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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.

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
1
Bailard
California
$77.6M
2
Bank of America
2
Bank of America
North Carolina
$992M
3
M&T Bank
3
M&T Bank
New York
$145M
4
PMAM
4
Picton Mahoney Asset Management
Ontario, Canada
$51.6M
5
QC
5
Quadrature Capital
United Kingdom
$26.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$964M
2
State Board of Administration of Florida Retirement System
2
State Board of Administration of Florida Retirement System
Florida
$0
3
APP
3
Avantax Planning Partners
Iowa
$13.8M
4
Twin Tree Management
4
Twin Tree Management
Texas
$0
5
AP
5
Advisors Preferred
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CB
26
Commerce Bank
Missouri
$65.7M 413,735 +7,029 +2%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$62.7M 395,044 -59,688 -13%
JRP
28
Jasper Ridge Partners
California
$61.4M 386,668 -11 -0%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$57.1M 359,351 +98,560 +38%
RJA
30
Raymond James & Associates
Florida
$56.3M 354,748 +112,188 +46%
BPWM
31
Badgley Phelps Wealth Managers
Washington
$56.1M 353,363 +3,287 +0.9%
FWI
32
Facet Wealth Inc
Maryland
$56M 359,875 +32,451 +10%
PMAM
33
Picton Mahoney Asset Management
Ontario, Canada
$51.6M 325,175 +165,046 +103%
SEI Investments
34
SEI Investments
Pennsylvania
$50.4M 317,478 -25,226 -7%
ANTB
35
AMG National Trust Bank
Colorado
$49.6M 312,347 -6,266 -2%
HighTower Advisors
36
HighTower Advisors
Illinois
$47.4M 298,612 -23,862 -7%
WT
37
Whittier Trust
California
$47.3M 297,785 +960 +0.3%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$43.3M 272,521 +17,434 +7%
Brown Advisory
39
Brown Advisory
Maryland
$42.2M 265,611 -48,261 -15%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$40.2M 253,418 -66,221 -21%
WPW
41
Waldron Private Wealth
Pennsylvania
$39.3M 247,211 -36,934 -13%
MCM
42
MAI Capital Management
Ohio
$38.6M 243,245 +584 +0.2%
Pathstone Holdings
43
Pathstone Holdings
New Jersey
$38.4M 241,901 -2,522 -1%
CFM
44
Comprehensive Financial Management
California
$36.6M 230,481 – –
SGAM
45
Stephens Group Asset Management
Arkansas
$35.7M 225,060 +1,657 +0.7%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$35.5M 223,660 +151,873 +212%
CL
47
Choreo LLC
Illinois
$35.2M 221,827 +2,775 +1%
PLFA
48
Pacific Life Fund Advisors
California
$34.6M 217,693 -13,618 -6%
Ameriprise
49
Ameriprise
Minnesota
$34.5M 217,339 -75,458 -26%
Citigroup
50
Citigroup
New York
$34.2M 215,424 +83,046 +63%
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