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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 %
RBC
726
Romano Brothers & Co
Illinois
$234K – – –
DWM
727
Diversify Wealth Management
Utah
$234K +$234K +1,415 New
WIC
728
Willis Investment Counsel
Georgia
$234K +$234K +1,400 New
SSWM
729
Smith Salley Wealth Management
North Carolina
$233K +$233K +1,399 New
E3F
730
Eight 31 Financial
Texas
$233K +$233K +1,398 New
TPI
731
Trust Point Inc
Wisconsin
$232K – – –
Capstone Investment Advisors
732
Capstone Investment Advisors
New York
$231K +$231K +1,385 New
LGWM
733
Litman Gregory Wealth Management
California
$231K – – –
CFGS
734
Concourse Financial Group Securities
Alabama
$229K – – –
MWM
735
Mission Wealth Management
California
$229K +$2.67K +16 +1%
AAS
736
Ameritas Advisory Services
Nebraska
$228K -$654K -3,918 -74%
WW
737
Westshore Wealth
California
$228K – – –
IC
738
IEQ Capital
California
$228K – – –
HPC
739
HM Payson & Co
Maine
$226K +$9.18K +55 +4%
EWM
740
EPG Wealth Management
Georgia
$225K +$225K +1,351 New
Thrivent Financial for Lutherans
741
Thrivent Financial for Lutherans
Minnesota
$225K -$16K -96 -7%
BAAM
742
Baker Avenue Asset Management
California
$224K – – –
BRWA
743
B. Riley Wealth Advisors
Florida
$224K -$21.3K -129 -9%
HCM
744
Hollencrest Capital Management
California
$223K – – –
RW
745
REDW Wealth
New Mexico
$222K +$334 +2 +0.2%
Russell Investments Group
746
Russell Investments Group
United Kingdom
$222K -$834 -5 -0.4%
AIM
747
Athena Investment Management
California
$221K – – –
SI
748
Saxon Interests
Texas
$220K -$8.51K -51 -4%
RhumbLine Advisers
749
RhumbLine Advisers
Massachusetts
$220K +$68.6K +411 +45%
MWM
750
Moran Wealth Management
Florida
$219K +$219K +1,310 New
28 29
30
31 32