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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 %
BAM
351
Berkshire Asset Management
Pennsylvania
$1.3M -$155 -1 -0%
ACA
352
Affinity Capital Advisors
California
$1.3M -$2.8K -18 -0.2%
LWCFA
353
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.3M -$16.1K -109 -1%
PIM
354
Penobscot Investment Management
Massachusetts
$1.28M +$324K +2,083 +34%
TFF
355
The Family Firm
Maryland
$1.28M +$6.52K +42 +0.5%
MPM
356
MBB Public Markets
Illinois
$1.26M – – –
SWM
357
SilverOak Wealth Management
Minnesota
$1.25M +$1.25M +8,065 New
WP
358
WealthPLAN Partners
Nebraska
$1.25M +$94.8K +610 +8%
DWM
359
Dakota Wealth Management
Florida
$1.25M +$1M +6,462 +412%
MCM
360
Moore Capital Management
New York
$1.24M – – –
HCA
361
Harbour Capital Advisors
Virginia
$1.23M -$65.6K -435 -5%
MFG
362
Magnus Financial Group
New York
$1.23M -$138K -891 -10%
JIR
363
James Investment Research
Ohio
$1.22M -$311 -2 -0%
RFWA
364
RPg Family Wealth Advisory
Massachusetts
$1.22M -$9.16K -59 -0.7%
OC
365
Oppenheimer & Co
New York
$1.22M -$9.63K -62 -0.8%
EAM
366
Eukles Asset Management
Ohio
$1.21M -$64K -412 -5%
PA
367
Pinnacle Associates
New York
$1.21M +$754K +4,852 +165%
MAM
368
MWA Asset Management
Massachusetts
$1.21M +$1.86K +12 +0.2%
FPAS
369
Focus Partners Advisor Solutions
Missouri
$1.2M -$155 -1 -0%
CWM
370
Cornerstone Wealth Management
Missouri
$1.19M +$155K +1,000 +15%
WCF
371
West Coast Financial
California
$1.19M – – –
WB
372
West Bancorporation
Iowa
$1.19M -$551K -3,548 -32%
PFA
373
Pettinga Financial Advisors
Indiana
$1.19M -$62.9K -405 -5%
MCWS
374
McKinley Carter Wealth Services
West Virginia
$1.19M -$768K -4,942 -39%
LI
375
LMCG Investments
Massachusetts
$1.19M -$2.8K -18 -0.2%
13 14
15
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