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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 %
CSC
851
Caldwell Sutter Capital
California
$6.51K – – –
MFC
852
Mechanics Financial Corp
Ohio
$6.1K – – –
BWP
853
Baldwin Wealth Partners
Massachusetts
$5.42K – – –
OIA
854
Optimum Investment Advisors
Illinois
$5.42K – – –
TCM
855
TD Capital Management
Tennessee
$4.61K +$4.61K +34 New
ME
856
McIlrath & Eck
Washington
$4.34K – – –
FMB
857
Field & Main Bank
Kentucky
$4.07K +$4.07K +30 New
PP
858
PrairieView Partners
Minnesota
$4K – – –
HCP
859
Hexagon Capital Partners
Arkansas
$3.93K – – –
CICI
860
Capital Investment Counsel Inc
North Carolina
$3.93K +$3.93K +29 New
MWM
861
Mascoma Wealth Management
New Hampshire
$3.8K – – –
SWA
862
Sutton Wealth Advisors
Florida
$3.66K – – –
LF
863
Lee Financial
Texas
$3.66K – – –
BC
864
Belmont Capital
California
$3.39K – – –
FMP
865
Financial Management Professionals
Texas
$3K +$3K +23 New
JFA
866
JNBA Financial Advisors
Minnesota
$2.85K – – –
BCPWM
867
Bradley & Co Private Wealth Management
Florida
$2.58K – – –
MCA
868
Maryland Capital Advisors
Maryland
$2.31K – – –
GWMIA
869
Global Wealth Management Investment Advisory
Florida
$2.3K – – –
CPG
870
Cornerstone Planning Group
New Jersey
$2.17K +$2.17K +16 New
TLCM
871
Twin Lakes Capital Management
California
$2.17K +$2.17K +16 New
PAIM
872
Punch & Associates Investment Management
Minnesota
$2.15K – – –
RIA
873
Realta Investment Advisors
Delaware
$2.11K – – –
Legacy Financial Group (Iowa)
874
Legacy Financial Group (Iowa)
Iowa
$1.63K +$1.63K +12 New
IPW
875
Impact Partnership Wealth
Georgia
$1.49K -$271 -2 -15%
33 34
35
36 37