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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 %
CWC
126
Carolinas Wealth Consulting
North Carolina
$7.88M -$303K -2,376 -4%
BF
127
Brooklyn FI
New York
$7.75M -$1.61M -11,850 -17%
SBH
128
Segall Bryant & Hamill
Illinois
$7.74M -$1.15M -8,448 -13%
PGFC
129
Peapack-Gladstone Financial Corp
New Jersey
$7.74M -$7.19K -53 -0.1%
PLU
130
Performa Ltd (US)
South Carolina
$7.67M +$241K +1,778 +3%
Wellington Management Group
131
Wellington Management Group
Massachusetts
$7.55M -$73.9M -545,502 -91%
FWM
132
FSA Wealth Management
Massachusetts
$7.32M +$70.9K +523 +1%
EWA
133
EP Wealth Advisors
California
$7.27M -$48.7M -359,272 -87%
William Blair & Company
134
William Blair & Company
Illinois
$7.16M +$812K +5,993 +13%
OCM
135
One Capital Management
California
$6.75M +$179K +1,324 +3%
CWA
136
CM Wealth Advisors
Ohio
$6.66M -$2.45M -17,704 -27%
WANY
137
Wealthspire Advisors (New York)
New York
$6.58M +$5.84M +43,098 +790%
SEM
138
Strategic Equity Management
Arizona
$6.57M +$6.57M +48,501 New
Fidelity Investments
139
Fidelity Investments
Massachusetts
$6.53M +$1.34M +9,920 +26%
KAS
140
Kestra Advisory Services
Texas
$6.52M +$118K +869 +2%
IC
141
Innealta Capital
Texas
$6.37M +$136 +1 +0%
BSW
142
Buckingham Strategic Wealth
Missouri
$6.26M -$158K -1,162 -2%
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$6.23M -$1.29M -9,531 -17%
TWM
144
Tradition Wealth Management
Minnesota
$6.11M -$210K -1,176 -3%
CG
145
Corundum Group
Colorado
$6.11M – – –
MWM
146
Marion Wealth Management
Pennsylvania
$6.06M +$134K +987 +2%
TD Asset Management
147
TD Asset Management
Ontario, Canada
$5.89M +$50.2K +370 +0.9%
CAM
148
Cresset Asset Management
Illinois
$5.59M +$179K +1,314 +3%
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$5.48M +$35K +258 +0.6%
TAM
150
Titleist Asset Management
Texas
$5.48M +$98.8K +729 +2%
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