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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 %
DFG
551
Delta Financial Group
New Jersey
$469K +$1.59K +10 +0.3%
SCA
552
St. Clair Advisors
Ohio
$467K – – –
CAG
553
Curtis Advisory Group
California
$460K +$10.3K +65 +2%
EFG
554
Embree Financial Group
Illinois
$459K -$32.7K -206 -7%
MFWP
555
Mosaic Family Wealth Partners
Missouri
$453K -$158K -994 -26%
IFWM
556
Institute for Wealth Management
Colorado
$452K +$331K +2,085 +274%
CFA
557
Cahill Financial Advisors
Minnesota
$450K -$794 -5 -0.2%
CB
558
Cadence Bank
Mississippi
$447K -$90.2K -568 -17%
LSA
559
Lion Street Advisors
Texas
$447K – – –
SFPG
560
Stonebridge Financial Planning Group
Florida
$445K +$48.3K +304 +12%
CCG
561
Cypress Capital Group
Florida
$441K -$1.03M -6,480 -70%
NS
562
NBC Securities
Alabama
$441K +$22.7K +143 +5%
SC
563
Scotia Capital
Ontario, Canada
$433K +$209K +1,315 +93%
AC
564
Apella Capital
Connecticut
$431K +$1.41K +9 +0.3%
PWM
565
Paulson Wealth Management
Illinois
$431K -$32.6K -205 -7%
LFA
566
LGT Financial Advisors
Texas
$429K +$1.59K +10 +0.4%
CWM
567
Cahaba Wealth Management
Georgia
$426K -$2.22K -14 -0.5%
FFM
568
Forum Financial Management
Illinois
$423K +$635 +4 +0.2%
CAG
569
Csenge Advisory Group
Florida
$421K +$421K +2,651 New
FMN
570
Financial Management Network
California
$415K -$47.5K -308 -10%
LSPW
571
Lake Street Private Wealth
Illinois
$414K -$4.62M -29,091 -92%
RCAG
572
Rehmann Capital Advisory Group
Michigan
$413K -$101K -638 -20%
CSPIA
573
Cary Street Partners Investment Advisory
Virginia
$412K +$43.8K +276 +12%
AIP
574
Ameritas Investment Partners
Nebraska
$410K +$73.2K +461 +22%
CFP
575
Catalyst Financial Partners
Massachusetts
$410K -$73K -500 -15%
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