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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 %
DJSG
551
D.J. St. Germain
Massachusetts
$482K – – –
ANBT
552
American National Bank & Trust
Texas
$482K -$156K -1,007 -25%
WWM
553
Western Wealth Management
Colorado
$482K +$241K +1,553 +100%
EFG
554
Embree Financial Group
Illinois
$480K +$480K +3,093 New
DWP
555
Daymark Wealth Partners
Ohio
$480K – – –
PCM
556
Pointe Capital Management
Michigan
$478K +$149K +960 +45%
PSA
557
Plum Street Advisors
Louisiana
$476K +$476K +3,063 New
MWA
558
Monograph Wealth Advisors
California
$475K – – –
ATPW
559
Ashton Thomas Private Wealth
Arizona
$473K +$43.3K +279 +10%
AA
560
Ancora Advisors
Ohio
$471K -$29.2K -188 -6%
AWM
561
Axxcess Wealth Management
California
$470K +$217K +1,394 +85%
KFI
562
Key Financial Inc
Pennsylvania
$470K -$1.86K -12 -0.4%
CG
563
Cynosure Group
Utah
$466K +$81.1K +522 +21%
KMWM
564
Keudell/Morrison Wealth Management
Oregon
$466K – – –
PTC
565
Private Trust Company
Ohio
$464K +$13.8K +89 +3%
NP
566
NorthRock Partners
Minnesota
$464K +$464K +2,987 New
HF
567
Halpern Financial
Virginia
$463K – – –
EWM
568
Evermay Wealth Management
Virginia
$459K -$14.1K -91 -3%
DFG
569
Delta Financial Group
New Jersey
$458K +$8.55K +55 +2%
SCA
570
St. Clair Advisors
Ohio
$457K – – –
PWM
571
Paulson Wealth Management
Illinois
$453K – – –
DTC
572
Davidson Trust Company
Washington
$453K -$29.8K -192 -6%
FMN
573
Financial Management Network
California
$451K – – –
LSA
574
Lion Street Advisors
Texas
$447K – – –
PI
575
PFG Investments
New York
$446K +$88.1K +567 +25%
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