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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 %
PAG
176
Private Advisor Group
New Jersey
$4.4M 27,729 -3,719 -12%
SBH
177
Segall Bryant & Hamill
Illinois
$4.37M 27,489 +1,743 +7%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$4.33M 27,277 +17,514 +179%
NA
179
NewEdge Advisors
Louisiana
$4.27M 26,892 +2,367 +10%
Envestnet Portfolio Solutions
180
Envestnet Portfolio Solutions
Illinois
$4.23M 26,646 +17,939 +206%
NFW
181
Noble Family Wealth
Florida
$4.2M 26,464 -209 -0.8%
FSWA
182
Financial Synergies Wealth Advisors
Texas
$4.2M 26,461 +674 +3%
LL
183
LWMG LLC
Minnesota
$4.15M 26,124 +3,667 +16%
UAS
184
United Asset Strategies
New York
$4.09M 25,746 +13,060 +103%
PFBT
185
Parkside Financial Bank & Trust
Missouri
$4.05M 25,506 +47 +0.2%
BFS
186
Bare Financial Services
Pennsylvania
$4M 26,824 +7,349 +38%
BF
187
BOK Financial
Oklahoma
$3.98M 25,366 -1,396 -5%
HI
188
Harbour Investments
Wisconsin
$3.85M 24,240 +4,560 +23%
IFA
189
Interactive Financial Advisors
Illinois
$3.81M 23,989 +20,789 +650%
ACA
190
Atlas Capital Advisors
Wyoming
$3.8M 23,911 +9,832 +70%
SCM
191
SCS Capital Management
Massachusetts
$3.78M 23,791 – –
BCIM
192
Bishop & Co Investment Management
Pennsylvania
$3.73M 23,477 -21,188 -47%
EH
193
Equitable Holdings
New York
$3.72M 23,415 -1,336 -5%
PP
194
Prosperity Planning
Missouri
$3.69M 23,233 -60 -0.3%
FCBT
195
First Citizens Bank & Trust
North Carolina
$3.62M 22,818 +21,116 +1,241%
LI
196
Leeward Investments
Massachusetts
$3.61M 22,746 -32,740 -59%
FWMM
197
Foundation Wealth Management (Missouri)
Missouri
$3.6M 22,699 +550 +2%
RWP
198
RWA Wealth Partners
Massachusetts
$3.58M 22,550 -5 -0%
FCI
199
Financial Counselors Inc
Kansas
$3.55M 22,341 -2,125 -9%
GAB
200
German American Bancorp
Indiana
$3.51M 22,104 +226 +1%
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