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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 %
MPWT
376
MassMutual Private Wealth & Trust
Connecticut
$984K -$9.75K -64 -1%
EAM
377
Evanson Asset Management
California
$979K +$152 +1 +0%
ACA
378
Aptus Capital Advisors
Alabama
$977K -$116K -760 -11%
FGG
379
Financial Guidance Group
Florida
$973K -$102K -668 -9%
AI
380
Ariel Investments
Illinois
$959K -$5.29M -34,741 -85%
AWA
381
Aletheian Wealth Advisors
Washington
$934K +$33.7K +221 +4%
BCM
382
Becker Capital Management
Oregon
$934K – – –
FFA
383
First Foundation Advisors
California
$928K -$168K -1,100 -15%
GA
384
Geller Advisors
New York
$925K +$725K +4,757 +361%
NSIM
385
North Star Investment Management
Illinois
$922K -$20.4K -134 -2%
HCMT
386
Highland Capital Management (Tennessee)
Tennessee
$921K -$3.81K -25 -0.4%
FB
387
First Bancorp
Maine
$914K – – –
ECG
388
Edge Capital Group
Georgia
$880K -$21.8K -143 -2%
MMHP
389
Murphy Middleton Hinkle & Parker
Georgia
$873K +$74.6K +490 +9%
GIA
390
Goodwin Investment Advisory
Georgia
$870K -$104K -681 -11%
HCM
391
Howland Capital Management
Massachusetts
$868K +$1.83K +12 +0.2%
RA
392
Rodgers & Associates
Pennsylvania
$863K +$2.74K +18 +0.3%
IAN
393
Integrated Advisors Network
Texas
$860K -$15.2K -100 -2%
NRI
394
NFP Retirement Inc
California
$857K -$27K -177 -3%
ST
395
Smithfield Trust
Pennsylvania
$850K -$85.9K -570 -9%
JIR
396
James Investment Research
Ohio
$850K +$9.9K +65 +1%
PAS
397
Park Avenue Securities
New York
$849K +$75.9K +498 +10%
ASN
398
Advisory Services Network
Georgia
$845K +$543K +3,564 +180%
SCM
399
SOL Capital Management
Maryland
$841K +$3.96K +26 +0.5%
HWM
400
HighMark Wealth Management
Minnesota
$832K +$46.1K +303 +6%
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