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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 %
MC
576
Moors & Cabot
Massachusetts
$339K +$13.6K +100 +4%
BCM
577
BTC Capital Management
Iowa
$338K – – –
CG
578
Cynosure Group
Utah
$336K +$336K +2,479 New
MAM
579
Marotta Asset Management
Virginia
$336K – – –
HPM
580
Hoxton Planning & Management
West Virginia
$331K +$331K +2,445 New
SFFS
581
Stonehage Fleming Financial Services
Jersey
$330K – – –
FFA
582
First Foundation Advisors
California
$329K +$50K +369 +18%
LWP
583
LMG Wealth Partners
Louisiana
$324K – – –
FPCP
584
Fort Point Capital Partners
California
$324K -$10.8K -80 -3%
OIA
585
OneDigital Investment Advisors
Kansas
$323K +$271 +2 +0.1%
BBI
586
Baxter Bros Inc
Connecticut
$323K +$323K +2,385 New
NB
587
NBT Bank
New York
$323K – – –
CIR
588
Clear Investment Research
Georgia
$322K -$542 -4 -0.2%
CWA
589
CJM Wealth Advisers
Virginia
$322K +$678 +5 +0.2%
ADL
590
Asset Dedication LLC
California
$321K – – –
OLA
591
Oliver Luxxe Assets
New Jersey
$316K -$35.8K -264 -10%
E
592
ETFidea
New York
$314K – – –
SCA
593
Snowden Capital Advisors
New York
$313K +$14.4K +106 +5%
PI
594
PFG Investments
New York
$313K +$2.58K +19 +0.8%
WIA
595
World Investment Advisors
California
$310K -$27K -198 -8%
CCG
596
Coastwise Capital Group
California
$310K +$310K +2,287 New
AF
597
Advisornet Financial
Minnesota
$308K -$96.9K -715 -24%
SMC
598
Smith, Moore & Co
Missouri
$306K – – –
TI
599
Truepoint Inc
Ohio
$299K +$41.5K +306 +16%
NEWAS
600
N.E.W. Advisory Services
Wisconsin
$299K – – –
22 23
24
25 26