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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 %
BRWA
601
B. Riley Wealth Advisors
Florida
$351K +$23.2K +170 +7%
NEWAS
602
N.E.W. Advisory Services
Wisconsin
$350K – – –
AGC
603
Aspen Grove Capital
Colorado
$350K +$350K +2,205 New
Luther King Capital Management (LKCM)
604
Luther King Capital Management (LKCM)
Texas
$349K -$342K – –
VFIC
605
Valley Forge Investment Consultants
Pennsylvania
$349K +$1.27K +8 +0.4%
FDCDDQ
606
Federation des caisses Desjardins du Quebec
Quebec, Canada
$349K -$60K -378 -15%
WDL
607
Well Done LLC
Michigan
$349K – – –
IWM
608
IHT Wealth Management
Illinois
$346K +$346K +2,178 New
CSWM
609
Cassady Schiller Wealth Management
Ohio
$345K -$2.22K -14 -0.6%
CASC
610
Coppell Advisory Solutions Corp
Texas
$342K +$342K +2,155 New
OLA
611
Oliver Luxxe Assets
New Jersey
$339K -$16.5K -104 -5%
EWP
612
Elevation Wealth Partners
California
$339K -$65.9K -415 -16%
DT
613
Diversified Trust
Tennessee
$338K +$5.08K +32 +2%
APW
614
Austin Private Wealth
Texas
$338K – – –
ADL
615
Asset Dedication LLC
California
$337K -$11.8K -74 -3%
LCGC
616
Legacy Capital Group California
California
$335K -$119K -752 -26%
HR
617
Howe & Rusling
New York
$335K – – –
BWA
618
Beam Wealth Advisors
Louisiana
$334K -$20.6K -130 -6%
E
619
ETFidea
New York
$333K -$34.9K -220 -9%
DAS
620
Diversify Advisory Services
Utah
$331K +$331K +2,105 New
WAL
621
W Advisors LLC
Tennessee
$330K – – –
AIM
622
Allen Investment Management
New York
$324K – – –
BIC
623
Beach Investment Counsel
Pennsylvania
$323K – – –
BBNA
624
Bremer Bank National Association
Minnesota
$323K – – –
ORG
625
Optimist Retirement Group
Washington
$321K +$4.29K +27 +1%
23 24
25
26 27