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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 %
JFG
751
JDM Financial Group
Texas
$202K +$159 +1 +0.1%
PGA
752
Portland Global Advisors
Maine
$202K +$202K +1,269 New
PA
753
Parkside Advisors
California
$201K +$201K +1,267 New
KCM
754
Kanawha Capital Management
Virginia
$201K -$13.5K -85 -6%
NCM
755
NCM Capital Management
New Jersey
$200K -$11.3K -71 -5%
WTA
756
Washington Trust Advisors
Massachusetts
$196K – – –
WT
757
Washington Trust
Rhode Island
$196K +$31.8K +200 +19%
AAG
758
Armstrong Advisory Group
Massachusetts
$195K – – –
AIM
759
Anchor Investment Management
South Carolina
$184K – – –
NRC
760
New Republic Capital
North Carolina
$184K – – –
CTWM
761
Cherry Tree Wealth Management
Minnesota
$179K -$39.2K -247 -18%
PMFA
762
Plante Moran Financial Advisors
Michigan
$179K +$318 +2 +0.2%
SC
763
Stephens Consulting
Michigan
$176K – – –
Lazard Asset Management
764
Lazard Asset Management
New York
$174K – – –
Bessemer Group
765
Bessemer Group
New Jersey
$172K -$122K -772 -42%
GWM
766
Grand Wealth Management
Michigan
$166K – – –
RTL
767
Red Tortoise LLC
Georgia
$162K -$952 -6 -0.6%
DFA
768
DHJJ Financial Advisors
Illinois
$161K – – –
GBT
769
Grove Bank & Trust
Florida
$161K +$103K +651 +180%
CSB
770
City State Bank
Iowa
$153K – – –
CF
771
Centaurus Financial
California
$151K -$11.6K -73 -7%
TSWM
772
Tyler-Stone Wealth Management
Ohio
$143K -$63.5K -400 -31%
RIL
773
Rothschild Investment LLC
Illinois
$140K +$4.29K +27 +3%
CAL
774
Capital Advisors Ltd
Ohio
$136K – – –
VCM
775
Versant Capital Management
Arizona
$136K – – –
29 30
31
32 33