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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 %
WAS
976
Wealth Advisory Solutions
Indiana
– -$925K -6,824 Closed
IWM
977
IHT Wealth Management
Illinois
– -$811K -5,986 Closed
CIP
978
Chartwell Investment Partners
Pennsylvania
– -$686K -5,064 Closed
FA
979
FDx Advisors
Illinois
– -$685K -5,051 Closed
CW
980
CIC Wealth
Maryland
– -$664K -4,902 Closed
SFC
981
Strategic Financial Concepts
Texas
– -$596K -4,397 Closed
AAS
982
Ameritas Advisory Services
Nebraska
– -$521K -3,840 Closed
ARC
983
Advisor Resource Council
Texas
– -$375K -2,764 Closed
MC
984
Moors & Cabot
Massachusetts
– -$339K -2,498 Closed
PFC
985
Phocas Financial Corp
California
– -$287K -2,119 Closed
EW
986
Evoke Wealth
California
– -$266K -1,951 Closed
VCA
987
Verdence Capital Advisors
Maryland
– -$221K -1,633 Closed
CFS
988
Cannon Financial Strategists
Georgia
– -$200K -1,479 Closed
KCM
989
Kennedy Capital Management
Missouri
– -$200K -1,477 Closed
BAAM
990
Baker Avenue Asset Management
California
– -$173K -1,276 Closed
NIG
991
NFJ Investment Group
Texas
– -$92.4K -682 Closed
NIC
992
Northwest Investment Counselors
Oregon
– -$91.1K -672 Closed
WFA
993
WestHill Financial Advisors
California
– -$76.7K -566 Closed
MIM
994
Macroview Investment Management
Maryland
– -$64.8K -478 Closed
FIA
995
FNY Investment Advisers
New York
– -$54K -400 Closed
SSWM
996
Sheets Smith Wealth Management
North Carolina
– -$46.6K -344 Closed
GWS
997
Glassman Wealth Services
Virginia
– -$28.5K -210 Closed
HL
998
HeadInvest LLC
Maine
– -$17.6K -132 Closed
RW
999
RVW Wealth
California
– -$14.6K -108 Closed
GA
1000
GoalVest Advisory
New York
– -$13.6K -100 Closed
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