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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.

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
1
Starboard Value
New York
$210M
2
Charles Schwab
2
Charles Schwab
California
$78.3M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$66.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$35.4M
5
PFO
5
Pathstone Family Office
New Jersey
$33.5M

Top Sellers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$10.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$867M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$7.55M
4
EWA
4
EP Wealth Advisors
California
$7.27M
5
Goldman Sachs
5
Goldman Sachs
New York
$149M
Name Market Value Shares Shares
Change 		Shares
Change %
ZF
76
Zhang Financial
Michigan
$15.9M 117,120 -4,741 -4%
FT
77
Fiduciary Trust
Massachusetts
$15.7M 115,944 -898 -0.8%
Comerica Bank
78
Comerica Bank
Texas
$15.5M 114,687 +114,687 New
ACB
79
Aristotle Capital Boston
Massachusetts
$15.3M 112,569 -3,716 -3%
SC
80
Savant Capital
Illinois
$15.1M 111,578 -40,789 -27%
CP
81
Covenant Partners
Tennessee
$15M 110,970 +5,202 +5%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$14.6M 107,561 -15,781 -13%
SF
83
Synovus Financial
Georgia
$13.2M 97,685 -2,516 -3%
AL
84
Aspiriant LLC
California
$12.9M 95,443 -1,956 -2%
VVP
85
Venture Visionary Partners
Ohio
$12.6M 92,654 +944 +1%
CAN
86
Cetera Advisor Networks
California
$12.5M 92,476 +44,744 +94%
Citadel Advisors
87
Citadel Advisors
Florida
$12.4M 91,348 -56,423 -38%
FAM
88
Flaharty Asset Management
Florida
$11.9M 87,876 +3,281 +4%
SAM
89
Silvercrest Asset Management
New York
$11.8M 86,956 +28,811 +50%
TSW
90
Thompson Siegel & Walmsley
Virginia
$11.6M 85,829 +15,780 +23%
MMA
91
Miracle Mile Advisors
California
$11.3M 83,463 -150,031 -64%
NSCM
92
New South Capital Management
Tennessee
$11.2M 82,320 +20,690 +34%
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.2M 82,320 +20,690 +34%
SCG
94
Sonata Capital Group
Washington
$11M 81,000 +197 +0.2%
PIA
95
Powell Investment Advisors
Florida
$11M 80,305 +331 +0.4%
VI
96
Vestcor Inc
New Brunswick, Canada
$10.9M 80,600 +26,100 +48%
EARNEST Partners
97
EARNEST Partners
Georgia
$10.8M 79,413 +42,366 +114%
VNIM
98
Vaughan Nelson Investment Management
Texas
$10.7M 79,005 -798,277 -91%
WA
99
Waverly Advisors
Alabama
$10.7M 78,696 -5,050 -6%
HWA
100
Hillcrest Wealth Advisors
New Jersey
$10.6M 78,395 +2,125 +3%
2 3
4
5 6