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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 %
Bank of America
1
Bank of America
North Carolina
$992M 6,244,220 +407,961 +7%
Morgan Stanley
2
Morgan Stanley
New York
$964M 6,070,561 -6,116,751 -50%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$411M 2,585,388 +122,587 +5%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$373M 2,345,930 +78,957 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$309M 1,948,531 +42,361 +2%
SV
6
Starboard Value
New York
$271M 1,705,000 -100,000 -6%
Goldman Sachs
7
Goldman Sachs
New York
$215M 1,352,326 -125,116 -8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$191M 1,203,819 -4,847 -0.4%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$191M 1,202,322 -724 -0.1%
UBS Group
10
UBS Group
Switzerland
$170M 1,068,179 +1,580 +0.1%
DADC
11
D.A. Davidson & Co
Montana
$161M 1,016,936 +15,137 +2%
Wells Fargo
12
Wells Fargo
California
$153M 962,793 -206,118 -18%
Betterment LLC
13
Betterment LLC
New York
$148M 933,000 -45,758 -5%
M&T Bank
14
M&T Bank
New York
$145M 916,060 +181,305 +25%
APF
15
Alaska Permanent Fund
Alaska
$135M 850,047 -31,472 -4%
Northern Trust
16
Northern Trust
Illinois
$128M 803,327 -11,288 -1%
LPL Financial
17
LPL Financial
California
$120M 753,757 +18,808 +3%
US Bancorp
18
US Bancorp
Minnesota
$113M 714,255 +23,054 +3%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$108M 681,582 +12,702 +2%
Charles Schwab
20
Charles Schwab
California
$90.9M 572,202 +34,739 +6%
CCWM
21
Cassaday & Co Wealth Management
Virginia
$90.1M 567,513 +12,854 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$77.8M 489,896 +9,928 +2%
B
23
Bailard
California
$77.6M 488,393 +459,376 +1,583%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$76.7M 483,223 +124,404 +35%
Victory Capital Management
25
Victory Capital Management
Texas
$76.1M 479,300 -112,300 -19%
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