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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 %
LSAG
676
Lake Street Advisors Group
New Hampshire
$268K -$9.85K -62 -4%
MFGP
677
Marshall Financial Group (Pennsylvania)
Pennsylvania
$268K +$953 +6 +0.4%
AWM
678
Axxcess Wealth Management
California
$266K -$214K -1,349 -45%
CAC
679
Certified Advisory Corp
Florida
$266K +$266K +1,677 New
AF
680
Advisornet Financial
Minnesota
$266K -$69.4K -437 -21%
STA
681
Summit Trail Advisors
New York
$265K -$16.5K -104 -6%
SC
682
Sapient Capital
Indiana
$265K +$34.8K +219 +15%
CCG
683
Chatham Capital Group
Georgia
$264K – – –
GJIA
684
Glass Jacobson Investment Advisors
Maryland
$261K – – –
RSWM
685
Robertson Stephens Wealth Management
California
$260K +$260K +1,635 New
IBOK
686
Independence Bank of Kentucky
Kentucky
$259K – – –
FIC
687
FCG Investment Company
Tennessee
$258K – – –
TGAM
688
TBH Global Asset Management
Tennessee
$258K -$6.51K -41 -2%
UOP
689
University of Pittsburgh
Pennsylvania
$256K – – –
FB
690
Fulton Bank
Pennsylvania
$255K -$9.53K -60 -4%
NF
691
Nvest Financial
New Hampshire
$255K +$255K +1,605 New
IAG
692
Investmark Advisory Group
Connecticut
$253K +$4.61K +29 +2%
S
693
SignatureFD
Georgia
$252K +$80.7K +508 +47%
DIS
694
Diversified Investment Strategies
Louisiana
$252K -$10.3K -65 -4%
SWM
695
Sugarloaf Wealth Management
Georgia
$251K +$477 +3 +0.2%
BFA
696
Bragg Financial Advisors
North Carolina
$251K – – –
SIC
697
Sigma Investment Counselors
Michigan
$250K – – –
TH
698
TCTC Holdings
Texas
$250K +$11K +69 +5%
EIP
699
Ellis Investment Partners
Pennsylvania
$248K -$8.74K -55 -3%
EPM
700
Elm Partners Management
Pennsylvania
$248K +$248K +1,561 New
26 27
28
29 30