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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 %
AWA
176
Archvest Wealth Advisors
California
$4.14M +$262K +1,931 +7%
AAS
177
Avantax Advisory Services
Texas
$4.1M -$43.1K -318 -1%
GJL
178
Gendell Jeffrey L
$4.07M +$2.71M +20,000 +200%
TAM
179
Tocqueville Asset Management
New York
$4.07M -$75.2K -555 -2%
XF
180
XML Financial
Maryland
$4.02M +$11.9K +88 +0.3%
Millennium Management
181
Millennium Management
New York
$3.98M +$147K +1,083 +4%
ITB
182
Idaho Trust Bank
Idaho
$3.95M -$388K -2,862 -9%
MAM
183
McLean Asset Management
Virginia
$3.93M -$40.9K -304 -1%
COI
184
Connable Office Inc
Michigan
$3.89M +$3.89M +28,690 New
CS
185
Credit Suisse
Switzerland
$3.87M +$56.5K +417 +1%
PAG
186
Private Advisor Group
New Jersey
$3.86M -$203K -1,498 -5%
WIC
187
Whitegate Investment Counselors
New Hampshire
$3.83M -$123K -910 -3%
NFW
188
Noble Family Wealth
Florida
$3.58M -$26.2K -193 -0.7%
WWM
189
Windsor Wealth Management
Indiana
$3.56M -$1.16M -8,593 -25%
FSWA
190
Financial Synergies Wealth Advisors
Texas
$3.54M – – –
PFBT
191
Parkside Financial Bank & Trust
Missouri
$3.52M -$199K -1,469 -5%
AI
192
Ariel Investments
Illinois
$3.48M +$500K +3,692 +17%
Fuller & Thaler Asset Management
193
Fuller & Thaler Asset Management
California
$3.45M -$1.76M -12,991 -34%
Janney Montgomery Scott
194
Janney Montgomery Scott
Pennsylvania
$3.43M +$193K +1,424 +6%
BGIM
195
Brandywine Global Investment Management
Pennsylvania
$3.43M +$2.35M +17,323 +218%
Two Sigma Advisers
196
Two Sigma Advisers
New York
$3.42M +$3.42M +25,200 New
LL
197
LWMG LLC
Minnesota
$3.38M -$132K -971 -4%
BF
198
BOK Financial
Oklahoma
$3.29M -$77.6K -609 -2%
State Street
199
State Street
Massachusetts
$3.26M -$983K -7,200 -23%
GS
200
GTS Securities
New York
$3.25M +$3.25M +23,960 New
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8
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