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iShares Russell 2000 Value ETF
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Overview Fund Activity

964 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 151 funds opening new positions, 295 increasing their positions, 332 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
+86
Holders Change %
+9.79%
% of All Funds
14.13%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.5%
New
151
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 %
UAS
276
United Asset Strategies
New York
$1.97M -$235K -1,511 -11%
KA
277
Klingman & Associates
New York
$1.97M – – –
MA
278
Marquette Associates
Illinois
$1.96M +$1.96M +7,484 New
MWM
279
Maltin Wealth Management
New Jersey
$1.94M -$6.84K -44 -0.4%
SSB
280
Sandy Spring Bank
Maryland
$1.92M -$82.5K -531 -4%
ATI
281
ARK & TLK Investments
Oklahoma
$1.91M +$1.91M +12,268 New
SW
282
SkyOak Wealth
Michigan
$1.89M +$200K +1,287 +12%
VF
283
Vawter Financial
Ohio
$1.88M -$39.9K -257 -2%
TW
284
Towerpoint Wealth
California
$1.88M -$25.5K -164 -1%
FMII
285
Farmers & Merchants Investments Inc
Nebraska
$1.84M – – –
CCM
286
Carlson Capital Management
Minnesota
$1.83M -$94.3K -607 -5%
MLA
287
MB, Levis & Associates
Pennsylvania
$1.81M +$23K +148 +1%
FTS
288
Fifth Third Securities
Ohio
$1.8M -$18.3K -118 -1%
GC
289
Guggenheim Capital
Illinois
$1.78M -$123K -795 -6%
RFC
290
Regions Financial Corp
Alabama
$1.75M +$49.6K +319 +3%
LTL
291
Lowery Thomas LLC
California
$1.75M +$6.99K +45 +0.4%
GRP
292
Global Retirement Partners
California
$1.74M +$43.6K +297 +3%
CWA
293
Cornerstone Wealth Advisors
Minnesota
$1.74M -$195K -1,256 -10%
CFG
294
Clayton Financial Group
Missouri
$1.73M +$1.73M +11,158 New
RC
295
Roundview Capital
New Jersey
$1.72M -$131K -841 -7%
VFA
296
Valeo Financial Advisors
Indiana
$1.71M +$208K +1,339 +14%
SPIA
297
Steward Partners Investment Advisory
New York
$1.7M +$160K +1,032 +10%
QCG
298
Quadrant Capital Group
Ohio
$1.7M – – –
MCM
299
MV Capital Management
Maryland
$1.69M +$129K +832 +8%
SFS
300
Sowell Financial Services
Arkansas
$1.68M +$1.68M +10,809 New
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12
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