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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 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
+48
Holders Change %
+5.23%
% 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
45
Calls
$156M
Puts
$34.4M
Net Calls
+$122M
Net Calls Change
+$101M

Top Buyers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$111M
2
APF
2
Alaska Permanent Fund
Alaska
$236M
3
B
3
Bailard
California
$84.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$866M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$44.2M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$806K
2
State Board of Administration of Florida Retirement System
2
State Board of Administration of Florida Retirement System
Florida
$0
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
Bank of America
4
Bank of America
North Carolina
$1.05B
5
Wolverine Trading
5
Wolverine Trading
Illinois
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
26
Commerce Bank
Missouri
$60.9M -$1.83M -10,971 -3%
BPWM
27
Badgley Phelps Wealth Managers
Washington
$59M +$369K +2,211 +0.6%
JRP
28
Jasper Ridge Partners
California
$57.8M – – –
RJFSA
29
Raymond James Financial Services Advisors
Florida
$53.3M -$12.7M -76,171 -19%
Victory Capital Management
30
Victory Capital Management
Texas
$53.1M -$20.8M -124,900 -28%
WT
31
Whittier Trust
California
$51.5M -$269K -1,615 -0.5%
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$50.7M +$55.1K +330 +0.1%
ANTB
33
AMG National Trust Bank
Colorado
$50.6M -$1.29M -7,755 -2%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$46.8M -$6.28M -37,641 -12%
PLFA
35
Pacific Life Fund Advisors
California
$44.3M +$8.63M +51,743 +24%
SEI Investments
36
SEI Investments
Pennsylvania
$44.3M -$5.34M -32,014 -11%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$44.2M +$33.4M +200,069 +308%
RJA
38
Raymond James & Associates
Florida
$43.5M -$2.82M -16,893 -6%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$43.5M -$1.07M -6,386 -2%
MCM
40
MAI Capital Management
Ohio
$39.4M -$418K -2,508 -1%
WPW
41
Waldron Private Wealth
Pennsylvania
$39.4M -$1.23M -7,381 -3%
Allspring Global Investments
42
Allspring Global Investments
North Carolina
$39.4M +$399K +2,393 +1%
CFM
43
Comprehensive Financial Management
California
$38.4M – – –
CL
44
Choreo LLC
Illinois
$37.6M +$126K +767 +0.3%
SGAM
45
Stephens Group Asset Management
Arkansas
$37.1M -$475K -2,850 -1%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$37M -$123K -739 -0.3%
WSFS
47
Wilmington Savings Fund Society
Delaware
$34.2M +$32M +191,666 +1,466%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$32.9M -$37.7K -226 -0.1%
Brown Advisory
49
Brown Advisory
Maryland
$32M -$660K -3,957 -2%
Truist Financial
50
Truist Financial
North Carolina
$31.4M -$2.31M -13,854 -7%
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