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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 %
SCM
651
Steele Capital Management
Iowa
$278K +$5.33K +35 +2%
PAM
652
Peak Asset Management
Colorado
$277K – – –
TBWA
653
Three Bridge Wealth Advisors
California
$277K +$4.57K +30 +2%
WA
654
Wealth Alliance
New York
$275K +$275K +1,803 New
SG
655
StoneX Group
New York
$273K -$17.4K -114 -6%
P
656
&Partners
Tennessee
$272K +$272K +1,786 New
PAM
657
Palisade Asset Management
Minnesota
$272K – – –
LFG
658
Larson Financial Group
Missouri
$268K +$1.07K +7 +0.4%
MFT
659
Moisand Fitzgerald Tamayo
Florida
$268K – – –
BWA
660
Bordeaux Wealth Advisors
California
$267K – – –
TCOV
661
Trust Company of Vermont
Vermont
$266K – – –
ACM
662
Advance Capital Management
Michigan
$266K -$5.79K -38 -2%
VP
663
Verum Partners
North Carolina
$264K -$103K -676 -28%
APW
664
Austin Private Wealth
Texas
$261K -$69.6K -457 -21%
RIS
665
Retirement Income Solutions
Michigan
$260K -$30.5K -200 -10%
MFGP
666
Marshall Financial Group (Pennsylvania)
Pennsylvania
$258K +$1.22K +8 +0.5%
LSAG
667
Lake Street Advisors Group
New Hampshire
$257K – – –
Financial Engines Advisors
668
Financial Engines Advisors
California
$256K +$256K +1,680 New
BF
669
Blankinship & Foster
California
$255K -$30.5K -200 -11%
STA
670
Summit Trail Advisors
New York
$254K – – –
CIA
671
Capital Investment Advisors
Georgia
$254K -$21.6K -142 -8%
SC
672
Sapient Capital
Indiana
$253K -$1.22K -8 -0.5%
CCG
673
Chatham Capital Group
Georgia
$253K – – –
WMA
674
West Michigan Advisors
Michigan
$253K -$5.64K -37 -2%
NEPWA
675
New England Private Wealth Advisors
Massachusetts
$252K -$41.4K -272 -14%
25 26
27
28 29