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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 %
BIG
626
Builder Investment Group
Georgia
$261K – – –
FFP
627
FourThought Financial Partners
Florida
$261K +$136 +1 +0.1%
SFP
628
Shepherd Financial Partners
Massachusetts
$260K +$260K +1,916 New
NEPWA
629
New England Private Wealth Advisors
Massachusetts
$259K +$43.5K +321 +20%
MFS
630
McNamara Financial Services
Massachusetts
$259K +$3.93K +29 +2%
EA
631
Eclectic Associates
California
$258K +$258K +1,904 New
SC
632
Steph & Co
Wisconsin
$257K +$3.12K +23 +1%
AT
633
American Trust
Kentucky
$253K -$57.9K -427 -19%
Bessemer Group
634
Bessemer Group
New Jersey
$252K +$272 +2 +0.1%
PFP
635
Paragon Financial Partners
California
$252K +$13.8K +102 +6%
CIA
636
Capital Investment Advisors
Georgia
$250K +$2.44K +18 +1%
MPCL
637
My Personal CFO LLC
Washington
$248K – – –
SG
638
StoneX Group
New York
$247K +$9.56K +70 +4%
AWA
639
Arete Wealth Advisors
Illinois
$245K -$121K -890 -33%
IWP
640
Icon Wealth Partners
Texas
$245K -$678 -5 -0.3%
PAM
641
Peak Asset Management
Colorado
$245K – – –
TBWA
642
Three Bridge Wealth Advisors
California
$244K – – –
CHJWM
643
Carlton Hofferkamp & Jenks Wealth Management
Texas
$243K +$126 +1 +0.1%
ACM
644
Advance Capital Management
Michigan
$242K – – –
IC
645
IEQ Capital
California
$241K +$241K +1,775 New
LFG
646
Larson Financial Group
Missouri
$241K +$2.03K +15 +0.9%
MOS
647
MGO One Seven
Ohio
$240K -$15.6K -115 -6%
FCH
648
Freestone Capital Holdings
Washington
$239K – – –
MFT
649
Moisand Fitzgerald Tamayo
Florida
$238K -$11.9K -88 -5%
BWA
650
Bordeaux Wealth Advisors
California
$237K – – –
24 25
26
27 28