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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
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 Holding Trade Value Shares
Change 		Shares
Change %
IGWM
776
ICA Group Wealth Management
Colorado
$133K +$477 +3 +0.4%
AA
777
Addison Advisors
Vermont
$131K – – –
WP
778
WealthShield Partners
North Carolina
$130K – – –
BSWA
779
Bromfield Sneider Wealth Advisors
Massachusetts
$129K – – –
LI
780
LRI Investments
Florida
$120K +$120K +758 New
CMP
781
Coston McIsaac & Partners
Maine
$119K – – –
AWM
782
Atticus Wealth Management
Florida
$114K -$1.11K -7 -1%
FUBT
783
First United Bank & Trust
Maryland
$113K -$5.24K -33 -4%
SMA
784
Sage Mountain Advisors
Georgia
$113K – – –
SC
785
SouthState Corp
Florida
$111K – – –
PCG
786
PFC Capital Group
California
$111K +$111K +700 New
SWA
787
SOA Wealth Advisors
New York
$108K +$318 +2 +0.3%
OC
788
Oakworth Capital
Alabama
$106K – – –
BFPW
789
BOK Financial Private Wealth
Colorado
$106K – – –
GI
790
GAMMA Investing
California
$105K – – –
WPA
791
West Paces Advisors
Georgia
$103K – – –
GJWM
792
Gilliland Jeter Wealth Management
Arkansas
$103K +$103K +649 New
AP
793
Atwood & Palmer
Missouri
$101K – – –
EK
794
Evensky & Katz
Florida
$100K -$14.7K -93 -13%
NL
795
NVWM LLC
Pennsylvania
$99.9K -$47.6K -300 -32%
CWM
796
CarsonAllaria Wealth Management
Illinois
$98.1K +$90.4K +569 +1,161%
BLC
797
Brown, Lisle/Cummings
Rhode Island
$96.1K – – –
JEST
798
JTC Employer Solutions Trustee
Jersey
$96K – – –
TWP
799
TFO Wealth Partners
Ohio
$89K – – –
WIM
800
Westside Investment Management
California
$88.9K +$3.97K +25 +5%
30 31
32
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