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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 %
CANC
451
Culbertson A N & Co
Virginia
$758K – – –
CFFP
452
Center for Financial Planning
Michigan
$758K -$4.66K -30 -0.6%
RLWM
453
RF&L Wealth Management
Massachusetts
$756K -$40.4K -260 -5%
SCA
454
Southern Capital Advisors
Tennessee
$756K +$114K +731 +18%
AWA
455
Arete Wealth Advisors
Illinois
$754K +$473K +3,046 +168%
GCM
456
Gables Capital Management
Florida
$754K – – –
FCM
457
Firestone Capital Management
Florida
$750K – – –
CPA
458
Cardiff Park Advisors
California
$746K +$4.19K +27 +0.6%
BI
459
Berkeley Inc
Idaho
$745K -$36.3K -234 -5%
WFS
460
Widmann Financial Services
Maryland
$738K -$9.79K -63 -1%
JWCA
461
J.W. Cole Advisors
Florida
$735K +$160K +1,032 +28%
WSTAM
462
Wilbanks Smith & Thomas Asset Management
Virginia
$716K -$96K -618 -12%
FBFS
463
First Business Financial Services
Wisconsin
$715K -$5.13K -33 -0.7%
UWPG
464
Ullmann Wealth Partners Group
Florida
$713K -$28.9K -186 -4%
GIS
465
Grayhawk Investment Strategies
Alberta, Canada
$712K -$93.2K -600 -12%
PFM
466
Phillips Financial Management
Indiana
$710K -$59.2K -381 -8%
GPA
467
Guidance Point Advisors
Massachusetts
$701K -$11.4K -73 -2%
LFS
468
Lutz Financial Services
Nebraska
$698K – – –
OCG
469
Opus Capital Group
Ohio
$695K -$30.1K -194 -4%
SIMC
470
Squire Investment Management Company
Utah
$689K +$689K +4,436 New
PWM
471
Perigon Wealth Management
California
$687K +$87.8K +565 +15%
TNA
472
True North Advisors
Texas
$684K – – –
IA
473
IFP Advisors
Florida
$679K -$1.86K -12 -0.3%
RWG
474
Regal Wealth Group
California
$679K -$4.52K -30 -0.7%
PCMC
475
Paragon Capital Management (Colorado)
Colorado
$678K -$209K -1,345 -24%
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