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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 %
S
726
SignatureFD
Georgia
$102K – – –
CMP
727
Coston McIsaac & Partners
Maine
$102K – – –
MPCG
728
Matrix Private Capital Group
New York
$101K – – –
SC
729
SouthState Corp
Florida
$98.7K +$3.66K +27 +4%
BFPW
730
BOK Financial Private Wealth
Colorado
$97.7K +$3.55K +26 +4%
SMA
731
Sage Mountain Advisors
Georgia
$97.1K +$949 +7 +1%
AWM
732
Atticus Wealth Management
Florida
$96.7K – – –
NIG
733
NFJ Investment Group
Texas
$92.4K +$92.4K +682 New
EK
734
Evensky & Katz
Florida
$92K -$5K -37 -5%
NIC
735
Northwest Investment Counselors
Oregon
$91.1K – – –
OC
736
Oakworth Capital
Alabama
$90.8K -$136 -1 -0.1%
SWA
737
SOA Wealth Advisors
New York
$90.7K – – –
WPA
738
West Paces Advisors
Georgia
$88.1K -$29.3K -216 -25%
FWM
739
Focused Wealth Management
New York
$86.9K – – –
AP
740
Atwood & Palmer
Missouri
$86.6K – – –
BCM
741
Bourgeon Capital Management
Connecticut
$86.1K – – –
TFGT
742
TS Financial Group (TSFG)
Illinois
$83K – – –
JEST
743
JTC Employer Solutions Trustee
Jersey
$83K – – –
CBT
744
CoreFirst Bank & Trust
Kansas
$81.3K – – –
AA
745
AlphaMark Advisors
Kentucky
$81K -$7.82M -57,810 -99%
TSWM
746
Tyler-Stone Wealth Management
Ohio
$81K – – –
WFA
747
WestHill Financial Advisors
California
$76.7K – – –
TIM
748
Tortoise Investment Management
New York
$74.6K – – –
BLC
749
Brown, Lisle/Cummings
Rhode Island
$72.5K – – –
WIM
750
Westside Investment Management
California
$72.5K – – –
28 29
30
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