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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 %
SSB
301
Sandy Spring Bank
Maryland
$1.5M -$393K -2,579 -21%
LB
302
Legacy Bridge
Iowa
$1.48M – – –
LTL
303
Lowery Thomas LLC
California
$1.47M -$22.8K -150 -2%
RZH
304
Relyea Zuckerberg Hanson
Connecticut
$1.47M -$39.9K -262 -3%
AIA
305
Alera Investment Advisors
Illinois
$1.46M -$723K -4,749 -33%
HNB
306
Huntington National Bank
Ohio
$1.46M -$1.48M – –
PA
307
Parallel Advisors
California
$1.45M +$16.4K +108 +1%
BTI
308
Blue Trust Inc
Georgia
$1.44M +$1.41M +8,881 +4,531%
GC
309
Guggenheim Capital
Illinois
$1.44M – – –
WIA
310
World Investment Advisors
California
$1.44M +$1.44M +9,452 New
GVAG
311
Great Valley Advisor Group
Delaware
$1.44M +$88.6K +582 +7%
CIA
312
Concurrent Investment Advisors
Florida
$1.44M +$164K +1,077 +13%
AWM
313
AE Wealth Management
Kansas
$1.43M +$307K +2,015 +27%
ZB
314
Zions Bancorporation
Utah
$1.43M -$328K -2,152 -19%
ATC
315
Argent Trust Co
Tennessee
$1.42M -$21.8K -143 -2%
EWA
316
Exencial Wealth Advisors
Oklahoma
$1.42M -$53K -348 -4%
SPIA
317
Steward Partners Investment Advisory
New York
$1.41M -$114K -747 -7%
WP
318
WealthPLAN Partners
Nebraska
$1.4M +$136K +892 +11%
BCM
319
BluePointe Capital Management
California
$1.35M -$75.5K -496 -5%
Neuberger Berman Group
320
Neuberger Berman Group
New York
$1.35M +$283K +1,858 +27%
BMCM
321
Bryn Mawr Capital Management
Pennsylvania
$1.34M -$55.3K -363 -4%
AFG
322
Altiora Financial Group
Ohio
$1.31M – – –
SFG
323
Sterling Financial Group
California
$1.3M – – –
ONB
324
Old National Bancorp
Indiana
$1.3M – – –
TPCW
325
TD Private Client Wealth
New York
$1.27M -$131K -861 -9%
11 12
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