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iShares Russell 2000 Value ETF
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Overview Fund Activity

963 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 150 funds opening new positions, 295 increasing their positions, 332 reducing their positions, and 49 closing their positions.

Holders
963
Holders Change
+85
Holders Change %
+9.68%
% of All Funds
14.12%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.5%
New
150
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
1
Morgan Stanley
New York
$1.89B
2
State Board of Administration of Florida Retirement System
2
State Board of Administration of Florida Retirement System
Florida
$214M
3
Goldman Sachs
3
Goldman Sachs
New York
$229M
4
Bank of America
4
Bank of America
North Carolina
$907M
5
M&T Bank
5
M&T Bank
New York
$114M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$15M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$21.4M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$55.7M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$187M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$70.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$70.6M -$26.4M -169,968 -27%
CB
27
Commerce Bank
Missouri
$63.2M -$4.18M -26,915 -6%
JRP
28
Jasper Ridge Partners
California
$60.1M -$4.06M -26,148 -6%
Allspring Global Investments
29
Allspring Global Investments
North Carolina
$55.7M -$34.6M -222,865 -38%
BPWM
30
Badgley Phelps Wealth Managers
Washington
$54.4M +$4.35M +27,982 +9%
SEI Investments
31
SEI Investments
Pennsylvania
$53.2M +$4.79M +30,863 +10%
HighTower Advisors
32
HighTower Advisors
Illinois
$50.1M +$15.6M +100,584 +45%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$49.6M +$20.8M +133,758 +72%
ANTB
34
AMG National Trust Bank
Colorado
$49.5M -$429K -2,759 -0.9%
Brown Advisory
35
Brown Advisory
Maryland
$48.8M +$3.71M +23,913 +8%
FWI
36
Facet Wealth Inc
Maryland
$48.2M +$6.02M +40,920 +14%
WT
37
Whittier Trust
California
$46.1M +$1.09M +7,007 +2%
Ameriprise
38
Ameriprise
Minnesota
$45.6M +$6.89M +44,284 +18%
WPW
39
Waldron Private Wealth
Pennsylvania
$44.1M +$23.9M +153,876 +118%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$40.5M +$1.45M +9,339 +4%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$39.6M -$922K -5,934 -2%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$38M +$38M +244,423 New
MCM
43
MAI Capital Management
Ohio
$37.7M -$1.21M -7,772 -3%
RJA
44
Raymond James & Associates
Florida
$37.7M +$1.81M +11,645 +5%
Twin Tree Management
45
Twin Tree Management
Texas
$37.4M +$37.4M +240,955 New
PLFA
46
Pacific Life Fund Advisors
California
$35.9M +$35.9M +231,311 New
BlackRock
47
BlackRock
New York
$35.8M +$8.26M +53,199 +30%
CFM
48
Comprehensive Financial Management
California
$35.8M – – –
AP
49
Advisors Preferred
Maryland
$35.5M +$35.5M +229,420 New
Truist Financial
50
Truist Financial
North Carolina
$34.7M -$808K -5,203 -2%
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