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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
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$338M
2
SV
2
Starboard Value
New York
$210M
3
Charles Schwab
3
Charles Schwab
California
$78.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$66.1M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$35.4M

Top Sellers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$10.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$867M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$7.55M
5
EWA
5
EP Wealth Advisors
California
$7.27M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$867M 6,397,254 -647,117 -9%
Bank of America
2
Bank of America
North Carolina
$742M 5,473,117 +29,820 +0.5%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$338M 2,490,353 +2,490,353 New
Jones Financial Companies
4
Jones Financial Companies
Missouri
$295M 2,175,841 +57,266 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$274M 2,023,092 -15,763 -0.8%
SV
6
Starboard Value
New York
$210M 1,550,000 +650,000 +72%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$186M 1,373,323 -34,979 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$159M 1,176,051 +21,223 +2%
UBS Group
9
UBS Group
Switzerland
$158M 1,168,475 -18,299 -2%
Goldman Sachs
10
Goldman Sachs
New York
$149M 1,096,907 -349,802 -24%
Betterment LLC
11
Betterment LLC
New York
$144M 1,058,701 -13,140 -1%
Wells Fargo
12
Wells Fargo
California
$142M 1,045,283 -36,647 -3%
DADC
13
D.A. Davidson & Co
Montana
$136M 999,930 +17,137 +2%
APF
14
Alaska Permanent Fund
Alaska
$119M 881,519 -34,981 -4%
Northern Trust
15
Northern Trust
Illinois
$111M 820,505 -41,270 -5%
US Bancorp
16
US Bancorp
Minnesota
$92.9M 697,961 +22,499 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$84.7M 624,700 -49,626 -7%
Victory Capital Management
18
Victory Capital Management
Texas
$83.1M 613,000 -337,000 -35%
LPL Financial
19
LPL Financial
California
$81.4M 600,421 +9,189 +2%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$78.8M 581,684 -121,169 -17%
Charles Schwab
21
Charles Schwab
California
$78.3M 577,579 +577,579 New
APP
22
Avantax Planning Partners
Iowa
$75.8M 559,021 +9,043 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$73.4M 541,748 +27,288 +5%
CCWM
24
Cassaday & Co Wealth Management
Virginia
$71.1M 524,608 +6,693 +1%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$66.1M 487,546 +480,410 +6,732%
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