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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 %
LCGC
576
Legacy Capital Group California
California
$419K +$28.9K +173 +7%
MFA
577
Mayflower Financial Advisors
Massachusetts
$419K – – –
BCM
578
BTC Capital Management
Iowa
$416K – – –
FDCP
579
Foster Dykema Cabot & Partners
Massachusetts
$411K +$411K +2,462 New
IWM
580
IHT Wealth Management
Illinois
$409K -$283K -1,701 -41%
GL
581
Graypoint LLC
New York
$409K – – –
SA
582
Skyline Advisors
Washington
$408K +$76.7K +460 +23%
CS
583
Capital Square
Tennessee
$407K +$5.34K +32 +1%
IA
584
IFP Advisors
Florida
$400K -$325K -1,948 -45%
SMC
585
Smith, Moore & Co
Missouri
$399K +$834 +5 +0.2%
LWP
586
LMG Wealth Partners
Louisiana
$399K – – –
FCA
587
FinTrust Capital Advisors
South Carolina
$397K +$1.5K +9 +0.4%
BBI
588
Baxter Bros Inc
Connecticut
$396K – – –
LFA
589
LGT Financial Advisors
Texas
$395K -$20.4K -122 -5%
RWIA
590
Roger Wittlin Investment Advisory
California
$393K +$393K +2,359 New
CSPIA
591
Cary Street Partners Investment Advisory
Virginia
$392K -$16.3K -98 -4%
MWS
592
Maxwell Wealth Strategies
California
$390K – – –
CIR
593
Clear Investment Research
Georgia
$390K +$5.84K +35 +2%
MFIM
594
Mesirow Financial Investment Management
Illinois
$389K +$389K +2,330 New
WP
595
WealthPLAN Partners
Nebraska
$388K -$1.14M -6,846 -75%
PP
596
Patten & Patten
Tennessee
$380K -$14.2K -85 -4%
FMN
597
Financial Management Network
California
$379K -$46K -279 -11%
CWA
598
CJM Wealth Advisers
Virginia
$379K -$24.7K -148 -6%
TWP
599
Total Wealth Planning
Ohio
$378K -$16.2K -97 -4%
GF
600
Gries Financial
Ohio
$371K +$834 +5 +0.2%
22 23
24
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