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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 %
ZB
276
Zions Bancorporation
Utah
$1.83M -$18M -113,254 -91%
Lido Advisors
277
Lido Advisors
California
$1.81M -$299K -1,882 -14%
SW
278
SkyOak Wealth
Michigan
$1.8M -$128K -805 -7%
Boston Partners
279
Boston Partners
Massachusetts
$1.76M -$3.69M -23,266 -68%
EWA
280
EverSource Wealth Advisors
Alabama
$1.76M +$1.7M +11,430 +3,220%
RC
281
Roundview Capital
New Jersey
$1.74M -$15.1K -95 -0.9%
CW
282
CreativeOne Wealth
Kansas
$1.74M +$129K +810 +8%
MCM
283
MV Capital Management
Maryland
$1.73M +$4.92K +31 +0.3%
AFA
284
American Financial Advisors
Georgia
$1.73M +$36.5K +230 +2%
Vanguard Group
285
Vanguard Group
Pennsylvania
$1.72M +$15.1K +95 +0.9%
NEI
286
Northwest & Ethical Investments
Ontario, Canada
$1.7M +$1.7M +10,685 New
Simplex Trading
287
Simplex Trading
Illinois
$1.7M +$1.7M +10,680 New
FWP
288
FAS Wealth Partners
Kansas
$1.68M +$1.27K +8 +0.1%
RFC
289
Regions Financial Corp
Alabama
$1.67M -$123K -777 -7%
VFA
290
Valeo Financial Advisors
Indiana
$1.66M -$3.78K -25 -0.2%
EWM
291
Evercore Wealth Management
New York
$1.66M -$14.1K -89 -0.8%
CWA
292
Cornerstone Wealth Advisors
Minnesota
$1.66M -$123K -777 -7%
ACM
293
Ategra Capital Management
Virginia
$1.65M +$17.5K +110 +1%
Toronto Dominion Bank
294
Toronto Dominion Bank
Ontario, Canada
$1.64M -$43K -271 -3%
SWM
295
Shakespeare Wealth Management
Wisconsin
$1.63M -$29.2K -184 -2%
VCP
296
Verus Capital Partners
Arizona
$1.6M -$546K -3,437 -25%
SPIA
297
Steward Partners Investment Advisory
New York
$1.59M -$145K -910 -8%
Kovitz Investment Group Partners
298
Kovitz Investment Group Partners
Illinois
$1.59M +$15.6K +98 +1%
SG Americas Securities
299
SG Americas Securities
New York
$1.58M +$1.58M +9,973 New
SCA
300
Snowden Capital Advisors
New York
$1.58M +$1.08M +6,812 +217%
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