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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 %
FPB
876
First PREMIER Bank
South Dakota
$1K – – –
RWM
877
Ruedi Wealth Management
Illinois
$877 – – –
CWP
878
Concord Wealth Partners
Virginia
$689 – – –
JWM
879
Janiczek Wealth Management
Colorado
$678 – – –
BIA
880
Bell Investment Advisors
California
$543 – – –
PWMG
881
Prestige Wealth Management Group
New Jersey
$273 – – –
TAIM
882
TD Ameritrade Investment Management
Nebraska
– -$87M -617,919 Closed
V
883
Veritable
Delaware
– -$31.3M -222,026 Closed
BGDI
884
BW Gestao de Investimentos
Brazil
– -$20.6M -146,620 Closed
Jane Street
885
Jane Street
New York
– -$14.5M -102,963 Closed
FTUS
886
Flow Traders U.S.
New York
– -$4.4M -31,251 Closed
CCMLC
887
Cardinal Capital Management LLC (Connecticut)
Connecticut
– -$3.26M -23,175 Closed
MOACM
888
Mutual of America Capital Management
New York
– -$2.39M -16,960 Closed
DA
889
Doliver Advisors
Texas
– -$1.42M -10,086 Closed
TA
890
TFB Advisors
Kansas
– -$1.08M -7,665 Closed
QT
891
Quantbot Technologies
New York
– -$1.02M -7,230 Closed
NL
892
NWAM LLC
Washington
– -$972K -6,901 Closed
FCBT
893
First Citizens Bank & Trust
North Carolina
– -$890K -6,324 Closed
Simplex Trading
894
Simplex Trading
Illinois
– -$756K -5,376 Closed
NC
895
Nixon Capital
Texas
– -$704K -5,000 Closed
First Trust Advisors
896
First Trust Advisors
Illinois
– -$649K -4,608 Closed
RCM
897
RNC Capital Management
California
– -$608K -4,318 Closed
LA
898
Legacy Advisors
Pennsylvania
– -$587K -4,167 Closed
CFAM
899
Coury Firm Asset Management
Pennsylvania
– -$543K -3,854 Closed
HI
900
HBK Investments
Texas
– -$482K -3,424 Closed
34 35
36
37 38