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iShares Russell 2000 Value ETF
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Overview Fund Activity

918 hedge funds and large institutions have $8.52B invested in iShares Russell 2000 Value ETF in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 268 increasing their positions, 348 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
-26
Holders Change %
-2.75%
% of All Funds
13.35%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.35%
New
77
Increased
268
Reduced
348
Closed
87
Calls
$42.7M
Puts
$21.3M
Net Calls
+$21.4M
Net Calls Change
-$12.6M

Top Buyers

1
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
+$110M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$70.7M
3
Bank of America
Bank of America
North Carolina
+$64.2M
4
Wolverine Trading
Wolverine Trading
Illinois
+$53.9M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$33.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$176M
2
B
Bailard
California
-$65.7M
3
SV
Starboard Value
New York
-$64.7M
4
Goldman Sachs
Goldman Sachs
New York
-$38.2M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$38M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCBT
226
First Citizens Bank & Trust
North Carolina
$2.62M -$853K -5,599 -25%
ACA
227
Atlas Capital Advisors
Wyoming
$2.58M -$1.06M -6,938 -29%
GC
228
Grimes & Company
Massachusetts
$2.55M +$28.3K +186 +1%
WAM
229
Weinberger Asset Management
California
$2.53M -$46.1K -303 -2%
OIA
230
OneDigital Investment Advisors
Kansas
$2.48M +$2.09M +13,728 +539%
EWA
231
EverSource Wealth Advisors
Alabama
$2.46M +$439K +2,564 +22%
CWM
232
Concentric Wealth Management
California
$2.4M -$27.4K -180 -1%
AMG
233
Asset Management Group
Connecticut
$2.39M -$14K -92 -0.6%
SLT
234
St Louis Trust
Missouri
$2.39M – – –
Simplex Trading
235
Simplex Trading
Illinois
$2.37M +$739K +4,850 +45%
GWM
236
Geneos Wealth Management
Colorado
$2.36M -$16.6K -109 -0.7%
GRP
237
Global Retirement Partners
California
$2.33M +$44.6K +293 +2%
WA
238
Wealth Architects
California
$2.32M – – –
BPA
239
Beacon Pointe Advisors
California
$2.28M -$27.4K -180 -1%
FWP
240
Falcon Wealth Planning
California
$2.27M -$61.4K -403 -3%
BCWM
241
Bartlett & Co Wealth Management
Ohio
$2.24M -$140K -920 -6%
UB
242
UMB Bank
Missouri
$2.22M -$151K -990 -6%
CIC
243
Carnegie Investment Counsel
Ohio
$2.22M +$70.5K +463 +3%
Natixis Advisors
244
Natixis Advisors
Massachusetts
$2.21M +$70.5K +463 +3%
PFP
245
Pinnacle Financial Partners
Tennessee
$2.19M -$8.44K -54 -0.4%
CA
246
Clearstead Advisors
Ohio
$2.17M +$688K +4,519 +47%
GLLW
247
Graves Light Lenhart Wealth
Virginia
$2.16M – – –
HR
248
Hardy Reed
Mississippi
$2.09M – – –
DWT
249
Dorsey & Whitney Trust
South Dakota
$2.02M – – –
LBC
250
Lowe Brockenbrough & Co
Virginia
$2M -$94.7K -622 -5%
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