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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 %
D
676
Dentgroup
Louisiana
$281K -$303K -1,954 -52%
IWA
677
Icon Wealth Advisors
Texas
$281K +$281K +1,806 New
PAM
678
Peak Asset Management
Colorado
$280K – – –
TBWA
679
Three Bridge Wealth Advisors
California
$278K – – –
PAM
680
Palisade Asset Management
Minnesota
$277K -$46.6K -300 -14%
ACM
681
Advance Capital Management
Michigan
$277K – – –
STA
682
Summit Trail Advisors
New York
$275K +$16.2K +104 +6%
FCH
683
Freestone Capital Holdings
Washington
$273K – – –
MFT
684
Moisand Fitzgerald Tamayo
Florida
$273K – – –
LFG
685
Larson Financial Group
Missouri
$272K -$3.57K -23 -1%
BWA
686
Bordeaux Wealth Advisors
California
$272K – – –
LSAG
687
Lake Street Advisors Group
New Hampshire
$272K +$272K +1,750 New
RhumbLine Advisers
688
RhumbLine Advisers
Massachusetts
$269K -$420K -2,703 -61%
LGWM
689
Litman Gregory Wealth Management
California
$269K – – –
NF
690
Norwood Financial
Pennsylvania
$269K -$2.33K -15 -0.9%
BFIC
691
Bedell Frazier Investment Counselling
California
$265K +$265K +1,708 New
FCBT
692
First Citizens Bank & Trust
North Carolina
$264K +$264K +1,702 New
MFGP
693
Marshall Financial Group (Pennsylvania)
Pennsylvania
$261K +$3.26K +21 +1%
IFA
694
Interactive Financial Advisors
Illinois
$259K -$1.68M -20,733 -87%
FB
695
Fulton Bank
Pennsylvania
$259K +$18.6K +120 +8%
TGAM
696
TBH Global Asset Management
Tennessee
$258K +$258K +1,663 New
CCG
697
Chatham Capital Group
Georgia
$258K – – –
DIS
698
Diversified Investment Strategies
Louisiana
$256K – – –
GJIA
699
Glass Jacobson Investment Advisors
Maryland
$255K -$47.2K -304 -16%
AT
700
American Trust
Kentucky
$255K -$35.6K -229 -12%
26 27
28
29 30