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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 %
SCM
326
Stordahl Capital Management
Colorado
$1.26M -$156K -1,025 -11%
ML
327
McAdam LLC
Pennsylvania
$1.25M -$13.4K -88 -1%
CCT
328
Chemung Canal Trust
New York
$1.24M – – –
TFF
329
The Family Firm
Maryland
$1.22M +$5.48K +36 +0.5%
TC
330
Towle & Co
Colorado
$1.22M +$1.22M +8,010 New
SWP
331
Stratos Wealth Partners
Ohio
$1.21M -$46.8K -307 -4%
ACA
332
Affinity Capital Advisors
California
$1.21M -$57.3K -376 -5%
CAM
333
Cozad Asset Management
Illinois
$1.2M +$15.2K +100 +1%
FPIS
334
Financial Planning & Information Services
Wisconsin
$1.2M -$92.4K -607 -7%
VC
335
Veery Capital
Delaware
$1.19M +$56.7K +372 +5%
FCFC
336
First Commonwealth Financial Corp
Pennsylvania
$1.19M -$244K -1,603 -17%
EAM
337
Eukles Asset Management
Ohio
$1.18M +$6.7K +44 +0.6%
HCA
338
Harbour Capital Advisors
Virginia
$1.18M -$49.1K -325 -4%
CWM
339
Cornerstone Wealth Management
Missouri
$1.17M +$14K +92 +1%
WCF
340
West Coast Financial
California
$1.17M – – –
MAM
341
MWA Asset Management
Massachusetts
$1.16M -$4.27K -28 -0.4%
FOA
342
Five Oceans Advisors
California
$1.16M -$1.37K -9 -0.1%
PFS
343
Prospera Financial Services
Texas
$1.15M +$76K +499 +7%
PPC
344
Park Place Capital
Alabama
$1.15M -$4.57K -30 -0.4%
LI
345
LMCG Investments
Massachusetts
$1.14M -$11.9K -78 -1%
JPG
346
Jordan Park Group
California
$1.14M -$702K -4,609 -38%
SWM
347
SilverOak Wealth Management
Minnesota
$1.14M -$10.8K -71 -0.9%
AWA
348
Archvest Wealth Advisors
California
$1.13M -$3.28M -21,708 -74%
FP
349
Factorial Partners
New York
$1.13M – – –
6F
350
626 Financial
Michigan
$1.12M -$48.7K -320 -4%
12 13
14
15 16