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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 %
SCM
201
SCS Capital Management
Massachusetts
$3.25M – – –
IFA
202
Interactive Financial Advisors
Illinois
$3.24M -$186K -1,374 -5%
PP
203
Prosperity Planning
Missouri
$3.22M -$10K -74 -0.3%
JPG
204
Jordan Park Group
California
$3.2M -$1.02M -7,532 -24%
FCI
205
Financial Counselors Inc
Kansas
$3.16M +$166K +1,221 +6%
RWA
206
Redmont Wealth Advisors
Illinois
$3.05M -$306K -2,261 -9%
GLLW
207
Graves Light Lenhart Wealth
Virginia
$3.02M -$56.1K -425 -2%
GAB
208
German American Bancorp
Indiana
$2.94M +$40.9K +302 +1%
HSA
209
HBK Sorce Advisory
Pennsylvania
$2.93M -$1.78M -13,138 -38%
IP
210
Investment Partners
Ohio
$2.89M +$105K +773 +4%
TFA
211
Tobias Financial Advisors
Florida
$2.87M -$2.45M -18,078 -46%
CCB
212
Country Club Bank
Missouri
$2.86M -$67.3K -494 -2%
RJT
213
Raymond James Trust
Florida
$2.86M -$280K -2,066 -9%
UB
214
UMB Bank
Missouri
$2.78M +$294K +2,171 +12%
FWMM
215
Foundation Wealth Management (Missouri)
Missouri
$2.76M -$107K -788 -4%
APWA
216
Atlas Private Wealth Advisors
New Jersey
$2.75M -$17.1K -126 -0.6%
GIA
217
GHP Investment Advisors
Colorado
$2.74M -$50.6K -386 -2%
BCM
218
Bridgeway Capital Management
Texas
$2.74M -$1.55M -11,400 -36%
CA
219
Clearstead Advisors
Ohio
$2.74M +$1.47M +10,819 +116%
AB
220
Atlas Brown
Kentucky
$2.72M +$28.6K +211 +1%
TYCC
221
Texas Yale Capital Corp
Florida
$2.7M – – –
IIC
222
Integrated Investment Consultants
Michigan
$2.69M +$2.17K +16 +0.1%
MWM
223
Meridian Wealth Management
Kentucky
$2.66M +$1.33M +9,813 +100%
VCP
224
Verus Capital Partners
Arizona
$2.66M +$233K +1,721 +10%
SIM
225
SSI Investment Management
California
$2.63M -$11.1K -82 -0.4%
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