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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 %
MCCA
901
Mill Creek Capital Advisors
Pennsylvania
– -$439K -3,117 Closed
BCM
902
Bayesian Capital Management
New York
– -$369K -2,620 Closed
DCM
903
Dupont Capital Management
Delaware
– -$365K -2,590 Closed
BWM
904
Brown Wealth Management
Illinois
– -$353K -2,507 Closed
Wolverine Trading
905
Wolverine Trading
Illinois
– -$348K -2,469 Closed
CS
906
Capital Square
Tennessee
– -$339K -2,406 Closed
GHA
907
GW Henssler & Associates
Georgia
– -$332K -2,358 Closed
SI
908
Saxon Interests
Texas
– -$331K -2,350 Closed
CCM
909
Corsair Capital Management
New York
– -$314K -2,228 Closed
BOPW
910
Brandywine Oak Private Wealth
Pennsylvania
– -$299K -2,122 Closed
AIFAIM
911
American Institute for Advanced Investment Management
Arizona
– -$289K -2,055 Closed
CAC
912
Certified Advisory Corp
Florida
– -$263K -1,871 Closed
IAG
913
Investment Advisory Group
Massachusetts
– -$263K -1,865 Closed
VFPI
914
Vantage Financial Partners (Illinois)
Illinois
– -$253K -1,800 Closed
SSWM
915
Smith Salley Wealth Management
North Carolina
– -$232K -1,651 Closed
SC
916
Scotia Capital
Ontario, Canada
– -$220K -1,562 Closed
1IA
917
1834 Investment Advisors
Wisconsin
– -$217K -1,541 Closed
TP
918
Tranquility Partners
Tennessee
– -$214K -1,518 Closed
OAM
919
Oppenheimer Asset Management
New York
– -$211K -1,500 Closed
MAP
920
Managed Asset Portfolios
Michigan
– -$211K -1,500 Closed
NCM
921
NCM Capital Management
New Jersey
– -$208K -1,476 Closed
VNB
922
Virginia National Bank
Virginia
– -$208K -1,475 Closed
PPP
923
Private Portfolio Partners
New Jersey
– -$206K -1,463 Closed
CWM
924
CCG Wealth Management
California
– -$206K -1,460 Closed
NG
925
Northstar Group
New York
– -$205K -1,455 Closed
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