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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 %
CB
751
CNB Bank
Pennsylvania
$70.6K +$15.5K +114 +28%
BL
752
Balentine LLC
Georgia
$69K -$9.22K -68 -12%
EWP
753
Elevation Wealth Partners
California
$67.8K – – –
MCM
754
Manchester Capital Management
Vermont
$67.8K – – –
RP
755
Rice Partnership
Hawaii
$67.8K – – –
BCV
756
Banque Cantonale Vaudoise
Switzerland
$67K +$1.49K +11 +2%
BBHC
757
Brown Brothers Harriman & Co
New York
$65.2K +$12.9K +95 +25%
MIM
758
Macroview Investment Management
Maryland
$64.8K +$64.8K +478 New
WAG
759
Windsor Advisory Group
Ohio
$64.3K – – –
APC
760
Aspire Private Capital
North Carolina
$59.6K – – –
VWM
761
Valley Wealth Managers
New Jersey
$59.4K – – –
JFGIW
762
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58.8K – – –
MG
763
MilWealth Group
Wisconsin
$56.6K – – –
HBW
764
Hazlett, Burt & Watson
West Virginia
$55K +$9.59K +72 +21%
FIA
765
FNY Investment Advisers
New York
$54K +$54K +400 New
CCA
766
Column Capital Advisors
Indiana
$50.8K +$136 +1 +0.3%
GBT
767
Grove Bank & Trust
Florida
$48.9K – – –
EWA
768
EverSource Wealth Advisors
Alabama
$48.1K +$949 +7 +2%
SSWM
769
Sheets Smith Wealth Management
North Carolina
$46.6K +$46.6K +344 New
RBC
770
Roble Belko & Company
Pennsylvania
$46K – – –
BA
771
Ballast Advisors
Minnesota
$45.8K – – –
BCIM
772
Bishop & Co Investment Management
Pennsylvania
$44.8K -$45.7M -6,436,537 Closed
FP
773
Financial Perspectives
Minnesota
$44.4K – – –
MAM
774
Marquette Asset Management
Minnesota
$43.9K – – –
PB
775
Pinnacle Bancorp
Nebraska
$42.3K -$263K -1,938 -86%
29 30
31
32 33