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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 %
MFA
776
McClarren Financial Advisors
Pennsylvania
$162K +$2.02K +13 +1%
WT
777
Washington Trust
Rhode Island
$160K -$3.11K -20 -2%
RTL
778
Red Tortoise LLC
Georgia
$160K +$2.02K +13 +1%
CF
779
Centaurus Financial
California
$159K +$17.3K +111 +12%
DFA
780
DHJJ Financial Advisors
Illinois
$158K – – –
GG
781
Greenwood Gearhart
Arkansas
$155K +$155K +1,000 New
CSB
782
City State Bank
Iowa
$150K – – –
NL
783
NVWM LLC
Pennsylvania
$144K – – –
PS
784
Planned Solutions
California
$142K +$142K +913 New
AWM
785
Avior Wealth Management
Nebraska
$136K – – –
CAL
786
Capital Advisors Ltd
Ohio
$133K -$31.3K -202 -19%
VCM
787
Versant Capital Management
Arizona
$133K – – –
RIL
788
Rothschild Investment LLC
Illinois
$132K +$132K +852 New
IGWM
789
ICA Group Wealth Management
Colorado
$130K +$130K +837 New
AA
790
Addison Advisors
Vermont
$128K – – –
WP
791
WealthShield Partners
North Carolina
$127K -$1.02M -6,542 -89%
BSWA
792
Bromfield Sneider Wealth Advisors
Massachusetts
$126K – – –
IFWM
793
Institute for Wealth Management
Colorado
$118K -$746K -4,800 -86%
CMP
794
Coston McIsaac & Partners
Maine
$117K – – –
FUBT
795
First United Bank & Trust
Maryland
$116K +$116K +744 New
EK
796
Evensky & Katz
Florida
$113K +$6.71K +43 +6%
AWM
797
Atticus Wealth Management
Florida
$112K +$1.24K +8 +1%
SMA
798
Sage Mountain Advisors
Georgia
$110K -$1.09K -7 -1%
GKIM
799
GW&K Investment Management
Massachusetts
$109K +$109K +699 New
SC
800
SouthState Corp
Florida
$109K -$4.19K -27 -4%
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