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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 %
GCM
426
Gables Capital Management
Florida
$739K – – –
TC
427
TownSquare Capital
Utah
$738K +$41.9K +275 +6%
FG
428
Foster Group
Iowa
$736K -$49.3K -324 -6%
JWCA
429
J.W. Cole Advisors
Florida
$734K +$11.3K +74 +2%
CPA
430
Cardiff Park Advisors
California
$732K +$609 +4 +0.1%
FCM
431
Firestone Capital Management
Florida
$725K -$10.4K -68 -1%
CFB
432
Cullen/Frost Bankers
Texas
$724K -$18.4K -121 -2%
CFG
433
Citizens Financial Group
Rhode Island
$721K +$120K +786 +20%
AWM
434
Avior Wealth Management
Nebraska
$709K -$1.08M -7,099 -60%
CB
435
Centennial Bank
Arkansas
$703K -$49K -322 -7%
WFS
436
Widmann Financial Services
Maryland
$703K -$10.2K -67 -1%
UWPG
437
Ullmann Wealth Partners Group
Florida
$701K +$1.22K +8 +0.2%
FBFS
438
First Business Financial Services
Wisconsin
$701K – – –
PFM
439
Phillips Financial Management
Indiana
$696K – – –
SIA
440
Stegner Investment Associates
Kentucky
$695K – – –
MFG
441
Magnus Financial Group
New York
$694K -$14.9K -98 -2%
DI
442
Disciplined Investments
Oklahoma
$690K -$50.7K -333 -7%
GPA
443
Guidance Point Advisors
Massachusetts
$688K +$457 +3 +0.1%
OCG
444
Opus Capital Group
Ohio
$682K +$152 +1 +0%
FCP
445
Fidelis Capital Partners
Florida
$681K – – –
TW
446
Transform Wealth
Colorado
$676K +$4.57K +30 +0.7%
PCMC
447
Paragon Capital Management (Colorado)
Colorado
$675K +$8.68K +57 +1%
PCM
448
Pointe Capital Management
Michigan
$670K -$15.5K -102 -2%
SCM
449
Sage Capital Management
New Jersey
$668K +$3.05K +20 +0.5%
CIP
450
Chartwell Investment Partners
Pennsylvania
$663K -$1.28M -8,416 -66%
16 17
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