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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 %
SC
151
Sierra Capital
Florida
$6.18M 38,910 +67 +0.2%
BCM
152
Brookstone Capital Management
Illinois
$6.02M 37,909 -1,149 -3%
HWM
153
HB Wealth Management
Georgia
$5.9M 37,167 +2,077 +6%
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$5.7M 35,745 -1,674 -4%
WB
155
WesBanco Bank
West Virginia
$5.69M 35,827 -459 -1%
AAS
156
Avantax Advisory Services
Texas
$5.67M 35,696 -10,027 -22%
HW
157
Hancock Whitney
Mississippi
$5.58M 35,118 +14 +0%
IFO
158
Independent Family Office
New York
$5.56M 34,985 – –
FPAS
159
Focus Partners Advisor Solutions
Missouri
$5.53M 34,807 +27,088 +351%
VCM
160
Viewpoint Capital Management
Washington
$5.4M 34,023 +835 +3%
OFG
161
Oxford Financial Group
Indiana
$5.39M 33,920 -246 -0.7%
OFS
162
Oldfather Financial Services
Nebraska
$5.38M 33,848 +681 +2%
HCA
163
Heck Capital Advisors
Wisconsin
$5.14M 32,390 -28,964 -47%
DSA
164
Droms Strauss Advisors
Missouri
$5.08M 32,007 -218 -0.7%
XF
165
XML Financial
Maryland
$5.07M 31,934 +993 +3%
NFC
166
Northeast Financial Consultants
Connecticut
$5.07M 31,930 +7 +0%
HBCM
167
Heron Bay Capital Management
Michigan
$4.94M 31,091 – –
Cambridge Investment Research Advisors
168
Cambridge Investment Research Advisors
Iowa
$4.92M 30,990 -315 -1%
MML Investors Services
169
MML Investors Services
Massachusetts
$4.91M 30,902 -1,004 -3%
EARNEST Partners
170
EARNEST Partners
Georgia
$4.83M 30,389 -44,515 -59%
TAM
171
Tocqueville Asset Management
New York
$4.78M 30,114 +167 +0.6%
AWA
172
Archvest Wealth Advisors
California
$4.59M 29,213 +785 +3%
MAM
173
McLean Asset Management
Virginia
$4.58M 29,249 -112 -0.4%
TAM
174
Titleist Asset Management
Texas
$4.47M 28,130 -2,336 -8%
WIC
175
Whitegate Investment Counselors
New Hampshire
$4.42M 27,849 +3 +0%
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