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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
Morgan Stanley
New York
$1.89B
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
$229M
4
Bank of America
Bank of America
North Carolina
$907M
5
M&T Bank
M&T Bank
New York
$114M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$15M
2
Corient Private Wealth
Corient Private Wealth
Florida
$21.4M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$55.7M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$187M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$70.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
851
Sound Income Strategies
Florida
$40.5K +$9.03K +58 +29%
CFD
852
Creative Financial Designs
Indiana
$39.2K +$310 +2 +0.8%
BTI
853
Blue Trust Inc
Georgia
$38K +$27.9K +204 +276%
PWA
854
Provenance Wealth Advisors
Florida
$37.4K – – –
PCMC
855
Private Capital Management (Colorado)
Colorado
$36.9K – – –
AIC
856
Archer Investment Corporation
Indiana
$35.9K – – –
SWM
857
Sanctuary Wealth Management
Idaho
$34.5K – – –
SAG
858
Spotlight Asset Group
Illinois
$34.4K – – –
MPCG
859
Matrix Private Capital Group
New York
$33.4K -$83.3K -528 -71%
CB
860
Community Bank
New York
$32.5K – – –
SFA
861
Semmax Financial Advisors
North Carolina
$32.4K +$294 +2 +0.9%
SL
862
Salomon & Ludwin
Virginia
$32K – – –
PK
863
Pflug Koory
Nebraska
$31.8K – – –
BFO
864
Biltmore Family Office
North Carolina
$31.1K – – –
WAM
865
Wolverine Asset Management
Illinois
$31.1K +$31.1K +200 New
DWMG
866
DB Wealth Management Group
California
$30K – – –
B
867
Birchbrook
Maine
$29.4K +$29.4K +189 New
NSG
868
Nalls Sherbakoff Group
Tennessee
$29K +$310 +2 +1%
LFA
869
Level Financial Advisors
New York
$28.3K -$12.1K -78 -30%
NCM
870
Northwest Capital Management
Oregon
$28K – – –
RG
871
Retirement Group
California
$26.1K – – –
MA
872
MCF Advisors
Kentucky
$25.3K – – –
GPFA
873
Game Plan Financial Advisors
Ohio
$24.8K +$24.8K +160 New
PCTC
874
Perkins Coie Trust Company
Washington
$24.1K – – –
PCMC
875
Planning Capital Management Corporation
Pennsylvania
$23.9K +$23.9K +154 New
33 34
35
36 37