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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 %
CB
526
Cadence Bank
Mississippi
$526K +$5.75K +37 +1%
SVWAG
527
Sound View Wealth Advisors Group
Georgia
$523K +$466 +3 +0.1%
AA
528
Alesco Advisors
New York
$520K – – –
BCM
529
Bayesian Capital Management
New York
$516K +$516K +3,325 New
PIMG
530
Patriot Investment Management Group
Tennessee
$516K – – –
SWM
531
Spire Wealth Management
Virginia
$516K – – –
CGPCS
532
Capital Group Private Client Services
California
$515K +$5.75K +37 +1%
CFP
533
Catalyst Financial Partners
Massachusetts
$514K -$29.4K -189 -5%
OSAM
534
O'Shaughnessy Asset Management
Connecticut
$510K +$100K +644 +24%
CWM
535
Castle Wealth Management
Florida
$505K -$13.5K -87 -3%
HWM
536
HighMark Wealth Management
Minnesota
$504K +$504K +3,246 New
RCAG
537
Rehmann Capital Advisory Group
Michigan
$503K -$466 -3 -0.1%
CPIG
538
Chicago Partners Investment Group
Illinois
$501K -$14.1K -94 -3%
PA
539
PFG Advisors
Arizona
$500K -$3.42K -22 -0.7%
NB
540
NBT Bank
New York
$499K +$129K +830 +35%
SFG
541
Sage Financial Group
Pennsylvania
$499K +$777 +5 +0.2%
CT
542
Colonial Trust
South Carolina
$498K – – –
MA
543
Montag & Associates
Georgia
$498K -$104K -668 -17%
AF
544
Apexium Financial
Texas
$494K +$494K +3,179 New
SWA
545
Strategies Wealth Advisors
Michigan
$494K +$6.21K +40 +1%
SAG
546
SageView Advisory Group
California
$490K +$263K +1,725 +115%
SAM
547
Smithbridge Asset Management
Pennsylvania
$490K – – –
VP
548
Verum Partners
North Carolina
$488K -$31.1K -200 -6%
BFM
549
Broadview Financial Management
Wisconsin
$487K -$777 -5 -0.2%
SCA
550
Snowden Capital Advisors
New York
$487K +$128K +827 +36%
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