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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 %
BAAM
701
Baker Avenue Asset Management
California
$173K – – –
JFG
702
JDM Financial Group
Texas
$173K – – –
WTA
703
Washington Trust Advisors
Massachusetts
$168K -$40K -295 -19%
AFS
704
Annapolis Financial Services
Maryland
$162K -$13.6K -100 -8%
AIM
705
Anchor Investment Management
South Carolina
$160K +$10.4K +77 +7%
NRC
706
New Republic Capital
North Carolina
$157K -$6.78K -50 -4%
CFGS
707
Concourse Financial Group Securities
Alabama
$157K +$30.8K +226 +24%
Lazard Asset Management
708
Lazard Asset Management
New York
$149K – – –
Walleye Capital
709
Walleye Capital
New York
$149K – – –
Walleye Trading
710
Walleye Trading
New York
$145K +$145K +1,070 New
National Bank of Canada
711
National Bank of Canada
Quebec, Canada
$145K -$40.3K -305 -22%
CAL
712
Capital Advisors Ltd
Ohio
$144K – – –
GWM
713
Grand Wealth Management
Michigan
$143K -$8.68K -64 -6%
WT
714
Washington Trust
Rhode Island
$143K -$3.25K -24 -2%
MFA
715
McClarren Financial Advisors
Pennsylvania
$139K -$946 -7 -0.7%
DFA
716
DHJJ Financial Advisors
Illinois
$138K +$138K +1,015 New
RTL
717
Red Tortoise LLC
Georgia
$137K – – –
TWP
718
TFO Wealth Partners
Ohio
$134K +$55.2K +392 +70%
CSB
719
City State Bank
Iowa
$131K – – –
NL
720
NVWM LLC
Pennsylvania
$127K – – –
CF
721
Centaurus Financial
California
$124K -$12.1K -89 -9%
AWM
722
Avior Wealth Management
Nebraska
$118K – – –
VCM
723
Versant Capital Management
Arizona
$116K -$19K -140 -14%
AA
724
Addison Advisors
Vermont
$112K – – –
BSWA
725
Bromfield Sneider Wealth Advisors
Massachusetts
$110K – – –
27 28
29
30 31