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iShares Russell 2000 Value ETF
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Overview Fund Activity

963 hedge funds and large institutions have $10.2B invested in iShares Russell 2000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 295 increasing their positions, 332 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
+85
Holders Change %
+9.68%
% of All Funds
14.12%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.5%
New
150
Increased
295
Reduced
332
Closed
49
Calls
$90.1M
Puts
$94.2M
Net Calls
-$4.06M
Net Calls Change
+$25.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.89B
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$214M
3
Goldman Sachs
Goldman Sachs
New York
$229M
4
Bank of America
Bank of America
North Carolina
$907M
5
M&T Bank
M&T Bank
New York
$114M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$15M
2
Corient Private Wealth
Corient Private Wealth
Florida
$21.4M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$55.7M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$187M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$70.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
226
Texas Yale Capital Corp
Florida
$3.09M -$8.54K -55 -0.3%
HI
227
Harbour Investments
Wisconsin
$3.06M +$224K +1,444 +8%
IIC
228
Integrated Investment Consultants
Michigan
$3.04M -$36K -232 -1%
BFS
229
Bare Financial Services
Pennsylvania
$3.03M +$3.03M +19,475 New
MAM
230
Meeder Asset Management
Ohio
$3.02M +$192K +1,239 +7%
VWA
231
Visionary Wealth Advisors
Illinois
$3.01M +$1.18M +7,617 +65%
VW
232
Vance Wealth
California
$2.95M +$85.3K +549 +3%
SFG
233
StrategIQ Financial Group
Indiana
$2.91M -$74.1K -477 -2%
BIM
234
Bridges Investment Management
Nebraska
$2.89M – – –
SYBT
235
Stock Yards Bank & Trust
Kentucky
$2.89M +$125K +807 +5%
PRCP
236
Pacific Ridge Capital Partners
Oregon
$2.81M +$2.81M +18,115 New
AWS
237
Atria Wealth Solutions
New York
$2.8M +$50.2K +323 +2%
FWM
238
FMA Wealth Management
Massachusetts
$2.74M +$2.74M +17,629 New
EWM
239
Empirical Wealth Management
Washington
$2.72M -$114K -732 -4%
CIA
240
Concurrent Investment Advisors
Florida
$2.7M +$2.7M +17,364 New
BPA
241
Beacon Pointe Advisors
California
$2.67M -$97.9K -630 -4%
Millennium Management
242
Millennium Management
New York
$2.66M -$1.9M -12,203 -42%
HSA
243
HBK Sorce Advisory
Pennsylvania
$2.66M -$692K -4,454 -21%
WAM
244
Weinberger Asset Management
California
$2.64M -$229K -1,476 -8%
GWM
245
Geneos Wealth Management
Colorado
$2.58M -$48K -309 -2%
BC
246
Bartlett & Co
Ohio
$2.55M -$45.4K -288 -2%
BCWM
247
Bartlett & Co Wealth Management
Ohio
$2.55M -$45.4K -288 -2%
CWM
248
Concentric Wealth Management
California
$2.51M -$102K -655 -4%
FHB
249
First Hawaiian Bank
Hawaii
$2.49M +$953K +6,134 +62%
FWP
250
Falcon Wealth Planning
California
$2.49M +$1.45M +9,341 +139%
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