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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 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
+47
Holders Change %
+5.12%
% 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
46
Calls
$156M
Puts
$34.4M
Net Calls
+$122M
Net Calls Change
+$101M

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
+$104M
2
APF
Alaska Permanent Fund
Alaska
+$94.2M
3
B
Bailard
California
+$75.1M
4
Morgan Stanley
Morgan Stanley
New York
+$46.5M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$33.4M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$138M
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
-$110M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$70.7M
4
Bank of America
Bank of America
North Carolina
-$58M
5
Wolverine Trading
Wolverine Trading
Illinois
-$57.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWP
501
Daymark Wealth Partners
Ohio
$575K +$1.17K +7 +0.2%
PI
502
PFG Investments
New York
$573K +$69.9K +419 +14%
CPIG
503
Chicago Partners Investment Group
Illinois
$570K +$14.4K +87 +3%
JWA
504
JFS Wealth Advisors
Pennsylvania
$569K +$167 +1 +0%
MA
505
Mutual Advisors
Nebraska
$568K +$26.7K +161 +5%
FFN
506
Focus Financial Network
Minnesota
$560K -$7.51K -45 -1%
AA
507
Alesco Advisors
New York
$559K – – –
CGPCS
508
Capital Group Private Client Services
California
$558K – – –
YWM
509
Yardley Wealth Management
Pennsylvania
$546K +$546K +3,275 New
STA
510
Smith Thornton Advisors
Alabama
$538K – – –
FHC
511
First Heartland Consultants
Missouri
$531K +$531K +3,183 New
CIM
512
Confluence Investment Management
Missouri
$529K +$529K +3,172 New
DJSG
513
D.J. St. Germain
Massachusetts
$527K +$3.84K +23 +0.7%
ATPW
514
Ashton Thomas Private Wealth
Arizona
$525K +$6.67K +40 +1%
PPWP
515
Premier Path Wealth Partners
New Jersey
$525K -$21.5K -129 -4%
WGC
516
Watts Gwilliam & Co
Arizona
$519K +$519K +3,173 New
ANBT
517
American National Bank & Trust
Texas
$518K – – –
AC
518
Apella Capital
Connecticut
$515K +$2.13K +13 +0.4%
CT
519
Colonial Trust
South Carolina
$515K – – –
PIMG
520
Patriot Investment Management Group
Tennessee
$514K – – –
SWA
521
Stratos Wealth Advisors
Ohio
$513K – – –
FAIM
522
Financial Advocates Investment Management
Washington
$513K +$21.8K +147 +4%
SFG
523
Sage Financial Group
Pennsylvania
$512K -$22.9K -137 -4%
MWA
524
Monograph Wealth Advisors
California
$510K – – –
CCG
525
Coastwise Capital Group
California
$509K +$119K +716 +31%
19 20
21
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