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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 %
Wellington Management Group
76
Wellington Management Group
Massachusetts
$17.5M 109,997 +37,143 +51%
CP
77
Covenant Partners
Tennessee
$17.4M 109,497 -5,345 -5%
SC
78
Savant Capital
Illinois
$17.3M 109,042 -815 -0.7%
Kayne Anderson Rudnick Investment Management
79
Kayne Anderson Rudnick Investment Management
California
$17.1M 107,779 -82,639 -43%
Osaic Holdings
80
Osaic Holdings
Arizona
$16.8M 105,809 -21,859 -17%
MGIA
81
Moneta Group Investment Advisors
Missouri
$16.7M 105,312 +29,147 +38%
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$16.7M 104,922 -12,384 -11%
Franklin Resources
83
Franklin Resources
California
$16.4M 103,253 +33,359 +48%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$15.9M 100,333 -26,831 -21%
NSCM
85
New South Capital Management
Tennessee
$14.8M 92,910 +20,049 +28%
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.7M 92,860 +24,440 +36%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$14.6M 92,102 -53,197 -37%
SF
88
Synovus Financial
Georgia
$14.6M 91,795 -4,454 -5%
WA
89
Waverly Advisors
Alabama
$14.5M 91,602 +15,113 +20%
AL
90
Aspiriant LLC
California
$14.5M 91,402 -3,040 -3%
CAN
91
Cetera Advisor Networks
California
$14.4M 90,737 -182 -0.2%
Cerity Partners
92
Cerity Partners
New York
$13.9M 87,658 +1,804 +2%
APP
93
Avantax Planning Partners
Iowa
$13.8M 87,026 -500,978 -85%
Stifel Financial
94
Stifel Financial
Missouri
$13.5M 85,287 -17,325 -17%
FAM
95
Flaharty Asset Management
Florida
$13.5M 84,952 -2,483 -3%
TSW
96
Thompson Siegel & Walmsley
Virginia
$13.1M 82,733 -6,899 -8%
Creative Planning
97
Creative Planning
Kansas
$13.1M 82,674 +4,107 +5%
D.E. Shaw & Co
98
D.E. Shaw & Co
New York
$13.1M 82,225 +82,225 New
CM
99
Churchill Management
California
$12.7M 80,104 +80,104 New
AllianceBernstein
100
AllianceBernstein
Tennessee
$12.4M 77,872 +1,174 +2%
2 3
4
5 6