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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.

New
Increased
Maintained
Reduced
Closed
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
Bailard
California
$77.6M
2
Bank of America
Bank of America
North Carolina
$992M
3
M&T Bank
M&T Bank
New York
$145M
4
PMAM
Picton Mahoney Asset Management
Ontario, Canada
$51.6M
5
QC
Quadrature Capital
United Kingdom
$26.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$964M
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$0
3
APP
Avantax Planning Partners
Iowa
$13.8M
4
Twin Tree Management
Twin Tree Management
Texas
$0
5
AP
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
726
Romano Brothers & Co
Illinois
$223K – – –
IAIM
727
International Assets Investment Management
Florida
$222K +$222K +1,410 New
TPI
728
Trust Point Inc
Wisconsin
$221K -$14.6K -92 -6%
CFP
729
Cascade Financial Partners
California
$220K +$220K +1,465 New
LGWM
730
Litman Gregory Wealth Management
California
$220K -$55.6K -350 -20%
WW
731
Westshore Wealth
California
$217K – – –
IC
732
IEQ Capital
California
$217K – – –
SAM
733
S.A. Mason
Michigan
$216K – – –
1IA
734
1834 Investment Advisors
Wisconsin
$216K – – –
Thrivent Financial for Lutherans
735
Thrivent Financial for Lutherans
Minnesota
$216K +$2.54K +16 +1%
WS
736
Wedbush Securities
California
$213K +$213K +1,340 New
HCM
737
Hollencrest Capital Management
California
$212K -$101K -636 -32%
AIM
738
Athena Investment Management
California
$210K – – –
GA
739
Geller Advisors
New York
$210K +$210K +1,319 New
Russell Investments Group
740
Russell Investments Group
United Kingdom
$209K -$953 -6 -0.5%
MWM
741
Mission Wealth Management
California
$208K -$6.19K -39 -3%
CFGS
742
Concourse Financial Group Securities
Alabama
$207K -$794 -5 -0.4%
HPC
743
HM Payson & Co
Maine
$206K – – –
9WM
744
9258 Wealth Management
Ohio
$206K – – –
WHCFA
745
William Howard & Co Financial Advisors
Tennessee
$205K +$205K +1,289 New
AWM
746
Accel Wealth Management
Iowa
$204K +$204K +1,285 New
REMPR
747
Roof Eidam Maycock Peralta (REMP)
California
$204K +$204K +1,283 New
WTFG
748
Wells Trecaso Financial Group
Ohio
$203K -$24.9K -157 -11%
GFS
749
GYL Financial Synergies
Connecticut
$202K +$202K +1,274 New
PIFP
750
Partners in Financial Planning
Virginia
$202K +$202K +1,270 New
28 29
30
31 32