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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 %
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$34M 213,873 +151,612 +244%
Truist Financial
52
Truist Financial
North Carolina
$33.7M 212,237 -11,327 -5%
BlackRock
53
BlackRock
New York
$30.9M 194,524 -36,214 -16%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$29M 182,472 -4,171 -2%
Mariner
55
Mariner
Kansas
$27.4M 172,339 -26,980 -14%
WTC
56
WhitTier Trust Company
Nevada
$26.2M 165,174 +2,853 +2%
QC
57
Quadrature Capital
United Kingdom
$26.1M 164,101 +164,101 New
CM
58
Castleark Management
Illinois
$26M 163,710 – –
MWM
59
Modera Wealth Management
New Jersey
$25.9M 162,910 -1,405 -0.9%
CC
60
Courier Capital
New York
$23.1M 145,572 -1,480 -1%
DPIM
61
Duff & Phelps Investment Management
Illinois
$22.9M 143,990 – –
SW
62
SVB Wealth
Massachusetts
$22.8M 143,362 -16,666 -10%
JIC
63
Johnson Investment Counsel
Ohio
$22.7M 143,049 +5,246 +4%
Corient Private Wealth
64
Corient Private Wealth
Florida
$22.3M 140,299 +2,366 +2%
AAP
65
Arax Advisory Partners
Colorado
$21.9M 137,702 -2,881 -2%
SI
66
Stephens Inc
Arkansas
$21.3M 133,981 -54,608 -29%
Prudential Financial
67
Prudential Financial
New Jersey
$19.7M 123,883 -1,780 -1%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$19.5M 122,848 +14,926 +14%
Comerica Bank
69
Comerica Bank
Texas
$18.6M 117,358 +380 +0.3%
SCM
70
Shapiro Capital Management
Georgia
$18.6M 116,864 +114,400 +4,643%
FT
71
Fiduciary Trust
Massachusetts
$17.8M 112,011 -1,792 -2%
GJL
72
Gendell Jeffrey L
$17.8M 111,876 +30,000 +37%
Two Sigma Investments
73
Two Sigma Investments
New York
$17.6M 111,000 -27,300 -20%
VI
74
Vestcor Inc
New Brunswick, Canada
$17.5M 110,500 – –
ZF
75
Zhang Financial
Michigan
$17.5M 110,189 -2,519 -2%
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3
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