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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.

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
1
Starboard Value
New York
$210M
2
Charles Schwab
2
Charles Schwab
California
$78.3M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$66.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$35.4M
5
PFO
5
Pathstone Family Office
New Jersey
$33.5M

Top Sellers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$10.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$867M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$7.55M
4
EWA
4
EP Wealth Advisors
California
$7.27M
5
Goldman Sachs
5
Goldman Sachs
New York
$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$25.2M +$756K +5,574 +3%
Capstone Investment Advisors
52
Capstone Investment Advisors
New York
$24.9M +$6.58M +48,537 +36%
BlackRock
53
BlackRock
New York
$24.1M -$2.49M -18,386 -9%
Osaic Holdings
54
Osaic Holdings
Arizona
$23.4M +$2.78M +20,484 +13%
MWM
55
Modera Wealth Management
New Jersey
$23.4M -$3.78M -27,922 -14%
Mariner
56
Mariner
Kansas
$21.8M -$109K -801 -0.5%
WTC
57
WhitTier Trust Company
Nevada
$21.7M -$2.01M -14,792 -8%
PMAM
58
Picton Mahoney Asset Management
Ontario, Canada
$21.6M +$21.6M +158,980 New
GW
59
GW & Wade
Massachusetts
$20.8M -$69.4K -512 -0.3%
Kayne Anderson Rudnick Investment Management
60
Kayne Anderson Rudnick Investment Management
California
$20.4M +$5.68M +41,923 +39%
CC
61
Courier Capital
New York
$19.9M -$83.9K -619 -0.4%
Franklin Resources
62
Franklin Resources
California
$19.9M +$9.4M +69,376 +90%
WF
63
WoodTrust Financial
Wisconsin
$19.5M +$205K +1,516 +1%
DPIM
64
Duff & Phelps Investment Management
Illinois
$19.4M – – –
Barclays
65
Barclays
United Kingdom
$19.3M -$5.96M -43,984 -24%
AAP
66
Arax Advisory Partners
Colorado
$19.3M +$9.13M +67,367 +90%
ACM
67
Azarias Capital Management
Pennsylvania
$18.9M +$18.9M +139,145 New
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$18.4M +$6.33M +46,723 +52%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$17.9M +$342K +2,525 +2%
WPW
70
Waldron Private Wealth
Pennsylvania
$17.8M -$2.04M -14,915 -10%
SG Americas Securities
71
SG Americas Securities
New York
$17.7M +$6.63M +48,912 +60%
JIC
72
Johnson Investment Counsel
Ohio
$17.6M +$164K +1,208 +0.9%
JPMPWA
73
J.P. Morgan Private Wealth Advisors
California
$17M -$2.12M -15,609 -11%
Prudential Financial
74
Prudential Financial
New Jersey
$16.8M -$243K -1,795 -1%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$16.5M +$128K +942 +0.8%
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