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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 %
NFA
626
Northern Financial Advisors
Michigan
$341K – – –
LWL
627
Leo Wealth LLC
Texas
$340K +$340K +2,195 New
VFIC
628
Valley Forge Investment Consultants
Pennsylvania
$340K +$4.19K +27 +1%
ADL
629
Asset Dedication LLC
California
$340K -$27.3K -176 -7%
CSWM
630
Cassady Schiller Wealth Management
Ohio
$340K – – –
APW
631
Austin Private Wealth
Texas
$338K -$93K -599 -22%
FAIM
632
Financial Advocates Investment Management
Washington
$335K +$155 +1 +0%
SMC
633
Smith, Moore & Co
Missouri
$332K -$16K -115 -5%
AIP
634
Ameritas Investment Partners
Nebraska
$329K +$57.6K +371 +21%
AF
635
Advisornet Financial
Minnesota
$328K -$25.8K -166 -7%
HR
636
Howe & Rusling
New York
$327K – – –
DT
637
Diversified Trust
Tennessee
$326K -$109K -701 -25%
CAS
638
Coppell Advisory Solutions
Texas
$323K +$116K +749 +56%
BIC
639
Beach Investment Counsel
Pennsylvania
$323K – – –
WAL
640
W Advisors LLC
Tennessee
$323K -$6.21K -40 -2%
LTAS
641
Linden Thomas Advisory Services
North Carolina
$321K +$321K +2,065 New
DI
642
DFPG Investments
Utah
$319K -$13.9K -92 -4%
SI
643
Saxon Interests
Texas
$319K +$319K +2,055 New
AIM
644
Allen Investment Management
New York
$317K – – –
SC
645
Steph & Co
Wisconsin
$316K +$21.3K +137 +7%
BBNA
646
Bremer Bank National Association
Minnesota
$315K – – –
HIP
647
HUB Investment Partners
Texas
$315K +$4.5K +29 +1%
RLIM
648
Red Lighthouse Investment Management
New York
$312K – – –
T
649
TNF
Montana
$311K +$311K +2,029 New
RCM
650
Regency Capital Management
Hawaii
$311K – – –
24 25
26
27 28