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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 %
VFIC
601
Valley Forge Investment Consultants
Pennsylvania
$370K +$2K +12 +0.5%
PS
602
Principal Securities
Iowa
$367K +$4.34K +26 +1%
FDCDDQ
603
Federation des caisses Desjardins du Quebec
Quebec, Canada
$364K +$43K +258 +13%
LW
604
Linscomb Wealth
Texas
$364K -$119K -715 -25%
FA
605
Fiducient Advisors
Illinois
$362K -$258K -1,546 -42%
FPCP
606
Fort Point Capital Partners
California
$361K +$24.7K +148 +7%
HR
607
Howe & Rusling
New York
$360K -$52.5K -315 -13%
Jane Street
608
Jane Street
New York
$360K -$2.58M -15,485 -88%
Luther King Capital Management (LKCM)
609
Luther King Capital Management (LKCM)
Texas
$359K -$332K – –
EWP
610
Elevation Wealth Partners
California
$356K – – –
CSWM
611
Cassady Schiller Wealth Management
Ohio
$354K -$8.34K -50 -2%
OLA
612
Oliver Luxxe Assets
New Jersey
$353K +$1.84K +11 +0.5%
FMI
613
F/M Investments
District of Columbia
$348K -$25.7K -154 -7%
BIC
614
Beach Investment Counsel
Pennsylvania
$347K – – –
CAC
615
Certified Advisory Corp
Florida
$346K +$20K +120 +6%
E
616
ETFidea
New York
$346K – – –
DAS
617
Diversify Advisory Services
Utah
$344K -$7.15K -43 -2%
WDL
618
Well Done LLC
Michigan
$343K – – –
MAM
619
Marotta Asset Management
Virginia
$341K -$43.7K -262 -11%
National Bank of Canada
620
National Bank of Canada
Quebec, Canada
$341K +$15K +90 +5%
AIM
621
Allen Investment Management
New York
$340K – – –
DT
622
Diversified Trust
Tennessee
$340K -$7.17K -43 -2%
CCM
623
Coldstream Capital Management
Washington
$339K +$339K +1,968 New
BBNA
624
Bremer Bank National Association
Minnesota
$337K -$167 -1 -0%
ORG
625
Optimist Retirement Group
Washington
$337K – – –
23 24
25
26 27