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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 %
BFM
526
Broadview Financial Management
Wisconsin
$470K -$6.7K -44 -1%
PIMG
527
Patriot Investment Management Group
Tennessee
$469K -$36.6K -240 -7%
SWA
528
Stratos Wealth Advisors
Ohio
$469K -$457 -3 -0.1%
CT
529
Colonial Trust
South Carolina
$467K -$10.1K -67 -2%
CWM
530
Castle Wealth Management
Florida
$466K -$34.3K -225 -7%
MWA
531
Monograph Wealth Advisors
California
$465K – – –
AA
532
Ancora Advisors
Ohio
$462K – – –
AIP
533
Ameritas Investment Partners
Nebraska
$461K +$67.5K +443 +17%
KFI
534
Key Financial Inc
Pennsylvania
$460K – – –
PI
535
PFG Investments
New York
$459K +$5.94K +39 +1%
KMWM
536
Keudell/Morrison Wealth Management
Oregon
$457K – – –
NP
537
NorthRock Partners
Minnesota
$455K – – –
EFG
538
Embree Financial Group
Illinois
$453K +$13.3K +87 +3%
EWM
539
Evermay Wealth Management
Virginia
$450K – – –
SCA
540
St. Clair Advisors
Ohio
$448K – – –
CIBC World Market
541
CIBC World Market
Ontario, Canada
$447K -$63.9K -420 -13%
ES
542
Eagle Strategies
New York
$446K +$175K +1,147 +64%
LW
543
Linscomb Wealth
Texas
$441K -$66.7K -438 -13%
CNBT
544
Canandaigua National Bank & Trust
New York
$440K +$440K +2,892 New
SGCA
545
Steel Grove Capital Advisors
Tennessee
$439K -$98.8K -649 -18%
LSA
546
Lion Street Advisors
Texas
$439K – – –
CAG
547
Curtis Advisory Group
California
$438K -$3.66K -24 -0.8%
CFA
548
Cahill Financial Advisors
Minnesota
$432K +$152 +1 +0%
HF
549
Halpern Financial
Virginia
$428K -$38.7K -254 -8%
MFWP
550
Mosaic Family Wealth Partners
Missouri
$428K -$6.85K -45 -2%
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