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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 %
TC
951
Towle & Co
Colorado
– – -42,190 Closed
ITB
952
Idaho Trust Bank
Idaho
– – -34,132 Closed
BCM
953
Bridgeway Capital Management
Texas
– – -29,255 Closed
VA
954
Verdad Advisers
Massachusetts
– – -26,000 Closed
SEM
955
Strategic Equity Management
Arizona
– – -23,456 Closed
Two Sigma Advisers
956
Two Sigma Advisers
New York
– – -22,700 Closed
Capital Fund Management (CFM)
957
Capital Fund Management (CFM)
France
– – -19,950 Closed
PRCP
958
Pacific Ridge Capital Partners
Oregon
– – -18,115 Closed
OAM
959
Oppenheimer Asset Management
New York
– – -16,030 Closed
William Blair Investment Management
960
William Blair Investment Management
Illinois
– – -14,662 Closed
Capstone Investment Advisors
961
Capstone Investment Advisors
New York
– – -14,282 Closed
CIM
962
Confluence Investment Management
Missouri
– – -12,920 Closed
CCM
963
Carlson Capital Management
Minnesota
– – -11,790 Closed
SFS
964
Sowell Financial Services
Arkansas
– – -10,809 Closed
TCG
965
Transcendent Capital Group
Oklahoma
– – -10,747 Closed
Nuveen Asset Management
966
Nuveen Asset Management
Illinois
– – -9,334 Closed
DWM
967
Dakota Wealth Management
Florida
– – -8,031 Closed
MCM
968
Moore Capital Management
New York
– – -8,000 Closed
RFWA
969
RPg Family Wealth Advisory
Massachusetts
– – -7,854 Closed
AHC
970
Anderson Hoagland & Co
Missouri
– – -7,500 Closed
CCMLC
971
Cardinal Capital Management LLC (Connecticut)
Connecticut
– – -7,368 Closed
AIM
972
Alhambra Investment Management
Florida
– – -7,245 Closed
Cohen & Steers
973
Cohen & Steers
New York
– – -6,900 Closed
GBWM
974
Granite Bay Wealth Management
New Hampshire
– – -5,859 Closed
DC
975
Davenport & Co
Virginia
– – -5,582 Closed
37 38
39
40 41