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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 %
PRWA
576
Platte River Wealth Advisors
Colorado
$410K – – –
SA
577
SpiderRock Advisors
Delaware
$409K +$409K +2,712 New
TWP
578
Total Wealth Planning
Ohio
$405K – – –
OIA
579
OneDigital Investment Advisors
Kansas
$404K +$159 +1 +0%
MFA
580
Mayflower Financial Advisors
Massachusetts
$398K -$1.91K -12 -0.5%
CG
581
Cynosure Group
Utah
$398K -$78.9K -497 -17%
CG
582
Cutler Group
California
$397K +$397K +2,500 New
BCM
583
BTC Capital Management
Iowa
$396K +$396K +2,496 New
CWA
584
CJM Wealth Advisers
Virginia
$383K +$318 +2 +0.1%
VP
585
Verum Partners
North Carolina
$383K -$117K -734 -23%
CS
586
Capital Square
Tennessee
$382K +$382K +2,406 New
FCA
587
FinTrust Capital Advisors
South Carolina
$381K -$16.5K -104 -4%
LWP
588
LMG Wealth Partners
Louisiana
$380K – – –
SMC
589
Smith, Moore & Co
Missouri
$379K +$476 +3 +0.1%
BBI
590
Baxter Bros Inc
Connecticut
$377K -$3.97K -25 -1%
PP
591
Patten & Patten
Tennessee
$375K -$15.9K -100 -4%
MAM
592
Marotta Asset Management
Virginia
$374K – – –
CIR
593
Clear Investment Research
Georgia
$372K +$6.04K +38 +2%
BWM
594
Brown Wealth Management
Illinois
$370K +$476 +3 +0.1%
CCG
595
Coastwise Capital Group
California
$369K +$1.27K +8 +0.3%
PA
596
PFG Advisors
Arizona
$362K -$149K -939 -29%
MWS
597
Maxwell Wealth Strategies
California
$360K – – –
PS
598
Principal Securities
Iowa
$360K +$61.5K +387 +21%
C
599
Certuity
Florida
$354K -$4.13K -26 -1%
GF
600
Gries Financial
Ohio
$352K -$38.4K -242 -10%
22 23
24
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