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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 %
S
1001
Sunpointe
Missouri
– – -1,339 Closed
JFG
1002
JMG Financial Group
Illinois
– – -1,318 Closed
Walleye Trading
1003
Walleye Trading
New York
– – -1,270 Closed
MFA
1004
McClarren Financial Advisors
Pennsylvania
– – -1,042 Closed
GG
1005
Greenwood Gearhart
Arkansas
– – -1,000 Closed
PS
1006
Planned Solutions
California
– – -913 Closed
GKIM
1007
GW&K Investment Management
Massachusetts
– – -699 Closed
FWM
1008
Focused Wealth Management
New York
– – -644 Closed
RIM
1009
Rockbridge Investment Management
New York
– – -643 Closed
BCM
1010
Bourgeon Capital Management
Connecticut
– – -635 Closed
FMP
1011
Financial Management Professionals
Texas
– – -623 Closed
VWM
1012
Venturi Wealth Management
Texas
– – -579 Closed
NFA
1013
Northwest Financial Advisors
Virginia
– – -500 Closed
WCM Investment Management
1014
WCM Investment Management
California
– – -459 Closed
LFA
1015
Livelsberger Financial Advisory
Ohio
– – -364 Closed
MPCG
1016
Matrix Private Capital Group
New York
– – -212 Closed
CB
1017
Community Bank
New York
– – -209 Closed
LFA
1018
Level Financial Advisors
New York
– – -182 Closed
AIM
1019
Arcadia Investment Management
Michigan
– – -137 Closed
AWM
1020
Able Wealth Management
New Jersey
– – -117 Closed
BWM
1021
BKM Wealth Management
Wisconsin
– – -102 Closed
PA
1022
Pineridge Advisors
Missouri
– – -101 Closed
Walleye Capital
1023
Walleye Capital
New York
– – -96 Closed
EBA
1024
Eagle Bay Advisors
New York
– – -66 Closed
RPCA
1025
Running Point Capital Advisors
California
– – -60 Closed
38 39 40
41
42