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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 %
RDIA
901
RE Dickinson Investment Advisors
Iowa
$9K 58 – –
ATC
902
Advantage Trust Company
Kansas
$8.74K 55 – –
POIA
903
Pin Oak Investment Advisors
Texas
$8K 50 – –
IWP
904
IAG Wealth Partners
Wisconsin
$7.94K 50 +50 New
PCWA
905
Pacific Capital Wealth Advisors
California
$7.78K 49 -104 -68%
CSC
906
Caldwell Sutter Capital
California
$7.62K 48 – –
GI
907
Gradient Investments
Minnesota
$7.4K 47 -38 -45%
MFC
908
Mechanics Financial Corp
Ohio
$7.15K 45 – –
OIA
909
Optimum Investment Advisors
Illinois
$6.35K 40 – –
NIC
910
Northwest Investment Counselors
Oregon
$5.72K 36 +36 New
ME
911
McIlrath & Eck
Washington
$5.08K 32 – –
PP
912
PrairieView Partners
Minnesota
$5K 30 – –
CCC
913
Chelsea Counsel Company
California
$4.92K 31 +31 New
AIMA
914
Ables Iannone Moore & Associates
Georgia
$4.92K 31 – –
HCP
915
Hexagon Capital Partners
Arkansas
$4.61K 29 – –
MWM
916
Mascoma Wealth Management
New Hampshire
$4.45K 28 – –
WIA
917
Wetzel Investment Advisors
Indiana
$4.24K 29 – –
WIC
918
Woodmont Investment Counsel
Tennessee
$4.13K 26 +26 New
TVWM
919
Tower View Wealth Management
Wisconsin
$3.97K 25 +25 New
BC
920
Belmont Capital
California
$3.97K 25 – –
WWM
921
Wolff Wiese Magana
California
$3.65K 23 – –
CA
922
Continuum Advisory
Idaho
$3.61K 23 +23 New
JFA
923
JNBA Financial Advisors
Minnesota
$3.34K 21 – –
HNB
924
Hilltop National Bank
Wyoming
$3.18K 20 +20 New
BHWM
925
Beaird Harris Wealth Management
Texas
$3.02K 19 +19 New
35 36
37
38 39