7.64K -56 -2%
TAM
508
Townsend Asset Management
North Carolina
$454K -$2.98K -22 -0.7%
AA
509
Alesco Advisors
New York
$454K – – –
CB
510
Cadence Bank
Mississippi
$454K +$3.25K +24 +0.7%
VP
511
Verum Partners
North Carolina
$453K +$453K +3,344 New
PIMG
512
Patriot Investment Management Group
Tennessee
$450K – – –
JWA
513
JFS Wealth Advisors
Pennsylvania
$447K +$20.9K +154 +5%
CFA
514
Cahill Financial Advisors
Minnesota
$447K -$678 -5 -0.2%
CGPCS
515
Capital Group Private Client Services
California
$445K +$70.2K +518 +19%
CT
516
Colonial Trust
South Carolina
$444K – – –
RCAG
517
Rehmann Capital Advisory Group
Michigan
$440K +$3.66K +27 +0.8%
PA
518
PFG Advisors
Arizona
$439K -$9.76K -72 -2%
CPIG
519
Chicago Partners Investment Group
Illinois
$438K +$42.6K +335 +11%
AA
520
Ancora Advisors
Ohio
$437K -$15.3K -113 -3%
SFG
521
Sage Financial Group
Pennsylvania
$435K – – –
SAM
522
Smithbridge Asset Management
Pennsylvania
$427K – – –
BFM
523
Broadview Financial Management
Wisconsin
$426K -$4.47K -33 -1%
SWA
524
Strategies Wealth Advisors
Michigan
$425K -$121K -896 -22%
TC
525
Towle & Co
Colorado
$422K +$422K +3,110 New
19 20
21
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