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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
+$899M
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
+$59.1M
4
Bank of America
Bank of America
North Carolina
+$56.4M
5
M&T Bank
M&T Bank
New York
+$42.9M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$60.8M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$39.5M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$34.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$26.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
251
Oppenheimer Asset Management
New York
$2.49M +$2.49M +16,030 New
SWA
252
Stratos Wealth Advisors
Ohio
$2.48M -$7.61K -49 -0.3%
GC
253
Grimes & Company
Massachusetts
$2.48M +$19K +122 +0.8%
UB
254
UMB Bank
Missouri
$2.47M -$709K -4,562 -22%
AMG
255
Asset Management Group
Connecticut
$2.45M -$38.5K -248 -2%
AIA
256
Alera Investment Advisors
Illinois
$2.44M +$1.25M +8,066 +105%
SLT
257
St Louis Trust
Missouri
$2.44M – – –
WP
258
WealthSource Partners
California
$2.42M +$363K +2,338 +18%
WA
259
Wealth Architects
California
$2.36M -$29.5K -190 -1%
William Blair Investment Management
260
William Blair Investment Management
Illinois
$2.28M +$2.28M +14,662 New
PFP
261
Pinnacle Financial Partners
Tennessee
$2.22M +$72.2K +465 +3%
LBC
262
Lowe Brockenbrough & Co
Virginia
$2.22M -$532K -3,425 -19%
Capstone Investment Advisors
263
Capstone Investment Advisors
New York
$2.22M -$26.3M -169,552 -92%
ACA
264
Atlas Capital Advisors
Wyoming
$2.19M -$420K -2,701 -16%
WPWM
265
Windward Private Wealth Management
Kansas
$2.17M -$311 -2 -0%
WDG
266
Wealth Dimensions Group
Ohio
$2.1M -$268K -1,728 -11%
Barclays
267
Barclays
United Kingdom
$2.1M -$20M -128,821 -90%
JPG
268
Jordan Park Group
California
$2.1M -$1.57M -10,113 -43%
VCP
269
Verus Capital Partners
Arizona
$2.1M -$951K -6,121 -31%
HR
270
Hardy Reed
Mississippi
$2.07M – – –
DWT
271
Dorsey & Whitney Trust
South Dakota
$2.06M +$323K +2,077 +19%
Lido Advisors
272
Lido Advisors
California
$2.06M -$731K -4,704 -26%
CIM
273
Confluence Investment Management
Missouri
$2.01M +$2.01M +12,920 New
WAP
274
Wealthcare Advisory Partners
Pennsylvania
$2M +$14.4K +93 +0.7%
WTB
275
Washington Trust Bank
Washington
$1.99M +$632K +4,067 +46%
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