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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 %
LWL
626
Leo Wealth LLC
Texas
$336K +$1.17K +7 +0.3%
FCH
627
Freestone Capital Holdings
Washington
$336K +$9.18K +55 +3%
SG
628
StoneX Group
New York
$335K +$35.4K +212 +12%
T
629
TNF
Montana
$334K +$8.45K +51 +3%
RCM
630
Regency Capital Management
Hawaii
$334K – – –
ARC
631
Advisor Resource Council
Texas
$328K +$328K +1,969 New
GLA
632
Good Life Advisors
Pennsylvania
$328K +$328K +1,964 New
AA
633
Axiom Advisory
California
$326K +$2.79K +17 +0.9%
EW
634
Evoke Wealth
California
$326K +$326K +1,951 New
WAL
635
W Advisors LLC
Tennessee
$325K – – –
SC
636
Steph & Co
Wisconsin
$323K -$9.01K -54 -3%
RLIM
637
Red Lighthouse Investment Management
New York
$321K -$13.8K -83 -4%
BIG
638
Builder Investment Group
Georgia
$321K – – –
PA
639
Procyon Advisors
Connecticut
$319K +$5.34K +32 +2%
Empower Advisory Group
640
Empower Advisory Group
Colorado
$312K -$7.34K -44 -2%
C
641
Certuity
Florida
$311K +$167 +1 +0.1%
LFG
642
Larson Financial Group
Missouri
$309K +$15K +90 +5%
CD
643
Chapin Davis
Maryland
$309K – – –
WI
644
Wedgewood Investors
Pennsylvania
$308K – – –
CG
645
Cynosure Group
Utah
$305K – – –
PAM
646
Peak Asset Management
Colorado
$304K – – –
MG
647
Mather Group
Illinois
$304K -$46.9K -281 -13%
TBWA
648
Three Bridge Wealth Advisors
California
$304K – – –
TSWM
649
Tyler-Stone Wealth Management
Ohio
$303K +$153K +917 +102%
DIA
650
Dana Investment Advisors
Wisconsin
$302K +$302K +1,808 New
24 25
26
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