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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 %
ACB
101
Aristotle Capital Boston
Massachusetts
$12.4M 77,864 -32,005 -29%
PIA
102
Powell Investment Advisors
Florida
$12.2M 77,076 -613 -0.8%
CWM
103
Congress Wealth Management
Massachusetts
$12M 75,870 -211 -0.3%
Barclays
104
Barclays
United Kingdom
$11.9M 74,839 +61,296 +453%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$11.8M 74,571 +10,126 +16%
SCG
106
Sonata Capital Group
Washington
$11.7M 73,675 -7,317 -9%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$11.3M 71,279 -6,197 -8%
HWA
108
Hillcrest Wealth Advisors
New Jersey
$11.2M 70,755 -6,590 -9%
KPWS
109
Kestra Private Wealth Services
Texas
$11.1M 70,191 +3,821 +6%
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$10.8M 67,905 +1,975 +3%
KeyBank National Association
111
KeyBank National Association
Ohio
$10.3M 65,133 -1,679 -3%
LFWA
112
LBJ Family Wealth Advisors
Texas
$10.2M 64,260 +152 +0.2%
Principal Financial Group
113
Principal Financial Group
Iowa
$10.2M 64,165 -83,370 -57%
HIA
114
Harbor Investment Advisory
Maryland
$10.1M 63,638 -1,632 -3%
TWC
115
TD Waterhouse Canada
Ontario, Canada
$10.1M 52,515 +4,842 +10%
PLU
116
Performa Ltd (US)
South Carolina
$10M 63,184 -12,921 -17%
ACM
117
Azarias Capital Management
Pennsylvania
$10M 63,093 +6,633 +12%
William Blair & Company
118
William Blair & Company
Illinois
$10M 62,962 +5,898 +10%
FHA
119
First Horizon Advisors
Tennessee
$9.92M 62,469 -8,964 -13%
GT
120
Glenmede Trust
Pennsylvania
$9.75M 61,367 -2,972 -5%
State Street
121
State Street
Massachusetts
$9.74M 61,300 +9,000 +17%
RFA
122
RTD Financial Advisors
Pennsylvania
$9.72M 61,195 -1,089 -2%
CWC
123
Carolinas Wealth Consulting
North Carolina
$9.68M 60,968 -1,082 -2%
SWPG
124
Strategic Wealth Partners Group
Illinois
$9.48M 59,679 -158 -0.3%
CAM
125
Crestone Asset Management
Colorado
$9.48M 59,665 +2,016 +3%
3 4
5
6 7