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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 %
CSWM
601
Cassady Schiller Wealth Management
Ohio
$331K – – –
PS
602
Principal Securities
Iowa
$331K -$14.3K -94 -4%
T
603
TNF
Montana
$326K +$665 +4 +0.2%
EWP
604
Elevation Wealth Partners
California
$325K – – –
ADL
605
Asset Dedication LLC
California
$323K +$914 +6 +0.3%
OLA
606
Oliver Luxxe Assets
New Jersey
$320K -$5.18K -34 -2%
DAS
607
Diversify Advisory Services
Utah
$318K +$1.2K +8 +0.4%
BIC
608
Beach Investment Counsel
Pennsylvania
$317K – – –
DT
609
Diversified Trust
Tennessee
$317K -$7.62K -50 -2%
E
610
ETFidea
New York
$316K -$3.05K -20 -1%
BGIM
611
Brandywine Global Investment Management
Pennsylvania
$314K -$297K -1,950 -49%
WDL
612
Well Done LLC
Michigan
$313K -$21.3K -140 -6%
Fisher Asset Management
613
Fisher Asset Management
Washington
$312K +$5.79K +38 +2%
AIM
614
Allen Investment Management
New York
$311K – – –
CHJWM
615
Carlton Hofferkamp & Jenks Wealth Management
Texas
$311K -$15.5K -91 -5%
BBNA
616
Bremer Bank National Association
Minnesota
$308K -$1.07K -7 -0.3%
ORG
617
Optimist Retirement Group
Washington
$308K – – –
FPCP
618
Fort Point Capital Partners
California
$307K – – –
RLIM
619
Red Lighthouse Investment Management
New York
$306K – – –
LWL
620
Leo Wealth LLC
Texas
$306K +$913 +6 +0.3%
RSWM
621
Robertson Stephens Wealth Management
California
$305K +$55.9K +367 +22%
RCM
622
Regency Capital Management
Hawaii
$305K – – –
SC
623
Steph & Co
Wisconsin
$303K +$9.6K +63 +3%
SA
624
Skyline Advisors
Washington
$302K +$1.22K +8 +0.4%
USCWA
625
U.S. Capital Wealth Advisors
Texas
$301K +$30.2K +198 +11%
23 24
25
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