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

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
$10.7M
2
Morgan Stanley
Morgan Stanley
New York
$867M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$7.55M
4
EWA
EP Wealth Advisors
California
$7.27M
5
Goldman Sachs
Goldman Sachs
New York
$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
801
Abound Wealth Management
Tennessee
$22.3K -$1.76K -13 -7%
MA
802
MCF Advisors
Kentucky
$22.2K – – –
WOSD
803
WFA of San Diego
California
$21.7K – – –
PCTC
804
Perkins Coie Trust Company
Washington
$21K – – –
SN
805
Sittner & Nelson
Oregon
$20.5K – – –
IRC
806
Investors Research Corp
Georgia
$20.3K – – –
MMG
807
Monetary Management Group
Missouri
$20.3K – – –
HDIM
808
Hanson & Doremus Investment Management
Vermont
$20K – – –
AIM
809
Arcadia Investment Management
Michigan
$18.6K – – –
GEA
810
Glen Eagle Advisors
New Jersey
$18.6K – – –
HGERS
811
Householder Group Estate & Retirement Specialist
Arizona
$17.9K +$17.9K +131 New
AIA
812
Armor Investment Advisors
North Carolina
$17.6K – – –
HL
813
HeadInvest LLC
Maine
$17.6K +$17.6K +132 New
SS
814
Sunbelt Securities
Texas
$16.4K – – –
ACA
815
Aptus Capital Advisors
Alabama
$15.2K +$2.58K +19 +20%
RW
816
RVW Wealth
California
$14.6K +$14.6K +108 New
EW
817
Element Wealth
Mississippi
$14.2K +$135 +1 +1%
RMC
818
Resources Management Corp
Connecticut
$14K – – –
HWM
819
Horizons Wealth Management
North Carolina
$13.6K – – –
GA
820
GoalVest Advisory
New York
$13.6K +$13.6K +100 New
BC
821
Barrett & Company
Rhode Island
$12.9K – – –
PGAM
822
Princeton Global Asset Management
New Jersey
$12.7K +$12.7K +94 New
BWL
823
Bogart Wealth LLC
Virginia
$12.7K – – –
IFAM
824
Institutional & Family Asset Management
Colorado
$12.5K – – –
DMKJ
825
David M. Knott Jr
$12K – – –
31 32
33
34 35