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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 %
KCM
926
Kanawha Capital Management
Virginia
– -$203K -1,445 Closed
LOPW
927
Live Oak Private Wealth
North Carolina
– -$202K -1,438 Closed
WTFG
928
Wells Trecaso Financial Group
Ohio
– -$202K -1,434 Closed
CTA
929
Chesley Taft & Associates
Illinois
– -$201K -1,427 Closed
NL
930
NKCFO LLC
Illinois
– -$169K -1,200 Closed
CT
931
Cambridge Trust
Massachusetts
– -$141K -1,000 Closed
IGWM
932
ICA Group Wealth Management
Colorado
– -$116K -827 Closed
WCM Investment Management
933
WCM Investment Management
California
– -$80.7K -573 Closed
MIH
934
Meitav Investment House
Israel
– -$46.7K -333 Closed
NFSG
935
Newbridge Financial Services Group
Florida
– -$40.8K -290 Closed
AWM
936
Aspire Wealth Management
Massachusetts
– -$31.3K -222 Closed
TF
937
Tompkins Financial
New York
– -$27.5K -195 Closed
HPIA
938
Hamilton Point Investment Advisors
North Carolina
– -$20.1K -143 Closed
FBC
939
Fairfield, Bush & Co
Connecticut
– -$7.89K -56 Closed
RI
940
Ridgewood Investments
New Jersey
– -$5.21K -37 Closed
OP
941
ORG Partners
Indiana
– -$5.25K -37 Closed
TVWM
942
Tower View Wealth Management
Wisconsin
– -$4K -31 Closed
First Manhattan
943
First Manhattan
New York
– -$4.08K -29 Closed
KM
944
Kalos Management
Georgia
– -$2.39K -17 Closed
VWM
945
Venturi Wealth Management
Texas
– -$1.27K -9 Closed
CFS
946
CGC Financial Services
Oregon
– -$845 -6 Closed
SF
947
Safeguard Financial
Wisconsin
– -$1K -4 Closed
NMG
948
New Millennium Group
Utah
– -$422 -3 Closed
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