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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.

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$964M
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$0
3
APP
Avantax Planning Partners
Iowa
$13.8M
4
Twin Tree Management
Twin Tree Management
Texas
$0
5
AP
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RZH
301
Relyea Zuckerberg Hanson
Connecticut
$1.57M -$10.5K -66 -0.7%
LTL
302
Lowery Thomas LLC
California
$1.56M -$231K -1,454 -13%
HCA
303
Harbor Capital Advisors
Illinois
$1.55M +$1.55M +9,742 New
LB
304
Legacy Bridge
Iowa
$1.55M -$159K -1,000 -9%
Wealthfront Advisers
305
Wealthfront Advisers
California
$1.53M +$109K +686 +8%
EWA
306
Exencial Wealth Advisors
Oklahoma
$1.53M -$13.8K -87 -0.9%
CA
307
Clearstead Advisors
Ohio
$1.52M +$32.4K +207 +2%
ATC
308
Argent Trust Co
Tennessee
$1.51M -$13.5K -85 -0.9%
GC
309
Guggenheim Capital
Illinois
$1.5M -$322K -2,028 -18%
PA
310
Parallel Advisors
California
$1.5M +$76.2K +480 +5%
SF
311
Summit Financial
New Jersey
$1.5M -$72.9K -459 -5%
FCFC
312
First Commonwealth Financial Corp
Pennsylvania
$1.49M -$69.7K -439 -4%
BCM
313
BluePointe Capital Management
California
$1.49M +$123K +774 +9%
HNB
314
Huntington National Bank
Ohio
$1.48M -$1.58M – –
SCM
315
Stordahl Capital Management
Colorado
$1.47M +$476 +3 +0%
TPCW
316
TD Private Client Wealth
New York
$1.47M -$145K -915 -9%
BMCM
317
Bryn Mawr Capital Management
Pennsylvania
$1.46M -$140K -880 -9%
MMA
318
Miracle Mile Advisors
California
$1.45M -$243K -1,533 -14%
TA
319
TFB Advisors
Kansas
$1.43M +$55.3K +369 +4%
GVAG
320
Great Valley Advisor Group
Delaware
$1.41M -$3.34K -21 -0.2%
MWM
321
Meridian Wealth Management
Kentucky
$1.38M -$181K -1,139 -12%
AFG
322
Altiora Financial Group
Ohio
$1.36M – – –
SFG
323
Sterling Financial Group
California
$1.36M – – –
ONB
324
Old National Bancorp
Indiana
$1.35M -$157K -990 -10%
FPIS
325
Financial Planning & Information Services
Wisconsin
$1.35M -$234K -1,475 -15%
11 12
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