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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 %
KWM
476
Kingsview Wealth Management
Oregon
$577K +$37.2K +244 +7%
PHAM
477
Palisades Hudson Asset Management
Florida
$576K +$1.52K +10 +0.3%
FFN
478
Focus Financial Network
Minnesota
$575K +$2.2K +13 +0.4%
CPIG
479
Chicago Partners Investment Group
Illinois
$573K +$2.22K +13 +0.4%
KWM
480
Keebeck Wealth Management
Illinois
$569K – – –
FA
481
Fiducient Advisors
Illinois
$566K +$566K +3,714 New
CAAM
482
Cornerstone Advisors Asset Management
Pennsylvania
$564K – – –
CC
483
Chicago Capital
Illinois
$564K +$564K +3,700 New
OSAM
484
O'Shaughnessy Asset Management
Connecticut
$560K +$89.6K +588 +19%
MA
485
Montag & Associates
Georgia
$555K +$67.2K +441 +14%
MA
486
Mutual Advisors
Nebraska
$554K -$123K -725 -18%
SWA
487
Strategies Wealth Advisors
Michigan
$552K +$2.44K +16 +0.4%
IFPG
488
Intrepid Financial Planning Group
Indiana
$552K +$3.81K +25 +0.7%
First Manhattan
489
First Manhattan
New York
$550K -$11.7K -77 -2%
PSA
490
Plum Street Advisors
Louisiana
$550K +$5.33K +35 +1%
RIA
491
Retirement Investment Advisors
Oklahoma
$543K +$543K +3,566 New
LFS
492
Lutz Financial Services
Nebraska
$539K -$144K -944 -21%
GIA
493
Gladstone Institutional Advisory
Florida
$539K -$4.26K -28 -0.8%
ANB
494
Amarillo National Bank
Texas
$539K -$60.3K -396 -10%
TNA
495
True North Advisors
Texas
$536K -$13.7K -90 -2%
GCM
496
Gator Capital Management
Florida
$532K -$6.85K -45 -1%
BAM
497
Bosun Asset Management
Illinois
$524K -$352K -2,308 -40%
TAM
498
Townsend Asset Management
North Carolina
$524K +$2.29K +15 +0.4%
DWP
499
Daymark Wealth Partners
Ohio
$524K +$53.6K +352 +11%
NW
500
NewEdge Wealth
Pennsylvania
$521K -$31.1K -204 -6%
18 19
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