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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 %
CS
201
Credit Suisse
Switzerland
$3.89M -$541K -3,480 -12%
EH
202
Equitable Holdings
New York
$3.84M +$2.19M +14,067 +132%
FCI
203
Financial Counselors Inc
Kansas
$3.8M +$176K +1,133 +5%
NA
204
NewEdge Advisors
Louisiana
$3.77M -$1.09M -7,117 -22%
SCM
205
SCS Capital Management
Massachusetts
$3.7M – – –
SEM
206
Strategic Equity Management
Arizona
$3.64M -$3.89M -25,045 -52%
PP
207
Prosperity Planning
Missouri
$3.62M -$68.7K -442 -2%
FSWA
208
Financial Synergies Wealth Advisors
Texas
$3.58M -$34.3K -247 -0.9%
GLLW
209
Graves Light Lenhart Wealth
Virginia
$3.55M – – –
Two Sigma Advisers
210
Two Sigma Advisers
New York
$3.53M -$388K -2,500 -10%
RWP
211
RWA Wealth Partners
Massachusetts
$3.5M +$3.5M +22,555 New
LL
212
LWMG LLC
Minnesota
$3.49M -$383K -2,466 -10%
FWMM
213
Foundation Wealth Management (Missouri)
Missouri
$3.44M +$280K +1,803 +9%
GAB
214
German American Bancorp
Indiana
$3.4M +$26.3K +169 +0.8%
RWA
215
Redmont Wealth Advisors
Illinois
$3.38M -$113K -728 -3%
CCB
216
Country Club Bank
Missouri
$3.28M -$39K -247 -1%
IP
217
Investment Partners
Ohio
$3.24M -$64.9K -418 -2%
AB
218
Atlas Brown
Kentucky
$3.23M +$114K +733 +4%
FLPIM
219
F.L. Putnam Investment Management
Massachusetts
$3.22M -$1.84M -11,853 -36%
RJT
220
Raymond James Trust
Florida
$3.18M -$103K -664 -3%
TFA
221
Tobias Financial Advisors
Florida
$3.14M -$147K -947 -4%
GIA
222
GHP Investment Advisors
Colorado
$3.14M -$111K -715 -3%
SCP
223
Stevens Capital Partners
Nebraska
$3.12M +$601K +3,869 +24%
CHC
224
City Holding Co
West Virginia
$3.12M +$407K +2,620 +15%
Capital Fund Management (CFM)
225
Capital Fund Management (CFM)
France
$3.1M +$3.1M +19,950 New
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