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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 %
AssetMark Inc
126
AssetMark Inc
California
$9.08M 57,204 +55,632 +3,539%
FWM
127
FSA Wealth Management
Massachusetts
$8.92M 56,195 +1,889 +3%
OCM
128
One Capital Management
California
$8.82M 55,561 -1,559 -3%
RA
129
Royce & Associates
New York
$8.82M 55,537 -2,435 -4%
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$8.79M 55,968 +3,322 +6%
MAM
131
MMA Asset Management
Pennsylvania
$8.59M 55,260 -21,392 -28%
AF
132
Allworth Financial
California
$8.48M 53,374 -76 -0.1%
PFA
133
Pure Financial Advisors
California
$8.46M 53,248 +558 +1%
CWA
134
CM Wealth Advisors
Ohio
$8.2M 52,657 +4,955 +10%
BF
135
Brooklyn FI
New York
$8.19M 51,565 +888 +2%
CA
136
Cetera Advisors
Colorado
$8.07M 50,806 +14,455 +40%
PGFC
137
Peapack-Gladstone Financial Corp
New Jersey
$7.98M 50,237 -5,690 -10%
HSBC Holdings
138
HSBC Holdings
United Kingdom
$7.97M 50,168 +582 +1%
VNIM
139
Vaughan Nelson Investment Management
Texas
$7.93M 49,935 -13,640 -21%
WANY
140
Wealthspire Advisors (New York)
New York
$7.87M 49,581 +2,672 +6%
EWA
141
EP Wealth Advisors
California
$7.52M 47,359 -1,788 -4%
KAS
142
Kestra Advisory Services
Texas
$7.39M 46,522 +866 +2%
MWM
143
Marion Wealth Management
Pennsylvania
$7.37M 46,418 -4 -0%
CAM
144
Cresset Asset Management
Illinois
$7.34M 46,189 +15,111 +49%
BSW
145
Buckingham Strategic Wealth
Missouri
$7.27M 45,809 +2,123 +5%
CG
146
Corundum Group
Colorado
$7.13M 44,912 -180 -0.4%
VVP
147
Venture Visionary Partners
Ohio
$7.07M 44,490 +346 +0.8%
TD Asset Management
148
TD Asset Management
Ontario, Canada
$6.99M 44,015 +227 +0.5%
AI
149
Ariel Investments
Illinois
$6.52M 41,040 -4,307 -9%
SIM
150
SSI Investment Management
California
$6.24M 39,269 +6,839 +21%
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