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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 %
KAS
151
Kestra Advisory Services
Texas
$7.09M -$377K -2,429 -5%
AI
152
Ariel Investments
Illinois
$7.04M +$3.06M +19,696 +77%
CG
153
Corundum Group
Colorado
$7M – – –
BGIM
154
Brandywine Global Investment Management
Pennsylvania
$6.94M +$3.02M +19,412 +77%
SFM
155
Systematic Financial Management
New Jersey
$6.94M +$5.36M +34,509 +339%
BCIM
156
Bishop & Co Investment Management
Pennsylvania
$6.94M +$6.94M +44,665 New
TWM
157
Tradition Wealth Management
Minnesota
$6.93M -$2.43K -12 -0%
VVP
158
Venture Visionary Partners
Ohio
$6.86M -$7.54M -48,510 -52%
TD Asset Management
159
TD Asset Management
Ontario, Canada
$6.8M +$47.8K +308 +0.7%
BSW
160
Buckingham Strategic Wealth
Missouri
$6.79M -$391K -2,515 -5%
TC
161
Towle & Co
Colorado
$6.55M +$6.07M +39,080 +1,257%
BCM
162
Brookstone Capital Management
Illinois
$6.07M +$219K +1,412 +4%
SC
163
Sierra Capital
Florida
$6.03M +$42.4K +273 +0.7%
Mercer Global Advisors
164
Mercer Global Advisors
Colorado
$5.81M -$471K -3,033 -7%
CTC
165
Central Trust Company
Missouri
$5.74M – – –
CA
166
Cetera Advisors
Colorado
$5.65M +$214K +1,375 +4%
WB
167
WesBanco Bank
West Virginia
$5.64M -$287K -1,848 -5%
HW
168
Hancock Whitney
Mississippi
$5.45M -$19.7K -127 -0.4%
HWM
169
HB Wealth Management
Georgia
$5.45M +$596K +3,835 +12%
IFO
170
Independent Family Office
New York
$5.43M +$466K +3,000 +9%
Boston Partners
171
Boston Partners
Massachusetts
$5.31M +$2.69M +17,411 +103%
OFG
172
Oxford Financial Group
Indiana
$5.31M -$210K -1,349 -4%
ITB
173
Idaho Trust Bank
Idaho
$5.3M +$772K +4,970 +17%
VCM
174
Viewpoint Capital Management
Washington
$5.16M +$212K +1,367 +4%
OFS
175
Oldfather Financial Services
Nebraska
$5.15M +$327K +2,106 +7%
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