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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 %
GI
826
Gradient Investments
Minnesota
$11.5K – – –
LWA
827
Lowe Wealth Advisors
Maryland
$11.5K – – –
1832 Asset Management
828
1832 Asset Management
Ontario, Canada
$11.4K – – –
RDFA
829
Ritter Daniher Financial Advisory
Ohio
$10.6K – – –
CIA
830
Cape Investment Advisory
Georgia
$10.4K -$813 -6 -7%
MIA
831
Milestone Investment Advisors
Wisconsin
$10.3K – – –
SIC
832
Salem Investment Counselors
North Carolina
$10.2K – – –
PP
833
Pacifica Partners
Canada
$10.1K – – –
BTI
834
Blue Trust Inc
Georgia
$10K – – –
FFA
835
Founders Financial Alliance
North Carolina
$9.79K -$4.22K -31 -30%
NRG
836
Nemes Rush Group
Michigan
$9.7K – – –
MBFW
837
Morton Brown Family Wealth
Pennsylvania
$9.49K – – –
RFA
838
Register Financial Advisors
Georgia
$9.49K – – –
BFEC
839
Benjamin F. Edwards & Company
Missouri
$9K – – –
CBT
840
Central Bank & Trust
Kentucky
$8.81K – – –
KC
841
Kenfarb & Co
Kentucky
$8.67K – – –
BCMLT
842
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.31K – – –
CIAS
843
Capital Investment Advisory Services
North Carolina
$8.27K -$4.61K -34 -36%
RPCA
844
Running Point Capital Advisors
California
$8.13K – – –
RDIA
845
RE Dickinson Investment Advisors
Iowa
$8K -$18.5K -134 -70%
SCA
846
Stonebridge Capital Advisors
Minnesota
$8K – – –
AWM
847
Activest Wealth Management
Florida
$7.64K +$7.64K +56 New
POIA
848
Pin Oak Investment Advisors
Texas
$7K – – –
SC
849
Stephens Consulting
Michigan
$6.78K – – –
EBA
850
Eagle Bay Advisors
New York
$6.51K -$88.5K -653 -93%
32 33
34
35 36