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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 %
TWM
251
Tradition Wealth Management
Minnesota
$2.06M -$3.38M -21,305 -62%
MWM
252
Maltin Wealth Management
New Jersey
$2.05M +$65.3K +411 +3%
WDG
253
Wealth Dimensions Group
Ohio
$2.04M -$108K -681 -5%
WTB
254
Washington Trust Bank
Washington
$2.04M +$3.97K +25 +0.2%
MAM
255
Meeder Asset Management
Ohio
$2.03M -$1.05M -6,631 -34%
CIP
256
Chartwell Investment Partners
Pennsylvania
$2.03M +$2.03M +12,771 New
MA
257
Marquette Associates
Illinois
$2.01M +$826K +5,200 +69%
KA
258
Klingman & Associates
New York
$2.01M – – –
RWA
259
Redmont Wealth Advisors
Illinois
$1.99M -$1.46M -9,223 -42%
WAP
260
Wealthcare Advisory Partners
Pennsylvania
$1.99M -$59.4K -374 -3%
SSB
261
Sandy Spring Bank
Maryland
$1.97M +$4.13K +26 +0.2%
HSA
262
HBK Sorce Advisory
Pennsylvania
$1.97M -$754K -4,749 -28%
ATI
263
ARK & TLK Investments
Oklahoma
$1.95M +$1.91K +12 +0.1%
BIA
264
BHK Investment Advisors
Alabama
$1.94M +$588K +3,702 +43%
QCG
265
Quadrant Capital Group
Ohio
$1.94M +$205K +1,289 +12%
SYBT
266
Stock Yards Bank & Trust
Kentucky
$1.93M -$1.02M -6,428 -35%
VF
267
Vawter Financial
Ohio
$1.93M – – –
JPG
268
Jordan Park Group
California
$1.92M -$221K -1,393 -10%
FTS
269
Fifth Third Securities
Ohio
$1.91M +$75.1K +473 +4%
EF
270
Empowered Funds
Pennsylvania
$1.9M +$1.9M +11,935 New
FMII
271
Farmers & Merchants Investments Inc
Nebraska
$1.89M – – –
TW
272
Towerpoint Wealth
California
$1.88M -$44.9K -283 -2%
AWM
273
Avior Wealth Management
Nebraska
$1.87M +$1.73M +10,878 +1,246%
MLA
274
MB, Levis & Associates
Pennsylvania
$1.85M +$6.67K +42 +0.4%
CFG
275
Clayton Financial Group
Missouri
$1.84M +$68.3K +430 +4%
9 10
11
12 13