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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 %
CWA
601
CJM Wealth Advisers
Virginia
$375K +$6.21K +40 +2%
BRWA
602
B. Riley Wealth Advisors
Florida
$373K -$26.4K -170 -7%
BBI
603
Baxter Bros Inc
Connecticut
$373K +$2.33K +15 +0.6%
LWP
604
LMG Wealth Partners
Louisiana
$372K – – –
Fisher Asset Management
605
Fisher Asset Management
Washington
$369K +$155K +996 +72%
FPCP
606
Fort Point Capital Partners
California
$368K -$3.26K -21 -0.9%
MAM
607
Marotta Asset Management
Virginia
$366K -$18.6K -120 -5%
MWS
608
Maxwell Wealth Strategies
California
$363K +$363K +2,336 New
BWM
609
Brown Wealth Management
Illinois
$361K +$361K +2,327 New
CSPIA
610
Cary Street Partners Investment Advisory
Virginia
$361K +$157K +1,010 +77%
CCG
611
Coastwise Capital Group
California
$360K +$4.51K +29 +1%
E
612
ETFidea
New York
$360K – – –
CIR
613
Clear Investment Research
Georgia
$358K -$11.5K -74 -3%
PA
614
Procyon Advisors
Connecticut
$358K +$89.5K +576 +33%
C
615
Certuity
Florida
$351K -$66K -425 -16%
Citadel Advisors
616
Citadel Advisors
Florida
$350K -$13.8M -89,092 -98%
RP
617
Riverwater Partners
Wisconsin
$349K +$349K +2,246 New
OLA
618
Oliver Luxxe Assets
New Jersey
$348K -$14.6K -94 -4%
WIA
619
World Investment Advisors
California
$348K -$5.44K -35 -2%
ETIA
620
Epic Trust Investment Advisors
Washington
$348K -$201K -1,295 -37%
BWA
621
Beam Wealth Advisors
Louisiana
$347K -$185K -1,190 -35%
EWP
622
Elevation Wealth Partners
California
$345K +$277K +2,047 +409%
NEWAS
623
N.E.W. Advisory Services
Wisconsin
$343K – – –
Luther King Capital Management (LKCM)
624
Luther King Capital Management (LKCM)
Texas
$342K -$298K – –
WDL
625
Well Done LLC
Michigan
$341K -$88.5K -570 -21%
23 24
25
26 27