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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 %
SWM
676
Sugarloaf Wealth Management
Georgia
$212K – – –
IAG
677
Investmark Advisory Group
Connecticut
$211K – – –
WWM
678
Western Wealth Management
Colorado
$210K +$210K +1,550 New
FB
679
Fulton Bank
Pennsylvania
$210K -$13.6K -100 -6%
USB
680
Union Savings Bank
Connecticut
$207K – – –
CWM
681
ClientFirst Wealth Management
Arkansas
$205K -$67.1K -500 -25%
LC
682
Lindbrook Capital
California
$204K -$1.08K -8 -0.5%
MBT
683
Montecito Bank & Trust
California
$204K – – –
TH
684
TCTC Holdings
Texas
$204K – – –
LWA
685
LWS Wealth Advisors
New Jersey
$204K – – –
SAG
686
SageView Advisory Group
California
$203K +$271 +2 +0.1%
SHGA
687
Sand Hill Global Advisors
California
$201K +$949 +7 +0.5%
CFS
688
Cannon Financial Strategists
Georgia
$200K +$200K +1,479 New
FCM
689
Family Capital Management
Michigan
$200K – – –
CIA
690
Compass Ion Advisors
Pennsylvania
$200K +$200K +1,477 New
KCM
691
Kennedy Capital Management
Missouri
$200K +$200K +1,477 New
EWM
692
EPG Wealth Management
Georgia
$199K -$9.08K -67 -4%
LWANC
693
Laurel Wealth Advisors (North Carolina)
North Carolina
$192K – – –
SAM
694
S.A. Mason
Michigan
$192K – – –
CTWM
695
Cherry Tree Wealth Management
Minnesota
$187K – – –
Fisher Asset Management
696
Fisher Asset Management
Washington
$187K – – –
CAS
697
Coppell Advisory Solutions
Texas
$185K -$82K -591 -31%
Russell Investments Group
698
Russell Investments Group
United Kingdom
$179K – – –
CSPIA
699
Cary Street Partners Investment Advisory
Virginia
$178K – – –
HPC
700
HM Payson & Co
Maine
$176K – – –
26 27
28
29 30