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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 %
GIA
551
Goodwin Investment Advisory
Georgia
$376K +$16.8K +124 +5%
APW
552
Austin Private Wealth
Texas
$376K – – –
WDL
553
Well Done LLC
Michigan
$375K – – –
ARC
554
Advisor Resource Council
Texas
$375K -$16.8K -124 -4%
ATPW
555
Ashton Thomas Private Wealth
Arizona
$375K -$15.6K -115 -4%
ZB
556
Zions Bancorporation
Utah
$374K -$269K -1,983 -42%
CD
557
Chapin Davis
Maryland
$372K – – –
LFA
558
LGT Financial Advisors
Texas
$372K -$48.4K -357 -12%
AC
559
Apella Capital
Connecticut
$371K – – –
PP
560
Patten & Patten
Tennessee
$371K – – –
C
561
Certuity
Florida
$364K +$21K +155 +6%
NS
562
NBC Securities
Alabama
$361K +$361K +2,667 New
CWM
563
Cahaba Wealth Management
Georgia
$361K +$3.25K +24 +0.9%
HCM
564
Hollencrest Capital Management
California
$361K – – –
TWP
565
Total Wealth Planning
Ohio
$359K -$28.3K -209 -7%
OSAM
566
O'Shaughnessy Asset Management
Connecticut
$358K +$311K +2,297 +670%
MFA
567
Mayflower Financial Advisors
Massachusetts
$354K -$28.3K -209 -7%
KWS
568
Keystone Wealth Services
California
$352K +$69.3K +511 +24%
BRWA
569
B. Riley Wealth Advisors
Florida
$351K +$15K +110 +4%
PRWA
570
Platte River Wealth Advisors
Colorado
$350K – – –
MA
571
Mutual Advisors
Nebraska
$348K -$35.9K -265 -9%
AFP
572
Alpha Financial Partners
Kentucky
$344K -$20.7K -153 -6%
TC
573
TownSquare Capital
Utah
$342K -$373K -2,750 -52%
FCA
574
FinTrust Capital Advisors
South Carolina
$340K -$8.13K -60 -2%
CW
575
CreativeOne Wealth
Kansas
$340K -$875K -6,459 -72%
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