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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 %
CFP
551
Catalyst Financial Partners
Massachusetts
$427K – – –
CCG
552
Cypress Capital Group
Florida
$423K – – –
CS
553
Cannell & Spears
New York
$423K -$96.9K -636 -19%
QT
554
Quantbot Technologies
New York
$420K +$420K +2,757 New
TI
555
Truepoint Inc
Ohio
$417K -$48K -315 -10%
PWM
556
Paulson Wealth Management
Illinois
$413K – – –
SA
557
SpiderRock Advisors
Delaware
$413K – – –
NS
558
NBC Securities
Alabama
$413K -$9.12K -60 -2%
CP
559
Creekside Partners
California
$413K +$413K +2,711 New
SWM
560
Spire Wealth Management
Virginia
$412K -$89.6K -588 -18%
TFO
561
Tarbox Family Office
California
$411K -$395K -2,596 -49%
CWM
562
Cahaba Wealth Management
Georgia
$410K +$1.83K +12 +0.4%
BWM
563
Brown Wealth Management
Illinois
$407K +$52.2K +343 +15%
FFM
564
Forum Financial Management
Illinois
$406K +$761 +5 +0.2%
CS
565
Capital Square
Tennessee
$402K – – –
RCAG
566
Rehmann Capital Advisory Group
Michigan
$400K +$3.96K +26 +1%
TWP
567
Total Wealth Planning
Ohio
$399K -$31.1K -184 -7%
PRWA
568
Platte River Wealth Advisors
Colorado
$393K – – –
TI
569
Trexquant Investment
Connecticut
$392K +$392K +2,575 New
PFP
570
Paragon Financial Partners
California
$390K +$153K +1,007 +65%
DTC
571
Davidson Trust Company
Washington
$389K -$71.9K -472 -16%
FMN
572
Financial Management Network
California
$387K -$17.6K -117 -4%
MFA
573
Mayflower Financial Advisors
Massachusetts
$382K – – –
BCM
574
BTC Capital Management
Iowa
$380K – – –
LFA
575
LGT Financial Advisors
Texas
$379K -$32.1K -211 -8%
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