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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 %
AWA
976
Arete Wealth Advisors
Illinois
– – -4,854 Closed
Parallax Volatility Advisers
977
Parallax Volatility Advisers
California
– – -4,313 Closed
MWM
978
Moran Wealth Management
Florida
– – -3,882 Closed
Bank Julius Baer & Co
979
Bank Julius Baer & Co
Switzerland
– – -3,528 Closed
OWA
980
Opal Wealth Advisors
New York
– – -3,517 Closed
SAG
981
SageView Advisory Group
California
– – -3,220 Closed
AF
982
Apexium Financial
Texas
– – -3,179 Closed
AWM
983
Apollon Wealth Management
South Carolina
– – -2,853 Closed
AFP
984
Alpha Financial Partners
Kentucky
– – -2,541 Closed
RP
985
Riverwater Partners
Wisconsin
– – -2,246 Closed
WIA
986
World Investment Advisors
California
– – -2,239 Closed
NFA
987
Northern Financial Advisors
Michigan
– – -2,193 Closed
LTAS
988
Linden Thomas Advisory Services
North Carolina
– – -2,065 Closed
BFS
989
Bradley Foster & Sargent
Connecticut
– – -1,911 Closed
MOS
990
MGO One Seven
Ohio
– – -1,865 Closed
MSS
991
Mitchell Sinkler & Starr
Pennsylvania
– – -1,822 Closed
AT
992
American Trust
Kentucky
– – -1,640 Closed
CWM
993
Circle Wealth Management
New Jersey
– – -1,493 Closed
FCM
994
Family Capital Management
Michigan
– – -1,478 Closed
B
995
Bensler
Washington
– – -1,412 Closed
SSWM
996
Smith Salley Wealth Management
North Carolina
– – -1,399 Closed
SHGA
997
Sand Hill Global Advisors
California
– – -1,385 Closed
BAM
998
Belpointe Asset Management
Nevada
– – -1,365 Closed
HPA
999
High Probability Advisors
New York
– – -1,351 Closed
PVAMC
1000
PPS&V Asset Management Consultants
Michigan
– – -1,347 Closed
38 39
40
41 42