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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 %
CFGA
701
Cambridge Financial Group (Arizona)
Arizona
$229K – – –
BCM
702
Bayesian Capital Management
New York
$228K -$244K -1,600 -52%
BRWA
703
B. Riley Wealth Advisors
Florida
$226K -$166K -1,092 -42%
VA
704
Valmark Advisers
Ohio
$224K +$1.52K +10 +0.7%
CPIA
705
Cornell Pochily Investment Advisors
New York
$224K +$224K +1,474 New
FFP
706
FourThought Financial Partners
Florida
$224K -$46.6K -306 -17%
SFP
707
Shepherd Financial Partners
Massachusetts
$223K -$38.4K -252 -15%
CFP
708
Cascade Financial Partners
California
$223K – – –
MW
709
Members Wealth
Pennsylvania
$222K +$222K +1,357 New
NG
710
Northstar Group
New York
$222K – – –
Thrivent Financial for Lutherans
711
Thrivent Financial for Lutherans
Minnesota
$220K +$12.8K +84 +6%
KWS
712
Keystone Wealth Services
California
$220K – – –
LOPW
713
Live Oak Private Wealth
North Carolina
$219K – – –
Twin Tree Management
714
Twin Tree Management
Texas
$219K +$219K +1,435 New
LC
715
Lindbrook Capital
California
$218K -$11.4K -75 -5%
SWM
716
Sugarloaf Wealth Management
Georgia
$215K -$25.9K -170 -11%
AC
717
Annandale Capital
Texas
$214K – – –
RBC
718
Romano Brothers & Co
Illinois
$214K – – –
PA
719
PFG Advisors
Arizona
$212K -$135K -884 -39%
TPI
720
Trust Point Inc
Wisconsin
$212K – – –
LGWM
721
Litman Gregory Wealth Management
California
$211K – – –
SL
722
Sentinus LLC
Illinois
$209K +$209K +1,375 New
CFGS
723
Concourse Financial Group Securities
Alabama
$209K +$11.1K +73 +6%
SI
724
Saxon Interests
Texas
$209K -$8.07K -53 -4%
WW
725
Westshore Wealth
California
$208K – – –
27 28
29
30 31