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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 %
PVAMC
751
PPS&V Asset Management Consultants
Michigan
$209K +$209K +1,347 New
Thrivent Financial for Lutherans
752
Thrivent Financial for Lutherans
Minnesota
$209K -$5.77M -37,152 -97%
S
753
Sunpointe
Missouri
$208K +$208K +1,339 New
NCM
754
NCM Capital Management
New Jersey
$207K +$207K +1,333 New
AIM
755
Athena Investment Management
California
$206K +$206K +1,325 New
Russell Investments Group
756
Russell Investments Group
United Kingdom
$205K +$155 +1 +0.1%
JFG
757
JMG Financial Group
Illinois
$205K +$205K +1,318 New
CAG
758
Crestwood Advisors Group
Massachusetts
$203K +$203K +1,309 New
CFGS
759
Concourse Financial Group Securities
Alabama
$203K +$24.4K +157 +14%
TSWM
760
Tyler-Stone Wealth Management
Ohio
$202K +$109K +700 +117%
HPC
761
HM Payson & Co
Maine
$202K – – –
FFA
762
Farther Finance Advisors
California
$201K +$164K +1,057 +442%
9WM
763
9258 Wealth Management
Ohio
$201K +$201K +1,295 New
Walleye Trading
764
Walleye Trading
New York
$197K +$31.1K +200 +19%
JFG
765
JDM Financial Group
Texas
$197K -$1.24K -8 -0.6%
AAG
766
Armstrong Advisory Group
Massachusetts
$195K -$131K -845 -40%
WTA
767
Washington Trust Advisors
Massachusetts
$192K -$621 -4 -0.3%
AIM
768
Anchor Investment Management
South Carolina
$180K -$3.11K -20 -2%
NRC
769
New Republic Capital
North Carolina
$180K – – –
National Bank of Canada
770
National Bank of Canada
Quebec, Canada
$177K +$7.73K +50 +5%
PMFA
771
Plante Moran Financial Advisors
Michigan
$174K +$148K +955 +568%
SC
772
Stephens Consulting
Michigan
$173K +$165K +1,061 +2,122%
Lazard Asset Management
773
Lazard Asset Management
New York
$170K – – –
S
774
SignatureFD
Georgia
$168K +$51K +328 +44%
GWM
775
Grand Wealth Management
Michigan
$162K -$1.4K -9 -0.9%
29 30
31
32 33