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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 %
JFGIW
501
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$520K -$282K -1,853 -35%
JWA
502
JFS Wealth Advisors
Pennsylvania
$520K – – –
BW
503
BIP Wealth
Georgia
$518K -$39.6K -260 -7%
WWM
504
Western Wealth Management
Colorado
$515K +$60.6K +398 +13%
AA
505
Alesco Advisors
New York
$510K – – –
SVWAG
506
Sound View Wealth Advisors Group
Georgia
$510K – – –
CGPCS
507
Capital Group Private Client Services
California
$509K +$2.29K +15 +0.5%
FAIM
508
Financial Advocates Investment Management
Washington
$504K -$10.4M -68,208 -95%
AP
509
Appleton Partners
Massachusetts
$504K +$3.66K +24 +0.7%
NL
510
NDWM LLC
California
$504K -$1.68K -11 -0.3%
PPWP
511
Premier Path Wealth Partners
New Jersey
$499K -$17.7K -116 -3%
STA
512
Smith Thornton Advisors
Alabama
$491K +$491K +3,225 New
SFG
513
Sage Financial Group
Pennsylvania
$488K – – –
LSPW
514
Lake Street Private Wealth
Illinois
$485K +$87.7K +576 +22%
RVPG
515
Relative Value Partners Group
$485K +$485K +3,182 New
SAM
516
Smithbridge Asset Management
Pennsylvania
$480K – – –
FWTB
517
First Western Trust Bank
Colorado
$479K -$440K -2,889 -48%
NB
518
NBT Bank
New York
$479K – – –
DJSG
519
D.J. St. Germain
Massachusetts
$477K -$3.2K -21 -0.7%
FLPIM
520
F.L. Putnam Investment Management
Massachusetts
$476K -$219K -1,436 -31%
ATPW
521
Ashton Thomas Private Wealth
Arizona
$474K +$1.22K +8 +0.3%
ANBT
522
American National Bank & Trust
Texas
$473K – – –
BI
523
Berkeley Inc
Idaho
$472K -$223K -1,465 -32%
AC
524
Apella Capital
Connecticut
$472K +$56.8K +377 +14%
SFPG
525
Stonebridge Financial Planning Group
Florida
$471K +$43.7K +287 +10%
19 20
21
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