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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 %
DPW
676
DiNuzzo Private Wealth
Pennsylvania
$278K +$258K +1,545 +1,288%
SC
677
Sapient Capital
Indiana
$277K – – –
CCG
678
Chatham Capital Group
Georgia
$277K – – –
WMA
679
West Michigan Advisors
Michigan
$277K – – –
Financial Engines Advisors
680
Financial Engines Advisors
California
$277K -$3.67K -22 -1%
HPFG
681
Hart & Patterson Financial Group
Massachusetts
$276K -$32.4K -194 -10%
VP
682
Verum Partners
North Carolina
$276K -$13K -78 -4%
NEPWA
683
New England Private Wealth Advisors
Massachusetts
$276K – – –
CIA
684
Concurrent Investment Advisors
Florida
$274K -$1.3M -7,781 -83%
GJIA
685
Glass Jacobson Investment Advisors
Maryland
$274K – – –
FIC
686
FCG Investment Company
Tennessee
$271K – – –
IBOK
687
Independence Bank of Kentucky
Kentucky
$271K -$4.34K -26 -2%
UOP
688
University of Pittsburgh
Pennsylvania
$269K – – –
GAB
689
German American Bancorp
Indiana
$268K -$3.36M -20,125 -93%
FB
690
Fulton Bank
Pennsylvania
$268K – – –
IAG
691
Investmark Advisory Group
Connecticut
$267K +$834 +5 +0.3%
RSWM
692
Robertson Stephens Wealth Management
California
$265K -$69.4K -416 -21%
SIC
693
Sigma Investment Counselors
Michigan
$263K -$4.17K -25 -2%
TH
694
TCTC Holdings
Texas
$263K – – –
1IA
695
1834 Investment Advisors
Wisconsin
$261K +$38.4K +230 +17%
DFA
696
DHK Financial Advisors
New Hampshire
$261K +$261K +1,566 New
EPM
697
Elm Partners Management
Pennsylvania
$260K – – –
ARA
698
Alexander Randolph Advisory
Virginia
$259K – – –
EIP
699
Ellis Investment Partners
Pennsylvania
$259K +$1.17K +7 +0.5%
LWANC
700
Laurel Wealth Advisors (North Carolina)
North Carolina
$259K +$6.17K +37 +2%
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