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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 %
FNBT
376
FineMark National Bank & Trust
Florida
$1.06M -$81K -510 -7%
BBPWM
377
Blue Bell Private Wealth Management
Pennsylvania
$1.05M – – –
GFWA
378
Grey Fox Wealth Advisors
Delaware
$1.05M +$1.91K +12 +0.2%
PP
379
PDS Planning
Ohio
$1.04M +$1.75K +11 +0.2%
MPWT
380
MassMutual Private Wealth & Trust
Connecticut
$1.04M -$30.5K -192 -3%
SFA
381
Sequoia Financial Advisors
Ohio
$1.02M +$7.46K +47 +0.7%
EAM
382
Evanson Asset Management
California
$1.02M – – –
AI
383
Atria Investments
North Carolina
$1.02M +$1.02M +6,405 New
GIA
384
Goodwin Investment Advisory
Georgia
$1.01M +$49.9K +314 +5%
NSIM
385
North Star Investment Management
Illinois
$983K -$54.5K -343 -5%
BCM
386
Becker Capital Management
Oregon
$974K -$27.8K -175 -3%
ST
387
Smithfield Trust
Pennsylvania
$972K -$20.2K -129 -2%
HCMT
388
Highland Capital Management (Tennessee)
Tennessee
$964K – – –
IWC
389
Integrated Wealth Concepts
Massachusetts
$962K -$234K -1,472 -20%
FWTB
390
First Western Trust Bank
Colorado
$958K -$66.4K -418 -6%
FB
391
First Bancorp
Maine
$953K – – –
ECG
392
Edge Capital Group
Georgia
$940K -$14.6K -92 -2%
AWA
393
Aletheian Wealth Advisors
Washington
$939K +$60.3K +380 +7%
NRI
394
NFP Retirement Inc
California
$922K -$94.8K -597 -9%
BAM
395
Bosun Asset Management
Illinois
$913K – – –
IAN
396
Integrated Advisors Network
Texas
$912K – – –
NW
397
Naviter Wealth
Arkansas
$906K +$906K +5,708 New
HCM
398
Howland Capital Management
Massachusetts
$903K – – –
CWM
399
Connecticut Wealth Management
Connecticut
$902K -$177K -1,112 -16%
RA
400
Rodgers & Associates
Pennsylvania
$897K -$70.2K -442 -7%
14 15
16
17 18