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iShares Russell 2000 Value ETF
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Overview Fund Activity

965 hedge funds and large institutions have $9.26B invested in iShares Russell 2000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 275 increasing their positions, 350 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
+47
Holders Change %
+5.12%
% of All Funds
13.96%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.36%
New
104
Increased
275
Reduced
350
Closed
46
Calls
$156M
Puts
$34.4M
Net Calls
+$122M
Net Calls Change
+$101M

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
+$104M
2
APF
Alaska Permanent Fund
Alaska
+$94.2M
3
B
Bailard
California
+$75.1M
4
Morgan Stanley
Morgan Stanley
New York
+$46.5M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$33.4M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$138M
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
-$110M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$70.7M
4
Bank of America
Bank of America
North Carolina
-$58M
5
Wolverine Trading
Wolverine Trading
Illinois
-$57.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
351
Anchor Capital Advisors
Massachusetts
$1.19M -$18.4K -110 -2%
PFWA
352
Paces Ferry Wealth Advisors
Georgia
$1.17M +$334 +2 +0%
WIM
353
WealthPlan Investment Management
Nebraska
$1.15M +$1.15M +6,873 New
CCA
354
Cobblestone Capital Advisors
New York
$1.14M +$4.67K +28 +0.4%
I2I
355
Insight 2811 Inc
Illinois
$1.14M -$48K -288 -4%
PWP
356
Perfromance Wealth Partners
Illinois
$1.12M +$428K +2,565 +62%
PFA
357
Pettinga Financial Advisors
Indiana
$1.12M -$61.6K -369 -5%
ACM
358
Ategra Capital Management
Virginia
$1.11M +$1.11M +6,678 New
BCM
359
Becker Capital Management
Oregon
$1.11M +$91.1K +546 +9%
PP
360
PDS Planning
Ohio
$1.1M -$167 -1 -0%
CI Investments Inc
361
CI Investments Inc
Ontario, Canada
$1.1M – – –
JPG
362
Jordan Park Group
California
$1.09M -$163K -977 -13%
GFWA
363
Grey Fox Wealth Advisors
Delaware
$1.08M -$3K -18 -0.3%
BA
364
Bridge Advisory
California
$1.08M +$5.51K +33 +0.5%
SFA
365
Sequoia Financial Advisors
Ohio
$1.08M -$5.84K -35 -0.5%
EAM
366
Evanson Asset Management
California
$1.07M – – –
ACA
367
Aptus Capital Advisors
Alabama
$1.07M -$2.84K -17 -0.3%
AWA
368
Aletheian Wealth Advisors
Washington
$1.07M +$43K +258 +4%
FGG
369
Financial Guidance Group
Florida
$1.06M -$4.34K -26 -0.4%
CGA
370
Crescent Grove Advisors
Illinois
$1.06M -$31.4K -188 -3%
FCFC
371
First Commonwealth Financial Corp
Pennsylvania
$1.05M -$245K -1,466 -19%
SAM
372
Smithbridge Asset Management
Pennsylvania
$1.05M +$526K +3,153 +100%
BBPWM
373
Blue Bell Private Wealth Management
Pennsylvania
$1.05M -$33.4K -200 -3%
PAS
374
Park Avenue Securities
New York
$1.03M +$95.5K +573 +10%
BI
375
Berkeley Inc
Idaho
$1.02M +$507K +3,039 +98%
13 14
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