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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 %
AIP
651
Ameritas Investment Partners
Nebraska
$237K +$47K +347 +25%
TCOV
652
Trust Company of Vermont
Vermont
$237K – – –
NF
653
Norwood Financial
Pennsylvania
$237K -$8.13K -60 -3%
WMA
654
West Michigan Advisors
Michigan
$236K +$1.36K +10 +0.6%
LGWM
655
Litman Gregory Wealth Management
California
$235K – – –
PA
656
Procyon Advisors
Connecticut
$234K – – –
FG
657
Foster Group
Iowa
$234K -$27.8K -205 -11%
BJL
658
Brighton Jones LLC
Washington
$231K -$14.2K -105 -6%
STA
659
Summit Trail Advisors
New York
$228K – – –
SS
660
Simplicity Solutions
Minnesota
$227K -$320K -2,361 -58%
BFG
661
Bleakley Financial Group
New Jersey
$227K -$320K -2,361 -58%
CCG
662
Chatham Capital Group
Georgia
$225K – – –
MFGP
663
Marshall Financial Group (Pennsylvania)
Pennsylvania
$225K – – –
DIS
664
Diversified Investment Strategies
Louisiana
$224K – – –
ST
665
Sabal Trust
Florida
$224K +$224K +1,650 New
IBOK
666
Independence Bank of Kentucky
Kentucky
$221K – – –
VCA
667
Verdence Capital Advisors
Maryland
$221K -$65.5K -483 -23%
AWM
668
Axxcess Wealth Management
California
$221K +$221K +1,632 New
UOP
669
University of Pittsburgh
Pennsylvania
$219K – – –
MG
670
Mather Group
Illinois
$217K -$60.4K -446 -22%
EIP
671
Ellis Investment Partners
Pennsylvania
$217K -$27.2K -201 -11%
AssetMark Inc
672
AssetMark Inc
California
$216K +$4.34K +32 +2%
SIC
673
Sigma Investment Counselors
Michigan
$214K – – –
BFS
674
Bradley Foster & Sargent
Connecticut
$213K – – –
DWM
675
Dakota Wealth Management
Florida
$213K +$213K +1,569 New
25 26
27
28 29