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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 %
Luther King Capital Management (LKCM)
601
Luther King Capital Management (LKCM)
Texas
$298K -$310K – –
NFA
602
Northern Financial Advisors
Michigan
$297K – – –
CSWM
603
Cassady Schiller Wealth Management
Ohio
$296K -$23.9K -176 -7%
VFIC
604
Valley Forge Investment Consultants
Pennsylvania
$293K – – –
FDCDDQ
605
Federation des caisses Desjardins du Quebec
Quebec, Canada
$293K -$36.6K -270 -11%
FAIM
606
Financial Advocates Investment Management
Washington
$292K -$15.7K -116 -5%
HPA
607
High Probability Advisors
New York
$288K +$288K +2,127 New
WAL
608
W Advisors LLC
Tennessee
$287K -$1.63K -12 -0.6%
PFC
609
Phocas Financial Corp
California
$287K -$949 -7 -0.3%
PCM
610
Pointe Capital Management
Michigan
$287K +$14.4K +106 +5%
DI
611
DFPG Investments
Utah
$287K +$130 +1 +0%
HR
612
Howe & Rusling
New York
$286K -$6.78K -50 -2%
AAG
613
Armstrong Advisory Group
Massachusetts
$285K -$9.31M -68,675 -97%
PAM
614
Palisade Asset Management
Minnesota
$282K – – –
BIC
615
Beach Investment Counsel
Pennsylvania
$282K – – –
BAM
616
Belpointe Asset Management
Nevada
$282K -$99.4K -733 -26%
BF
617
Blankinship & Foster
California
$281K – – –
AIM
618
Allen Investment Management
New York
$277K – – –
BBNA
619
Bremer Bank National Association
Minnesota
$275K +$23.3K +172 +9%
RLIM
620
Red Lighthouse Investment Management
New York
$272K – – –
HIP
621
HUB Investment Partners
Texas
$271K -$155K -1,143 -36%
RCM
622
Regency Capital Management
Hawaii
$271K – – –
WI
623
Wedgewood Investors
Pennsylvania
$271K +$20.5K +151 +8%
EW
624
Evoke Wealth
California
$266K – – –
GJIA
625
Glass Jacobson Investment Advisors
Maryland
$264K – – –
23 24
25
26 27