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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 %
LCGC
576
Legacy Capital Group California
California
$445K -$493K -3,172 -53%
AWM
577
Apollon Wealth Management
South Carolina
$443K +$443K +2,853 New
CFA
578
Cahill Financial Advisors
Minnesota
$441K -$71K -457 -14%
CAG
579
Curtis Advisory Group
California
$440K -$98.8K -636 -18%
ES
580
Eagle Strategies
New York
$439K -$621 -4 -0.1%
CD
581
Chapin Davis
Maryland
$426K – – –
Empower Advisory Group
582
Empower Advisory Group
Colorado
$422K -$57.9K -373 -12%
CWM
583
Cahaba Wealth Management
Georgia
$419K +$5.28K +34 +1%
LFA
584
LGT Financial Advisors
Texas
$418K -$8.39K -54 -2%
AC
585
Apella Capital
Connecticut
$413K +$1.05K +7 +0.3%
FFM
586
Forum Financial Management
Illinois
$413K -$265K -1,706 -39%
C
587
Croban
Ohio
$410K +$410K +2,495 New
NS
588
NBC Securities
Alabama
$409K -$5.12K -33 -1%
PRWA
589
Platte River Wealth Advisors
Colorado
$401K – – –
FDCDDQ
590
Federation des caisses Desjardins du Quebec
Quebec, Canada
$400K +$64.8K +417 +19%
TWP
591
Total Wealth Planning
Ohio
$396K -$15.5K -100 -4%
OIA
592
OneDigital Investment Advisors
Kansas
$395K +$24.9K +160 +7%
AFP
593
Alpha Financial Partners
Kentucky
$395K – – –
MA
594
Mutual Advisors
Nebraska
$392K -$6.52K -42 -2%
MFA
595
Mayflower Financial Advisors
Massachusetts
$392K -$14.3K -92 -4%
FCA
596
FinTrust Capital Advisors
South Carolina
$389K -$621 -4 -0.2%
SFPG
597
Stonebridge Financial Planning Group
Florida
$388K +$388K +2,501 New
SCM
598
Shapiro Capital Management
Georgia
$383K -$9.01M -57,998 -96%
PP
599
Patten & Patten
Tennessee
$382K -$42.7K -275 -10%
GF
600
Gries Financial
Ohio
$382K -$49.4K -318 -11%
22 23
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