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iShares Russell 2000 Value ETF
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Overview Fund Activity

943 hedge funds and large institutions have $9.1B invested in iShares Russell 2000 Value ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 274 increasing their positions, 355 reducing their positions, and 93 closing their positions.

Holders
943
Holders Change
-20
Holders Change %
-2.08%
% of All Funds
13.67%
Holding in Top 10
27
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20.59%
% of All Funds
0.39%
New
90
Increased
274
Reduced
355
Closed
93
Calls
$74.4M
Puts
$40.4M
Net Calls
+$34M
Net Calls Change
+$38.1M

Top Buyers

1
B
1
Bailard
California
$77.6M
2
Bank of America
2
Bank of America
North Carolina
$992M
3
M&T Bank
3
M&T Bank
New York
$145M
4
PMAM
4
Picton Mahoney Asset Management
Ontario, Canada
$51.6M
5
QC
5
Quadrature Capital
United Kingdom
$26.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$964M
2
State Board of Administration of Florida Retirement System
2
State Board of Administration of Florida Retirement System
Florida
$0
3
APP
3
Avantax Planning Partners
Iowa
$13.8M
4
Twin Tree Management
4
Twin Tree Management
Texas
$0
5
AP
5
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
226
Bridges Investment Management
Nebraska
$2.65M -$308K -1,939 -10%
GC
227
Grimes & Company
Massachusetts
$2.63M +$94.5K +595 +4%
FAIM
228
Financial Advocates Investment Management
Washington
$2.58M +$2.5M +69,363 +3,217%
CWM
229
Concentric Wealth Management
California
$2.53M -$28.6K -180 -1%
AMG
230
Asset Management Group
Connecticut
$2.51M +$8.74K +55 +0.3%
GWM
231
Geneos Wealth Management
Colorado
$2.48M -$157K -988 -6%
BCWM
232
Bartlett & Co Wealth Management
Ohio
$2.48M -$86.2K -543 -3%
UB
233
UMB Bank
Missouri
$2.47M -$56.5K -356 -2%
SLT
234
St Louis Trust
Missouri
$2.44M – – –
FWP
235
Falcon Wealth Planning
California
$2.43M -$122K -771 -5%
WA
236
Wealth Architects
California
$2.42M +$9.85K +62 +0.4%
BPA
237
Beacon Pointe Advisors
California
$2.41M -$317K -1,995 -12%
GRP
238
Global Retirement Partners
California
$2.38M +$495K +3,118 +26%
AIA
239
Alera Investment Advisors
Illinois
$2.28M -$218K -1,371 -9%
GLLW
240
Graves Light Lenhart Wealth
Virginia
$2.27M -$1.36M -8,575 -37%
CIC
241
Carnegie Investment Counsel
Ohio
$2.24M -$5.17M -32,574 -70%
PFP
242
Pinnacle Financial Partners
Tennessee
$2.23M -$43.8K -276 -2%
Natixis Advisors
243
Natixis Advisors
Massachusetts
$2.23M -$2.36M -14,865 -51%
WPWM
244
Windward Private Wealth Management
Kansas
$2.19M -$23.3K -147 -1%
LBC
245
Lowe Brockenbrough & Co
Virginia
$2.19M -$84.5K -532 -4%
HR
246
Hardy Reed
Mississippi
$2.18M +$66.1K +416 +3%
PS
247
Portfolio Strategies
New York
$2.18M +$2.18M +13,728 New
Susquehanna International Group
248
Susquehanna International Group
Pennsylvania
$2.11M -$13.2M -83,071 -86%
DWT
249
Dorsey & Whitney Trust
South Dakota
$2.11M – – –
WSFS
250
Wilmington Savings Fund Society
Delaware
$2.08M +$2.08M +13,112 New
8 9
10
11 12