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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 %
BFG
651
Bleakley Financial Group
New Jersey
$301K -$13.7K -82 -4%
NF
652
Nvest Financial
New Hampshire
$301K +$25.2K +151 +9%
CHJWM
653
Carlton Hofferkamp & Jenks Wealth Management
Texas
$300K -$495 -3 -0.2%
PAM
654
Palisade Asset Management
Minnesota
$298K – – –
SWP
655
Summit Wealth Partners
Florida
$297K +$297K +1,783 New
NEWAS
656
N.E.W. Advisory Services
Wisconsin
$297K -$70.9K -425 -19%
AF
657
Advisornet Financial
Minnesota
$296K +$23.4K +140 +9%
MAA
658
Matrix Asset Advisors
New York
$294K +$294K +1,765 New
MFT
659
Moisand Fitzgerald Tamayo
Florida
$293K – – –
BWA
660
Bordeaux Wealth Advisors
California
$292K – – –
TCOV
661
Trust Company of Vermont
Vermont
$291K – – –
ACM
662
Advance Capital Management
Michigan
$291K – – –
CAM
663
CenterStar Asset Management
Illinois
$291K +$291K +1,744 New
ADL
664
Asset Dedication LLC
California
$291K -$63.1K -378 -18%
MFS
665
McNamara Financial Services
Massachusetts
$287K -$27.5K -165 -9%
IWA
666
Icon Wealth Advisors
Texas
$286K +$167 +1 +0.1%
RIS
667
Retirement Income Solutions
Michigan
$285K – – –
CAG
668
Crestwood Advisors Group
Massachusetts
$284K +$26.9K +161 +10%
MFGP
669
Marshall Financial Group (Pennsylvania)
Pennsylvania
$284K +$1.5K +9 +0.5%
NEI
670
Northwest & Ethical Investments
Ontario, Canada
$284K -$932K -5,585 -77%
NCFG
671
New Century Financial Group
New Jersey
$282K -$32.7K -196 -10%
LSAG
672
Lake Street Advisors Group
New Hampshire
$282K – – –
BF
673
Blankinship & Foster
California
$280K +$167 +1 +0.1%
Fisher Asset Management
674
Fisher Asset Management
Washington
$279K -$62.7K -376 -18%
STA
675
Summit Trail Advisors
New York
$278K – – –
25 26
27
28 29