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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 %
MFIM
726
Mesirow Financial Investment Management
Illinois
$230K +$230K +1,484 New
FCM
727
Family Capital Management
Michigan
$230K – – –
CIA
728
Compass Ion Advisors
Pennsylvania
$230K +$155 +1 +0.1%
NG
729
Northstar Group
New York
$226K +$226K +1,455 New
SC
730
Sapient Capital
Indiana
$225K +$225K +1,449 New
EWM
731
EPG Wealth Management
Georgia
$225K +$8.97K +61 +4%
KWS
732
Keystone Wealth Services
California
$224K -$179K -1,155 -44%
LOPW
733
Live Oak Private Wealth
North Carolina
$223K +$223K +1,438 New
WTFG
734
Wells Trecaso Financial Group
Ohio
$223K +$223K +1,434 New
LWANC
735
Laurel Wealth Advisors (North Carolina)
North Carolina
$220K – – –
SC
736
Scotia Capital
Ontario, Canada
$219K +$219K +1,412 New
B
737
Bensler
Washington
$219K +$219K +1,412 New
AC
738
Annandale Capital
Texas
$219K +$219K +1,408 New
RBC
739
Romano Brothers & Co
Illinois
$218K +$218K +1,403 New
SSWM
740
Smith Salley Wealth Management
North Carolina
$217K +$217K +1,399 New
SHGA
741
Sand Hill Global Advisors
California
$215K -$14.9K -96 -6%
CTWM
742
Cherry Tree Wealth Management
Minnesota
$214K – – –
BAM
743
Belpointe Asset Management
Nevada
$212K -$111K -713 -34%
WW
744
Westshore Wealth
California
$212K +$212K +1,365 New
IC
745
IEQ Capital
California
$212K -$63.8K -411 -23%
SAM
746
S.A. Mason
Michigan
$212K -$7.92K -51 -4%
1IA
747
1834 Investment Advisors
Wisconsin
$211K +$211K +1,361 New
HPA
748
High Probability Advisors
New York
$210K -$121K -776 -36%
KCM
749
Kanawha Capital Management
Virginia
$210K +$210K +1,350 New
MWM
750
Mission Wealth Management
California
$209K +$209K +1,348 New
28 29
30
31 32