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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 Holding Trade Value Shares
Change 		Shares
Change %
MGIA
101
Moneta Group Investment Advisors
Missouri
$10.6M +$1.19M +8,761 +13%
MAM
102
MMA Asset Management
Pennsylvania
$10.4M +$3.75M +27,663 +56%
PFA
103
Pure Financial Advisors
California
$10.2M +$987K +7,283 +11%
CWM
104
Congress Wealth Management
Massachusetts
$10.2M +$10.2M +75,083 New
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$10.1M -$28.5K -210 -0.3%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$9.64M +$28.6K +211 +0.3%
AllianceBernstein
107
AllianceBernstein
Tennessee
$9.22M -$1.75M -12,918 -16%
GT
108
Glenmede Trust
Pennsylvania
$8.99M -$572K -4,223 -6%
Creative Planning
109
Creative Planning
Kansas
$8.97M -$192K -1,416 -2%
Principal Financial Group
110
Principal Financial Group
Iowa
$8.94M +$3.06M +22,604 +52%
LFWA
111
LBJ Family Wealth Advisors
Texas
$8.93M -$138K -1,018 -2%
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$8.89M +$8.89M +65,556 New
CG
113
Colony Group
Massachusetts
$8.85M +$249K +1,840 +3%
KeyBank National Association
114
KeyBank National Association
Ohio
$8.81M +$59.5K +439 +0.7%
CAM
115
Crestone Asset Management
Colorado
$8.42M -$820K -6,046 -9%
FHA
116
First Horizon Advisors
Tennessee
$8.32M -$16.4K -121 -0.2%
SWPG
117
Strategic Wealth Partners Group
Illinois
$8.23M -$272K -1,995 -3%
HSBC Holdings
118
HSBC Holdings
United Kingdom
$8.22M -$299K -2,207 -4%
SCM
119
Shapiro Capital Management
Georgia
$8.2M -$11.8M -87,100 -59%
HIA
120
Harbor Investment Advisory
Maryland
$8.15M – – –
RA
121
Royce & Associates
New York
$8.07M +$535K +3,949 +7%
RFA
122
RTD Financial Advisors
Pennsylvania
$8.03M +$55.2K +407 +0.7%
Stifel Financial
123
Stifel Financial
Missouri
$8.03M +$312K +2,303 +4%
AF
124
Allworth Financial
California
$7.98M -$430K -3,175 -5%
TWC
125
TD Waterhouse Canada
Ontario, Canada
$7.95M -$12.1K -72 -0.2%
3 4
5
6 7