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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.

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
1
Morgan Stanley
New York
$1.89B
2
State Board of Administration of Florida Retirement System
2
State Board of Administration of Florida Retirement System
Florida
$214M
3
Goldman Sachs
3
Goldman Sachs
New York
$229M
4
Bank of America
4
Bank of America
North Carolina
$907M
5
M&T Bank
5
M&T Bank
New York
$114M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$15M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$21.4M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$55.7M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$187M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$70.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
76
Zions Bancorporation
Utah
$19.4M +$19M +122,013 +4,424%
Neuberger Berman Group
77
Neuberger Berman Group
New York
$18.8M +$17.4M +111,800 +1,192%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$18.2M -$719K -4,632 -4%
Fuller & Thaler Asset Management
79
Fuller & Thaler Asset Management
California
$18.2M +$14.2M +91,701 +361%
Comerica Bank
80
Comerica Bank
Texas
$18.2M +$356K +2,291 +2%
CP
81
Covenant Partners
Tennessee
$17.8M +$601K +3,872 +3%
FT
82
Fiduciary Trust
Massachusetts
$17.7M -$333K -2,141 -2%
ZF
83
Zhang Financial
Michigan
$17.5M -$685K -4,412 -4%
VI
84
Vestcor Inc
New Brunswick, Canada
$17.2M +$4.64M +29,900 +37%
ACB
85
Aristotle Capital Boston
Massachusetts
$17.1M -$419K -2,700 -2%
SC
86
Savant Capital
Illinois
$17.1M -$267K -1,721 -2%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$16.8M +$9.28M +59,741 +124%
Stifel Financial
88
Stifel Financial
Missouri
$15.9M +$6.74M +43,399 +73%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$15M -$60.8M -391,189 -80%
SF
90
Synovus Financial
Georgia
$15M -$223K -1,436 -1%
AL
91
Aspiriant LLC
California
$14.7M -$155K -1,001 -1%
CAN
92
Cetera Advisor Networks
California
$14.1M -$242K -1,557 -2%
TSW
93
Thompson Siegel & Walmsley
Virginia
$13.9M +$591K +3,803 +4%
FAM
94
Flaharty Asset Management
Florida
$13.6M -$68.5K -441 -0.5%
Cerity Partners
95
Cerity Partners
New York
$13.3M +$12.6M +80,831 +1,609%
GJL
96
Gendell Jeffrey L
$12.7M +$8.06M +51,876 +173%
SCG
97
Sonata Capital Group
Washington
$12.6M -$1.24K -8 -0%
Creative Planning
98
Creative Planning
Kansas
$12.2M +$1.92M +12,370 +19%
PIA
99
Powell Investment Advisors
Florida
$12.1M -$406K -2,616 -3%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$12M +$994K +6,397 +9%
2 3
4
5 6