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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 %
Focus Partners Wealth
126
Focus Partners Wealth
Massachusetts
$9.67M +$9.67M +62,261 New
CWC
127
Carolinas Wealth Consulting
North Carolina
$9.64M +$26.3K +169 +0.3%
HCA
128
Heck Capital Advisors
Wisconsin
$9.53M +$9.53M +61,354 New
SWPG
129
Strategic Wealth Partners Group
Illinois
$9.29M -$69.4K -447 -0.7%
RA
130
Royce & Associates
New York
$9M -$245K -1,577 -3%
CAM
131
Crestone Asset Management
Colorado
$8.95M -$693K -4,460 -7%
TWC
132
TD Waterhouse Canada
Ontario, Canada
$8.93M +$88.4K +472 +1%
OCM
133
One Capital Management
California
$8.87M +$1.13M +7,296 +15%
William Blair & Company
134
William Blair & Company
Illinois
$8.86M +$663K +4,266 +8%
ACM
135
Azarias Capital Management
Pennsylvania
$8.77M -$12.8M -82,685 -59%
PGFC
136
Peapack-Gladstone Financial Corp
New Jersey
$8.69M -$178K -1,148 -2%
LI
137
Leeward Investments
Massachusetts
$8.62M +$3.56M +22,910 +70%
FWM
138
FSA Wealth Management
Massachusetts
$8.44M +$51.7K +333 +0.6%
AF
139
Allworth Financial
California
$8.3M -$837K -5,390 -9%
PFA
140
Pure Financial Advisors
California
$8.18M -$3.52M -22,661 -30%
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
$8.18M +$1.03M +6,658 +14%
State Street
142
State Street
Massachusetts
$8.12M +$4.41M +28,400 +119%
BF
143
Brooklyn FI
New York
$7.87M -$1M -6,466 -11%
HSBC Holdings
144
HSBC Holdings
United Kingdom
$7.7M -$1.71M -11,025 -18%
EWA
145
EP Wealth Advisors
California
$7.63M -$697K -4,490 -8%
CWA
146
CM Wealth Advisors
Ohio
$7.41M -$72.2K -465 -1%
WANY
147
Wealthspire Advisors (New York)
New York
$7.29M -$256K -1,645 -3%
CIC
148
Carnegie Investment Counsel
Ohio
$7.25M +$5.47M +35,197 +307%
MWM
149
Marion Wealth Management
Pennsylvania
$7.21M +$266K +1,713 +4%
AAS
150
Avantax Advisory Services
Texas
$7.1M +$2.41M +15,492 +51%
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