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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 %
PIM
326
Penobscot Investment Management
Massachusetts
$1.34M +$32.6K +205 +2%
BAM
327
Berkshire Asset Management
Pennsylvania
$1.33M – – –
CIA
328
Concurrent Investment Advisors
Florida
$1.33M -$1.43M -9,015 -52%
ACA
329
Affinity Capital Advisors
California
$1.32M -$6.99K -44 -0.5%
ML
330
McAdam LLC
Pennsylvania
$1.32M -$35.3K -222 -3%
SWP
331
Stratos Wealth Partners
Ohio
$1.32M -$21.6K -136 -2%
VIM
332
VELA Investment Management
Ohio
$1.31M +$696K +4,385 +113%
WP
333
WealthPLAN Partners
Nebraska
$1.31M +$35.6K +224 +3%
LWCFA
334
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.31M -$2.09K -14 -0.2%
CCT
335
Chemung Canal Trust
New York
$1.29M -$73.2K -461 -5%
MPM
336
MBB Public Markets
Illinois
$1.29M – – –
TFF
337
The Family Firm
Maryland
$1.27M -$38.9K -245 -3%
Millennium Management
338
Millennium Management
New York
$1.26M -$1.46M -9,210 -54%
HCA
339
Harbour Capital Advisors
Virginia
$1.25M -$7.72K -50 -0.6%
OC
340
Oppenheimer & Co
New York
$1.24M -$1.43K -9 -0.1%
CAM
341
Cozad Asset Management
Illinois
$1.24M +$37.3K +235 +3%
EAM
342
Eukles Asset Management
Ohio
$1.22M -$13.3K -84 -1%
WCF
343
West Coast Financial
California
$1.22M -$953 -6 -0.1%
MAM
344
MWA Asset Management
Massachusetts
$1.22M -$17.6K -111 -1%
6F
345
626 Financial
Michigan
$1.22M +$80.2K +505 +7%
FOA
346
Five Oceans Advisors
California
$1.21M – – –
CWM
347
Cornerstone Wealth Management
Missouri
$1.21M -$12.5K -79 -1%
I2I
348
Insight 2811 Inc
Illinois
$1.21M -$3.65K -23 -0.3%
LI
349
LMCG Investments
Massachusetts
$1.21M -$10.2K -64 -0.8%
SWM
350
SilverOak Wealth Management
Minnesota
$1.2M -$78.8K -496 -6%
12 13
14
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