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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 %
BFA
776
BBJS Financial Advisors
Washington
$42K – – –
PO
777
Private Ocean
California
$39.9K – – –
UCB
778
United Community Bank
South Carolina
$37K – – –
GWSG
779
GPS Wealth Strategies Group
Colorado
$36.6K – – –
LFA
780
Level Financial Advisors
New York
$35.2K – – –
SAG
781
Spotlight Asset Group
Illinois
$34.4K – – –
CFD
782
Creative Financial Designs
Indiana
$34K – – –
PWA
783
Provenance Wealth Advisors
Florida
$32.7K +$32.7K +241 New
FFA
784
Farther Finance Advisors
California
$32.4K +$25.9K +191 +398%
PCMC
785
Private Capital Management (Colorado)
Colorado
$32.2K – – –
CT
786
Clearstead Trust
Maine
$32.1K – – –
SL
787
Salomon & Ludwin
Virginia
$32K +$32K +236 New
AIC
788
Archer Investment Corporation
Indiana
$31.3K – – –
SWM
789
Sanctuary Wealth Management
Idaho
$30.1K -$25.8K -190 -46%
SFA
790
Semmax Financial Advisors
North Carolina
$28.7K +$28.7K +219 New
GWS
791
Glassman Wealth Services
Virginia
$28.5K +$28.5K +210 New
CB
792
Community Bank
New York
$28.3K – – –
PK
793
Pflug Koory
Nebraska
$27.8K +$27.8K +205 New
SIS
794
Sound Income Strategies
Florida
$27.4K – – –
BFO
795
Biltmore Family Office
North Carolina
$27.3K – – –
DWMG
796
DB Wealth Management Group
California
$26.2K – – –
NSG
797
Nalls Sherbakoff Group
Tennessee
$25.1K – – –
NCM
798
Northwest Capital Management
Oregon
$24.4K – – –
PMFA
799
Plante Moran Financial Advisors
Michigan
$22.8K -$14K -103 -38%
RG
800
Retirement Group
California
$22.7K – – –
30 31
32
33 34