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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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.89B 12,187,312 +5,790,058 +91%
Bank of America
2
Bank of America
North Carolina
$907M 5,836,259 +363,142 +7%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$383M 2,462,801 -27,552 -1%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$352M 2,266,973 +91,132 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$296M 1,906,170 -116,922 -6%
SV
6
Starboard Value
New York
$280M 1,805,000 +255,000 +16%
Goldman Sachs
7
Goldman Sachs
New York
$229M 1,477,442 +380,535 +35%
State Board of Administration of Florida Retirement System
8
State Board of Administration of Florida Retirement System
Florida
$214M 1,375,322 +1,375,322 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$188M 1,208,666 +32,615 +3%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$187M 1,203,046 -170,277 -12%
Wells Fargo
11
Wells Fargo
California
$182M 1,168,911 +123,628 +12%
UBS Group
12
UBS Group
Switzerland
$166M 1,066,599 -101,876 -9%
DADC
13
D.A. Davidson & Co
Montana
$156M 1,001,799 +1,869 +0.2%
Betterment LLC
14
Betterment LLC
New York
$152M 978,758 -79,943 -8%
APF
15
Alaska Permanent Fund
Alaska
$137M 881,519 – –
Northern Trust
16
Northern Trust
Illinois
$127M 814,615 -5,890 -0.7%
LPL Financial
17
LPL Financial
California
$114M 734,949 +134,528 +22%
M&T Bank
18
M&T Bank
New York
$114M 734,755 +276,387 +60%
US Bancorp
19
US Bancorp
Minnesota
$107M 691,201 -6,760 -1%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$104M 668,880 +207,612 +45%
Victory Capital Management
21
Victory Capital Management
Texas
$91.9M 591,600 -21,400 -3%
APP
22
Avantax Planning Partners
Iowa
$91.3M 588,004 +28,983 +5%
CCWM
23
Cassaday & Co Wealth Management
Virginia
$86.2M 554,659 +30,051 +6%
Charles Schwab
24
Charles Schwab
California
$83.5M 537,463 -40,116 -7%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$74.6M 479,968 -61,780 -11%
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