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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 %
Vanguard Group
301
Vanguard Group
Pennsylvania
$1.67M +$33.6K +216 +2%
TCG
302
Transcendent Capital Group
Oklahoma
$1.67M +$1.67M +10,747 New
LB
303
Legacy Bridge
Iowa
$1.67M -$6.99K -45 -0.4%
MMA
304
Miracle Mile Advisors
California
$1.65M -$11.3M -72,826 -87%
AFA
305
American Financial Advisors
Georgia
$1.65M -$65.4K -421 -4%
Toronto Dominion Bank
306
Toronto Dominion Bank
Ontario, Canada
$1.65M +$1.21M +7,794 +276%
FWP
307
FAS Wealth Partners
Kansas
$1.64M +$2.18K +14 +0.1%
EWM
308
Evercore Wealth Management
New York
$1.64M -$31.1K -200 -2%
SWM
309
Shakespeare Wealth Management
Wisconsin
$1.62M +$80.3K +517 +5%
ACM
310
Ategra Capital Management
Virginia
$1.59M +$504K +3,247 +46%
KTA
311
Keeley-Teton Advisors
Illinois
$1.59M +$578K +3,723 +57%
HNB
312
Huntington National Bank
Ohio
$1.58M -$1.32M – –
TPCW
313
TD Private Client Wealth
New York
$1.58M -$317K -2,042 -17%
CW
314
CreativeOne Wealth
Kansas
$1.57M +$1.18M +7,621 +304%
BMCM
315
Bryn Mawr Capital Management
Pennsylvania
$1.56M -$1.44M -9,249 -48%
RZH
316
Relyea Zuckerberg Hanson
Connecticut
$1.55M -$615K -3,961 -28%
FPIS
317
Financial Planning & Information Services
Wisconsin
$1.55M +$18K +116 +1%
Kovitz Investment Group Partners
318
Kovitz Investment Group Partners
Illinois
$1.54M +$21.1K +136 +1%
SF
319
Summit Financial
New Jersey
$1.53M +$27.8K +179 +2%
MWM
320
Meridian Wealth Management
Kentucky
$1.53M -$1.52M -9,795 -50%
FCFC
321
First Commonwealth Financial Corp
Pennsylvania
$1.53M -$876K -5,642 -36%
PFWA
322
Paces Ferry Wealth Advisors
Georgia
$1.52M +$1.24K +8 +0.1%
MWA
323
Midland Wealth Advisors
Illinois
$1.52M +$1.52M +9,771 New
Carson Wealth (CWM LLC)
324
Carson Wealth (CWM LLC)
Nebraska
$1.52M +$303K +1,951 +25%
EWA
325
Exencial Wealth Advisors
Oklahoma
$1.51M +$319K +2,053 +27%
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