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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 %
SAM
201
Silvercrest Asset Management
New York
$3.48M 21,932 -43,605 -67%
RJT
202
Raymond James Trust
Florida
$3.45M 21,709 +1,253 +6%
NWM
203
Northwest Wealth Management
Iowa
$3.42M 21,539 -8,757 -29%
IP
204
Investment Partners
Ohio
$3.35M 21,099 +213 +1%
AB
205
Atlas Brown
Kentucky
$3.31M 20,856 +66 +0.3%
Fuller & Thaler Asset Management
206
Fuller & Thaler Asset Management
California
$3.2M 20,154 -96,970 -83%
CHC
207
City Holding Co
West Virginia
$3.19M 20,086 – –
NC
208
Nixon Capital
Texas
$3.18M 20,000 +20,000 New
CCB
209
Country Club Bank
Missouri
$3.16M 19,928 -865 -4%
TYCC
210
Texas Yale Capital Corp
Florida
$3.16M 19,869 – –
AWS
211
Atria Wealth Solutions
New York
$3.14M 19,762 +1,720 +10%
SCP
212
Stevens Capital Partners
Nebraska
$3.12M 19,637 -452 -2%
TFA
213
Tobias Financial Advisors
Florida
$3.1M 19,489 -757 -4%
VW
214
Vance Wealth
California
$3.08M 19,371 +377 +2%
GIA
215
GHP Investment Advisors
Colorado
$3.07M 19,339 -870 -4%
IIC
216
Integrated Investment Consultants
Michigan
$3.07M 19,311 -279 -1%
FHB
217
First Hawaiian Bank
Hawaii
$3.05M 19,179 +3,126 +19%
CTC
218
Central Trust Company
Missouri
$3M 18,914 -18,064 -49%
VWA
219
Visionary Wealth Advisors
Illinois
$2.94M 18,535 -862 -4%
EWM
220
Empirical Wealth Management
Washington
$2.82M 17,761 +256 +1%
CPBTD
221
Central Pacific Bank - Trust Division
Hawaii
$2.81M 17,885 +17,885 New
FWM
222
FMA Wealth Management
Massachusetts
$2.8M 17,650 +21 +0.1%
CS
223
Credit Suisse
Switzerland
$2.77M 17,446 -7,597 -30%
Janney Montgomery Scott
224
Janney Montgomery Scott
Pennsylvania
$2.73M 17,173 -8,671 -34%
WAM
225
Weinberger Asset Management
California
$2.69M 16,928 -91 -0.5%
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