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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 %
WPWM
251
Windward Private Wealth Management
Kansas
$2M -$101K -665 -5%
WSFS
252
Wilmington Savings Fund Society
Delaware
$1.99M -$5.33K -35 -0.3%
MWM
253
Maltin Wealth Management
New Jersey
$1.99M +$29.4K +193 +1%
KA
254
Klingman & Associates
New York
$1.97M +$41.3K +271 +2%
WTB
255
Washington Trust Bank
Washington
$1.95M -$3.81K -25 -0.2%
RFC
256
Regions Financial Corp
Alabama
$1.95M +$351K +2,306 +22%
WAP
257
Wealthcare Advisory Partners
Pennsylvania
$1.95M +$37.8K +248 +2%
FTS
258
Fifth Third Securities
Ohio
$1.94M +$107K +704 +6%
MA
259
Marquette Associates
Illinois
$1.94M +$8.68K +57 +0.4%
Wealthfront Advisers
260
Wealthfront Advisers
California
$1.93M +$460K +3,021 +31%
SW
261
SkyOak Wealth
Michigan
$1.92M +$193K +1,265 +11%
ACM
262
Alamar Capital Management
California
$1.92M +$1.92M +12,601 New
TWM
263
Tradition Wealth Management
Minnesota
$1.91M -$59.2K -389 -3%
Lido Advisors
264
Lido Advisors
California
$1.91M +$175K +1,148 +10%
SF
265
Summit Financial
New Jersey
$1.9M +$468K +3,076 +33%
ATI
266
ARK & TLK Investments
Oklahoma
$1.87M +$2.28K +15 +0.1%
WDG
267
Wealth Dimensions Group
Ohio
$1.86M -$97.9K -643 -5%
FHB
268
First Hawaiian Bank
Hawaii
$1.86M -$1.06M -6,969 -36%
QCG
269
Quadrant Capital Group
Ohio
$1.86M – – –
BIA
270
BHK Investment Advisors
Alabama
$1.86M -$7.16K -47 -0.4%
SYBT
271
Stock Yards Bank & Trust
Kentucky
$1.84M -$9.6K -63 -0.5%
CFG
272
Clayton Financial Group
Missouri
$1.84M – – –
FMII
273
Farmers & Merchants Investments Inc
Nebraska
$1.84M +$31.2K +205 +2%
VF
274
Vawter Financial
Ohio
$1.83M -$18.3K -120 -1%
TW
275
Towerpoint Wealth
California
$1.8M +$1.22K +8 +0.1%
9 10
11
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