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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 %
IBOK
701
Independence Bank of Kentucky
Kentucky
$254K – – –
FIC
702
FCG Investment Company
Tennessee
$253K +$253K +1,627 New
EIP
703
Ellis Investment Partners
Pennsylvania
$251K +$2.8K +18 +1%
UOP
704
University of Pittsburgh
Pennsylvania
$251K – – –
MG
705
Mather Group
Illinois
$247K -$1.4K -9 -0.6%
BFA
706
Bragg Financial Advisors
North Carolina
$246K -$609K -3,920 -71%
TCOV
707
Trust Company of Vermont
Vermont
$246K -$25.8K -166 -10%
SWM
708
Sugarloaf Wealth Management
Georgia
$245K +$1.86K +12 +0.8%
SIC
709
Sigma Investment Counselors
Michigan
$245K – – –
AssetMark Inc
710
AssetMark Inc
California
$244K -$3.73K -24 -2%
IAG
711
Investmark Advisory Group
Connecticut
$243K +$932 +6 +0.4%
SPC
712
Sigma Planning Corp
Michigan
$243K -$1.34M -8,607 -85%
ARA
713
Alexander Randolph Advisory
Virginia
$242K +$242K +1,555 New
PFP
714
Paragon Financial Partners
California
$241K -$47.7K -307 -17%
MPCL
715
My Personal CFO LLC
Washington
$238K -$46K -296 -16%
CWM
716
CCG Wealth Management
California
$236K +$236K +1,518 New
LWA
717
LWS Wealth Advisors
New Jersey
$234K +$1.24K +8 +0.5%
TH
718
TCTC Holdings
Texas
$234K – – –
LC
719
Lindbrook Capital
California
$234K – – –
MBT
720
Montecito Bank & Trust
California
$234K – – –
FG
721
Foster Group
Iowa
$234K – – –
USB
722
Union Savings Bank
Connecticut
$233K -$3.57K -23 -2%
CFGA
723
Cambridge Financial Group (Arizona)
Arizona
$233K +$233K +1,500 New
CWM
724
Circle Wealth Management
New Jersey
$232K -$404K -2,600 -64%
TPI
725
Trust Point Inc
Wisconsin
$231K +$231K +1,484 New
27 28
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