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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 %
ATC
326
Argent Trust Co
Tennessee
$1.49M – – –
ONB
327
Old National Bancorp
Indiana
$1.48M – – –
CA
328
Clearstead Advisors
Ohio
$1.47M -$1.66M -10,693 -53%
ACA
329
Anchor Capital Advisors
Massachusetts
$1.46M -$1.21M -7,811 -45%
HPM
330
Hoxton Planning & Management
West Virginia
$1.45M +$1.07M +6,915 +283%
Nuveen Asset Management
331
Nuveen Asset Management
Illinois
$1.45M +$1.45M +9,334 New
SCM
332
Stordahl Capital Management
Colorado
$1.44M +$42.7K +275 +3%
CCG
333
Cypress Capital Group
Florida
$1.44M -$166K -1,067 -10%
TA
334
TFB Advisors
Kansas
$1.43M +$1.43M +9,178 New
Wealthfront Advisers
335
Wealthfront Advisers
California
$1.39M +$39K +251 +3%
PA
336
Parallel Advisors
California
$1.39M +$311 +2 +0%
GVAG
337
Great Valley Advisor Group
Delaware
$1.38M +$184K +1,188 +15%
ACM
338
Alamar Capital Management
California
$1.36M +$76.9K +495 +6%
AWM
339
AE Wealth Management
Kansas
$1.35M +$140K +927 +12%
Envestnet Portfolio Solutions
340
Envestnet Portfolio Solutions
Illinois
$1.35M +$305K +1,966 +29%
FBB
341
Fulton Breakefield Broenniman
Maryland
$1.34M -$13.2K -85 -1%
CCT
342
Chemung Canal Trust
New York
$1.34M -$22.1K -142 -2%
AFG
343
Altiora Financial Group
Ohio
$1.33M +$66.8K +430 +5%
BCM
344
BluePointe Capital Management
California
$1.33M +$1.33M +8,586 New
SFG
345
Sterling Financial Group
California
$1.33M – – –
BIA
346
BHK Investment Advisors
Alabama
$1.33M -$250K -1,612 -16%
FFA
347
First Foundation Advisors
California
$1.32M +$948K +6,102 +252%
ML
348
McAdam LLC
Pennsylvania
$1.32M +$337K +2,171 +34%
LNC
349
Lincoln National Corp
Pennsylvania
$1.32M +$173K +1,112 +15%
SWP
350
Stratos Wealth Partners
Ohio
$1.31M +$56.4K +363 +5%
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