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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 %
EGA
401
E&G Advisors
Texas
$873K +$16.3K +98 +2%
VCP
402
Verus Capital Partners
Arizona
$873K -$789K -4,730 -47%
HCC
403
Hirtle Callaghan & Co
Pennsylvania
$872K +$58.4K +350 +7%
MWP
404
MYCIO Wealth Partners
Pennsylvania
$865K +$3.84K +23 +0.4%
SWA
405
Sax Wealth Advisors
New Jersey
$859K – – –
PWM
406
Perigon Wealth Management
California
$859K -$22.2K -133 -3%
HWM
407
HighMark Wealth Management
Minnesota
$858K -$54.2K -325 -6%
FNBT
408
FineMark National Bank & Trust
Florida
$858K -$41.7K -250 -5%
MMA
409
Miracle Mile Advisors
California
$851K -$336K -2,012 -28%
ASN
410
Advisory Services Network
Georgia
$845K – – –
TC
411
TownSquare Capital
Utah
$840K +$32.4K +194 +4%
JFGIW
412
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$839K +$269K +1,614 +47%
MFG
413
Magnus Financial Group
New York
$836K +$75.6K +453 +10%
VCS
414
Vaughan & Co Securities
New Jersey
$835K – – –
CANC
415
Culbertson A N & Co
Virginia
$828K – – –
CFB
416
Cullen/Frost Bankers
Texas
$827K +$33.7K +202 +4%
ST
417
Sabal Trust
Florida
$823K – – –
JWCA
418
J.W. Cole Advisors
Florida
$821K +$17.7K +106 +2%
RLWM
419
RF&L Wealth Management
Massachusetts
$812K – – –
GCM
420
Gables Capital Management
Florida
$809K – – –
SFC
421
Strategic Financial Concepts
Texas
$806K -$138M -828,706 -99%
EWM
422
Evercore Wealth Management
New York
$805K -$902K -5,406 -53%
GC
423
Garde Capital
Washington
$803K -$92.1K -552 -10%
FG
424
Foster Group
Iowa
$802K -$4K -24 -0.5%
CPA
425
Cardiff Park Advisors
California
$802K +$834 +5 +0.1%
15 16
17
18 19