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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 %
FBC
926
Fairfield, Bush & Co
Connecticut
$8.7K +$8.7K +56 New
TRCT
927
Tower Research Capital (TRC)
New York
$8.54K -$3M -19,302 -100%
ATC
928
Advantage Trust Company
Kansas
$8.54K +$8.54K +55 New
WA
929
Wasatch Advisors
Utah
$8.08K +$8.08K +52 New
POIA
930
Pin Oak Investment Advisors
Texas
$8K – – –
HFS
931
Hantz Financial Services
Michigan
$8K +$8K +53 New
BCMLT
932
Beacon Capital Management LLC (Tennessee)
Tennessee
$8K – – –
CWM
933
CarsonAllaria Wealth Management
Illinois
$7.61K +$7.61K +49 New
CSC
934
Caldwell Sutter Capital
California
$7.46K – – –
MFC
935
Mechanics Financial Corp
Ohio
$6.99K – – –
OIA
936
Optimum Investment Advisors
Illinois
$6.21K – – –
PP
937
PrairieView Partners
Minnesota
$5K – – –
WIA
938
Wetzel Investment Advisors
Indiana
$5K +$5K +29 New
ME
939
McIlrath & Eck
Washington
$4.97K – – –
AIMA
940
Ables Iannone Moore & Associates
Georgia
$4.82K +$4.82K +31 New
HCP
941
Hexagon Capital Partners
Arkansas
$4.51K – – –
MWM
942
Mascoma Wealth Management
New Hampshire
$4.35K – – –
FCAS
943
First Command Advisory Services
Texas
$4.35K +$4.35K +28 New
LF
944
Lee Financial
Texas
$4.19K – – –
BC
945
Belmont Capital
California
$3.88K – – –
WWM
946
Wolff Wiese Magana
California
$3.57K +$3.57K +23 New
JFA
947
JNBA Financial Advisors
Minnesota
$3.27K – – –
BCPWM
948
Bradley & Co Private Wealth Management
Florida
$2.95K – – –
CIA
949
Cape Investment Advisory
Georgia
$2.64K -$9.32K -60 -78%
GWMIA
950
Global Wealth Management Investment Advisory
Florida
$2.64K – – –
36 37
38
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