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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 %
BFC
451
Bedel Financial Consulting
Indiana
$663K +$609 +4 +0.1%
IA
452
IFP Advisors
Florida
$662K -$1.07K -7 -0.2%
AA
453
Auxano Advisors
Washington
$661K +$8.83K +58 +1%
UCFA
454
United Capital Financial Advisors
Texas
$643K -$16.1K -106 -2%
FBB
455
Fulton Breakefield Broenniman
Maryland
$637K -$48.6K -319 -7%
AWA
456
Arete Wealth Advisors
Illinois
$635K +$635K +4,190 New
IWM
457
IHT Wealth Management
Illinois
$633K +$301K +1,979 +91%
PWP
458
Perfromance Wealth Partners
Illinois
$632K -$102K -669 -14%
PTC
459
Private Trust Company
Ohio
$624K +$120K +790 +24%
CAL
460
Capital Analysts LLC
Pennsylvania
$621K – – –
AFC
461
AFT Forsyth & Company
Florida
$620K – – –
HWA
462
Heritage Wealth Advisors
Virginia
$618K – – –
TRCT
463
Tower Research Capital (TRC)
New York
$618K +$597K +3,923 +2,864%
Bank of Nova Scotia
464
Bank of Nova Scotia
Ontario, Canada
$609K – – –
THL
465
Tillman Hartley LLC
Colorado
$607K -$2.89K -19 -0.5%
LT
466
Legacy Trust
Michigan
$597K – – –
PA
467
Pinnacle Associates
New York
$591K +$305 +2 +0.1%
SPC
468
Sigma Planning Corp
Michigan
$586K +$20.9K +137 +4%
OPS
469
Orion Portfolio Solutions
Nebraska
$585K +$33.2K +218 +6%
BCI
470
Brinker Capital Investments
Pennsylvania
$585K +$33.2K +218 +6%
BJL
471
Brighton Jones LLC
Washington
$584K +$30.5K +200 +5%
WA
472
Wealthstream Advisors
New York
$582K – – –
PVI
473
Pine Valley Investments
New Jersey
$582K +$19.5K +128 +3%
DPI
474
Diversified Portfolios Inc
Michigan
$579K – – –
WF
475
Welch & Forbes
Massachusetts
$579K +$31.9K +210 +6%
17 18
19
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