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iShares Russell 2000 Value ETF
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Overview Fund Activity

963 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 150 funds opening new positions, 295 increasing their positions, 332 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
+85
Holders Change %
+9.68%
% of All Funds
14.12%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.5%
New
150
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
1
Morgan Stanley
New York
$1.89B
2
State Board of Administration of Florida Retirement System
2
State Board of Administration of Florida Retirement System
Florida
$214M
3
Goldman Sachs
3
Goldman Sachs
New York
$229M
4
Bank of America
4
Bank of America
North Carolina
$907M
5
M&T Bank
5
M&T Bank
New York
$114M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$15M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$21.4M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$55.7M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$187M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$70.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGAM
51
Stephens Group Asset Management
Arkansas
$34.7M +$1.93M +12,437 +6%
CL
52
Choreo LLC
Illinois
$34M +$3.88M +25,007 +13%
Mariner
53
Mariner
Kansas
$31M +$6.02M +38,729 +24%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$29.6M -$2.03M -12,794 -6%
Kayne Anderson Rudnick Investment Management
55
Kayne Anderson Rudnick Investment Management
California
$29.6M +$6.24M +40,197 +27%
SI
56
Stephens Inc
Arkansas
$29.3M -$1.11M -7,150 -4%
MWM
57
Modera Wealth Management
New Jersey
$25.5M -$1.28M -8,272 -5%
CM
58
Castleark Management
Illinois
$25.4M +$25.4M +163,710 New
WTC
59
WhitTier Trust Company
Nevada
$25.2M +$295K +1,902 +1%
PMAM
60
Picton Mahoney Asset Management
Ontario, Canada
$24.9M +$178K +1,149 +0.7%
SW
61
SVB Wealth
Massachusetts
$24.9M -$12M -77,436 -33%
GW
62
GW & Wade
Massachusetts
$23.7M -$107K -692 -0.5%
Principal Financial Group
63
Principal Financial Group
Iowa
$22.9M +$12.7M +81,593 +124%
CC
64
Courier Capital
New York
$22.8M +$932 +6 +0%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$22.6M +$1.43M +9,238 +7%
DPIM
66
Duff & Phelps Investment Management
Illinois
$22.4M +$186K +1,200 +0.8%
WF
67
WoodTrust Financial
Wisconsin
$21.9M -$457K -2,944 -2%
AAP
68
Arax Advisory Partners
Colorado
$21.8M -$267K -1,720 -1%
Two Sigma Investments
69
Two Sigma Investments
New York
$21.5M +$15.4M +99,100 +253%
Corient Private Wealth
70
Corient Private Wealth
Florida
$21.4M -$39.5M -254,315 -65%
JIC
71
Johnson Investment Counsel
Ohio
$21.4M +$1.29M +8,308 +6%
Citigroup
72
Citigroup
New York
$20.6M +$14.8M +95,006 +254%
Osaic Holdings
73
Osaic Holdings
Arizona
$19.8M -$7M -45,046 -26%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$19.8M -$772K -4,970 -4%
Prudential Financial
75
Prudential Financial
New Jersey
$19.5M +$306K +1,969 +2%
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