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iShares Russell 2000 Value ETF
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Overview Fund Activity

944 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
944
Holders Change
-20
Holders Change %
-2.07%
% of All Funds
13.68%
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
+$73M
2
Bank of America
Bank of America
North Carolina
+$64.8M
3
M&T Bank
M&T Bank
New York
+$28.8M
4
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$26.2M
5
QC
Quadrature Capital
United Kingdom
+$26.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$971M
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
-$214M
3
APP
Avantax Planning Partners
Iowa
-$79.6M
4
Twin Tree Management
Twin Tree Management
Texas
-$37.4M
5
AP
Advisors Preferred
Maryland
-$35.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPC
351
Park Place Capital
Alabama
$1.2M – – –
VC
352
Veery Capital
Delaware
$1.18M +$69.4K +437 +6%
NL
353
NWAM LLC
Washington
$1.18M – – –
FP
354
Factorial Partners
New York
$1.18M +$79.4K +500 +7%
AWM
355
AE Wealth Management
Kansas
$1.17M -$252K -1,584 -18%
ACA
356
Anchor Capital Advisors
Massachusetts
$1.16M -$337K -2,122 -23%
WAS
357
Wealth Advisory Solutions
Indiana
$1.15M +$1.15M +7,238 New
RB
358
Renasant Bank
Mississippi
$1.14M – – –
MCWS
359
McKinley Carter Wealth Services
West Virginia
$1.14M -$72.9K -459 -6%
FFA
360
First Foundation Advisors
California
$1.14M -$212K -1,336 -16%
ACA
361
Aptus Capital Advisors
Alabama
$1.14M +$1.12M +7,083 +7,784%
PAI
362
Pittenger & Anderson Inc
Nebraska
$1.13M – – –
CPM
363
Connective Portfolio Management
New York
$1.13M – – –
PFS
364
Prospera Financial Services
Texas
$1.12M -$86.1K -542 -7%
MFC
365
Morris Financial Concepts
South Carolina
$1.12M -$13.2K -83 -1%
FGG
366
Financial Guidance Group
Florida
$1.12M +$159 +1 +0%
PFWA
367
Paces Ferry Wealth Advisors
Georgia
$1.11M -$440K -2,771 -28%
Neuberger Berman Group
368
Neuberger Berman Group
New York
$1.11M -$18.1M -114,202 -94%
CGA
369
Crescent Grove Advisors
Illinois
$1.11M +$15.2K +96 +1%
LNC
370
Lincoln National Corp
Pennsylvania
$1.11M -$239K -1,505 -18%
FTWA
371
Fifth Third Wealth Advisors
Ohio
$1.11M +$1.11M +6,965 New
PFA
372
Pettinga Financial Advisors
Indiana
$1.09M -$126K -792 -10%
CCA
373
Cobblestone Capital Advisors
New York
$1.09M -$63.5K -400 -6%
CI Investments Inc
374
CI Investments Inc
Ontario, Canada
$1.08M – – –
BA
375
Bridge Advisory
California
$1.07M +$3.81K +24 +0.4%
13 14
15
16 17