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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 %
JIR
401
James Investment Research
Ohio
$876K -$372K -2,345 -30%
SCM
402
SOL Capital Management
Maryland
$873K -$2.38K -15 -0.3%
MWA
403
Midland Wealth Advisors
Illinois
$873K -$679K -4,275 -44%
GFA
404
Gallagher Fiduciary Advisors
Illinois
$856K +$283K +1,783 +49%
KTA
405
Keeley-Teton Advisors
Illinois
$854K -$774K -4,875 -48%
GC
406
Garde Capital
Washington
$852K -$11.8K -74 -1%
DB
407
Dravo Bay
Delaware
$846K -$13.3K -84 -2%
HPM
408
Hoxton Planning & Management
West Virginia
$842K -$644K -4,056 -43%
TFO
409
Tarbox Family Office
California
$841K +$2.38K +15 +0.3%
JFGIW
410
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$837K – – –
MMHP
411
Murphy Middleton Hinkle & Parker
Georgia
$833K +$195K +1,227 +31%
AWM
412
Aprio Wealth Management
Georgia
$830K +$270K +1,700 +48%
PWM
413
Perigon Wealth Management
California
$830K +$128K +804 +18%
HTC
414
Haverford Trust Company
Pennsylvania
$825K -$16.7K -105 -2%
HWM
415
HighMark Wealth Management
Minnesota
$820K +$304K +1,917 +59%
FG
416
Foster Group
Iowa
$819K +$546K +3,435 +199%
SWA
417
Sax Wealth Advisors
New Jersey
$818K +$9.05K +57 +1%
CAM
418
Cubic Asset Management
Massachusetts
$817K +$794 +5 +0.1%
MWP
419
MYCIO Wealth Partners
Pennsylvania
$816K +$2.54K +16 +0.3%
EGA
420
E&G Advisors
Texas
$815K -$12.7K -80 -2%
PAS
421
Park Avenue Securities
New York
$806K -$290K -1,825 -26%
AAS
422
Ameritas Advisory Services
Nebraska
$805K +$805K +5,099 New
RhumbLine Advisers
423
RhumbLine Advisers
Massachusetts
$799K +$524K +3,299 +190%
VCS
424
Vaughan & Co Securities
New Jersey
$795K +$2.07K +13 +0.3%
CANC
425
Culbertson A N & Co
Virginia
$789K +$13.5K +85 +2%
15 16
17
18 19