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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 %
HWA
101
Hillcrest Wealth Advisors
New Jersey
$12M -$163K -1,050 -1%
AllianceBernstein
102
AllianceBernstein
Tennessee
$11.9M +$1.35M +8,685 +13%
MAM
103
MMA Asset Management
Pennsylvania
$11.9M -$55.8K -359 -0.5%
WA
104
Waverly Advisors
Alabama
$11.9M -$343K -2,207 -3%
MGIA
105
Moneta Group Investment Advisors
Missouri
$11.8M -$283K -1,825 -2%
PLU
106
Performa Ltd (US)
South Carolina
$11.8M +$3.03M +19,515 +34%
CWM
107
Congress Wealth Management
Massachusetts
$11.8M +$155K +998 +1%
EARNEST Partners
108
EARNEST Partners
Georgia
$11.6M -$700K -4,509 -6%
NSCM
109
New South Capital Management
Tennessee
$11.3M -$1.47M -9,459 -11%
Wellington Management Group
110
Wellington Management Group
Massachusetts
$11.3M +$2.66M +17,139 +31%
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$11.2M -$478K -3,079 -4%
FHA
112
First Horizon Advisors
Tennessee
$11.1M +$1.56M +10,061 +16%
KHCM
113
Kettle Hill Capital Management
New York
$10.9M +$10.9M +70,069 New
Franklin Resources
114
Franklin Resources
California
$10.9M -$11.9M -76,785 -52%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.6M -$2.16M -13,900 -17%
KeyBank National Association
116
KeyBank National Association
Ohio
$10.4M +$284K +1,829 +3%
KPWS
117
Kestra Private Wealth Services
Texas
$10.3M +$4.26M +27,425 +70%
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$10.2M +$58.1K +374 +0.6%
SAM
119
Silvercrest Asset Management
New York
$10.2M -$3.33M -21,419 -25%
HIA
120
Harbor Investment Advisory
Maryland
$10.1M +$800K +5,148 +9%
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$10M -$6.7M -43,116 -40%
GT
122
Glenmede Trust
Pennsylvania
$9.99M -$306K -1,967 -3%
LFWA
123
LBJ Family Wealth Advisors
Texas
$9.96M -$270K -1,740 -3%
VNIM
124
Vaughan Nelson Investment Management
Texas
$9.88M -$2.4M -15,430 -20%
RFA
125
RTD Financial Advisors
Pennsylvania
$9.67M +$472K +3,040 +5%
3 4
5
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