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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 %
IC
726
IEQ Capital
California
$208K – – –
KWM
727
Kolinsky Wealth Management
New Jersey
$207K +$207K +1,188 New
MWM
728
Mission Wealth Management
California
$206K +$7.01K +46 +4%
KCM
729
Kanawha Capital Management
Virginia
$206K +$12.9K +85 +7%
BAAM
730
Baker Avenue Asset Management
California
$205K +$205K +1,343 New
SC
731
Scotia Capital
Ontario, Canada
$204K -$211K -1,386 -51%
1IA
732
1834 Investment Advisors
Wisconsin
$203K -$3.81K -25 -2%
HCM
733
Hollencrest Capital Management
California
$203K – – –
Russell Investments Group
734
Russell Investments Group
United Kingdom
$203K +$2.74K +18 +1%
RW
735
REDW Wealth
New Mexico
$202K +$202K +1,328 New
AIM
736
Athena Investment Management
California
$202K – – –
HPC
737
HM Payson & Co
Maine
$198K – – –
IAIM
738
International Assets Investment Management
Florida
$195K -$19.3K -127 -9%
SAM
739
S.A. Mason
Michigan
$192K -$15.2K -100 -7%
AIM
740
Anchor Investment Management
South Carolina
$188K +$11.1K +73 +6%
WT
741
Washington Trust
Rhode Island
$188K – – –
CTWM
742
Cherry Tree Wealth Management
Minnesota
$172K – – –
PMFA
743
Plante Moran Financial Advisors
Michigan
$171K -$305 -2 -0.2%
SC
744
Stephens Consulting
Michigan
$169K – – –
Lazard Asset Management
745
Lazard Asset Management
New York
$167K – – –
Bessemer Group
746
Bessemer Group
New Jersey
$165K -$305 -2 -0.2%
S
747
SignatureFD
Georgia
$165K -$77.2K -507 -32%
MFA
748
McClarren Financial Advisors
Pennsylvania
$160K +$160K +456 New
JFG
749
JDM Financial Group
Texas
$160K -$33.5K -220 -17%
RTL
750
Red Tortoise LLC
Georgia
$156K +$609 +4 +0.4%
28 29
30
31 32