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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 %
FNBT
401
FineMark National Bank & Trust
Florida
$821K -$192K -1,262 -19%
KTA
402
Keeley-Teton Advisors
Illinois
$819K – – –
GC
403
Garde Capital
Washington
$817K – – –
AAS
404
Ameritas Advisory Services
Nebraska
$805K +$28.5K +187 +4%
PWM
405
Perigon Wealth Management
California
$804K +$8.07K +53 +1%
DB
406
Dravo Bay
Delaware
$799K -$12.2K -80 -2%
HTC
407
Haverford Trust Company
Pennsylvania
$793K +$2.13K +14 +0.3%
MWA
408
Midland Wealth Advisors
Illinois
$789K -$48.3K -317 -6%
MWP
409
MYCIO Wealth Partners
Pennsylvania
$786K +$2.89K +19 +0.4%
SWA
410
Sax Wealth Advisors
New Jersey
$784K – – –
AWM
411
Aprio Wealth Management
Georgia
$783K -$13.6K -89 -2%
EGA
412
E&G Advisors
Texas
$782K +$761 +5 +0.1%
AWA
413
Arkadios Wealth Advisors
Georgia
$782K +$177K +1,159 +29%
CWM
414
Connecticut Wealth Management
Connecticut
$780K -$84.7K -556 -10%
HPM
415
Hoxton Planning & Management
West Virginia
$768K -$39.4K -259 -5%
FFG
416
Fiduciary Financial Group
California
$764K +$764K +4,523 New
VCS
417
Vaughan & Co Securities
New Jersey
$762K – – –
RWA
418
Redmont Wealth Advisors
Illinois
$762K -$1.15M -7,551 -60%
BC
419
Bricktown Capital
Michigan
$760K +$760K +4,989 New
CANC
420
Culbertson A N & Co
Virginia
$756K – – –
ST
421
Sabal Trust
Florida
$752K – – –
SIMC
422
Squire Investment Management Company
Utah
$746K +$40.1K +263 +6%
CFFP
423
Center for Financial Planning
Michigan
$743K – – –
HCC
424
Hirtle Callaghan & Co
Pennsylvania
$743K -$7.62K -50 -1%
RLWM
425
RF&L Wealth Management
Massachusetts
$742K – – –
15 16
17
18 19