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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 %
BCPWM
926
Bradley & Co Private Wealth Management
Florida
$3.02K 19 – –
MCA
927
Maryland Capital Advisors
Maryland
$2.7K 17 – –
CP
928
Castleview Partners
Texas
$2.54K 16 – –
TAM
929
Tucker Asset Management
Colorado
$2.54K 16 +16 New
RIA
930
Realta Investment Advisors
Delaware
$2.38K 15 +15 New
MIA
931
MeadowBrook Investment Advisors
Michigan
$1.75K 11 – –
FCAS
932
First Command Advisory Services
Texas
$1.43K 9 -19 -68%
FIM
933
Fernwood Investment Management
Massachusetts
$1.43K 9 +9 New
GWSA
934
Global Wealth Strategies & Associates
Colorado
$1.43K 9 +9 New
MHR
935
Matthew Hamilton Rosenberg
$1.41K 9 +9 New
CIA
936
Cape Investment Advisory
Georgia
$1.27K 8 -9 -53%
OA
937
Operose Advisors
Wisconsin
$1.11K 7 +7 New
CAM
938
Creekmur Asset Management
Illinois
$1.11K 7 +7 New
CWP
939
Concord Wealth Partners
Virginia
$820 5 – –
JWM
940
Janiczek Wealth Management
Colorado
$795 5 – –
PWM
941
Provident Wealth Management
Tennessee
$794 5 +5 New
DF
942
Dunhill Financial
United Kingdom
$643 4 – –
BIA
943
Bell Investment Advisors
California
$636 4 -124 -97%
PWMG
944
Prestige Wealth Management Group
New Jersey
$318 2 – –
CPG
945
Cornerstone Planning Group
New Jersey
$309 2 – –
State Board of Administration of Florida Retirement System
946
State Board of Administration of Florida Retirement System
Florida
– – -1,375,322 Closed
Twin Tree Management
947
Twin Tree Management
Texas
– – -240,955 Closed
AP
948
Advisors Preferred
Maryland
– – -229,420 Closed
WF
949
WoodTrust Financial
Wisconsin
– – -140,792 Closed
KHCM
950
Kettle Hill Capital Management
New York
– – -70,069 Closed
36 37
38
39 40