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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 %
Two Sigma Investments
151
Two Sigma Investments
New York
$5.31M +$5.31M +39,200 New
KPWS
152
Kestra Private Wealth Services
Texas
$5.28M +$1.99M +14,658 +60%
SC
153
Sierra Capital
Florida
$5.23M -$54.2K -400 -1%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$5.22M -$7.19M -53,049 -58%
B
155
Bailard
California
$5.19M +$612K +4,517 +13%
WB
156
WesBanco Bank
West Virginia
$5.17M -$547K -4,036 -10%
Citigroup
157
Citigroup
New York
$5.07M +$2.74M +20,212 +118%
CTC
158
Central Trust Company
Missouri
$5.01M – – –
Parallax Volatility Advisers
159
Parallax Volatility Advisers
California
$5.01M +$1.3M +9,575 +35%
BCM
160
Brookstone Capital Management
Illinois
$4.9M -$2.05M -15,794 -30%
OFG
161
Oxford Financial Group
Indiana
$4.81M -$891K -6,575 -16%
HW
162
Hancock Whitney
Mississippi
$4.78M -$186K -1,372 -4%
CA
163
Cetera Advisors
Colorado
$4.74M +$85.5K +631 +2%
MML Investors Services
164
MML Investors Services
Massachusetts
$4.49M -$1.19M -8,762 -21%
DSA
165
Droms Strauss Advisors
Missouri
$4.42M +$54.5K +402 +1%
LI
166
Leeward Investments
Massachusetts
$4.42M -$9.55M -70,454 -68%
FLPIM
167
F.L. Putnam Investment Management
Massachusetts
$4.42M +$1.01M +7,456 +30%
IFO
168
Independent Family Office
New York
$4.34M -$883K -6,514 -17%
VCM
169
Viewpoint Capital Management
Washington
$4.31M +$48.4K +357 +1%
NA
170
NewEdge Advisors
Louisiana
$4.29M -$2.56M -18,890 -37%
NWM
171
Northwest Wealth Management
Iowa
$4.28M +$5.29K +39 +0.1%
HWM
172
HB Wealth Management
Georgia
$4.24M +$103K +761 +2%
LSPW
173
Lake Street Private Wealth
Illinois
$4.23M +$1.18M +8,691 +39%
OFS
174
Oldfather Financial Services
Nebraska
$4.21M +$61.3K +452 +1%
Cambridge Investment Research Advisors
175
Cambridge Investment Research Advisors
Iowa
$4.15M -$5.06M -37,303 -55%
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