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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 %
CW
276
CreativeOne Wealth
Kansas
$1.8M +$133K +872 +8%
MLA
277
MB, Levis & Associates
Pennsylvania
$1.78M +$7.16K +47 +0.4%
OMC
278
Old Mission Capital
Illinois
$1.77M +$1.21M +7,924 +213%
FTWA
279
Fifth Third Wealth Advisors
Ohio
$1.75M +$687K +4,511 +65%
CPBTD
280
Central Pacific Bank - Trust Division
Hawaii
$1.73M -$991K -6,510 -36%
Toronto Dominion Bank
281
Toronto Dominion Bank
Ontario, Canada
$1.72M +$148K +975 +9%
SG Americas Securities
282
SG Americas Securities
New York
$1.71M +$190K +1,250 +13%
HSA
283
HBK Sorce Advisory
Pennsylvania
$1.69M -$195K -1,282 -10%
Vanguard Group
284
Vanguard Group
Pennsylvania
$1.67M +$13.1K +86 +0.8%
WGCA
285
Wolf Group Capital Advisors
Virginia
$1.66M +$1.66M +10,921 New
MCM
286
MV Capital Management
Maryland
$1.66M – – –
AFA
287
American Financial Advisors
Georgia
$1.66M +$6.09K +40 +0.4%
VFA
288
Valeo Financial Advisors
Indiana
$1.66M -$10.8K -71 -0.6%
FWP
289
FAS Wealth Partners
Kansas
$1.65M +$44.8K +294 +3%
TA
290
TFB Advisors
Kansas
$1.61M +$151K +993 +10%
RC
291
Roundview Capital
New Jersey
$1.59M -$85.3K -560 -5%
BAM
292
Berkshire Asset Management
Pennsylvania
$1.57M +$293K +1,927 +23%
PIM
293
Penobscot Investment Management
Massachusetts
$1.57M +$278K +1,825 +22%
EWM
294
Evercore Wealth Management
New York
$1.56M -$32.3K -212 -2%
AI
295
Atria Investments
North Carolina
$1.55M +$578K +3,792 +59%
SWM
296
Shakespeare Wealth Management
Wisconsin
$1.54M -$19.5K -128 -1%
LWCFA
297
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.53M +$55.6K +329 +4%
VCP
298
Verus Capital Partners
Arizona
$1.52M -$14.6K -96 -1%
CWA
299
Cornerstone Wealth Advisors
Minnesota
$1.52M -$72.5K -476 -5%
SCA
300
Snowden Capital Advisors
New York
$1.5M -$14.9K -98 -1%
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