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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 %
CPG
751
Cornerstone Planning Group
New Jersey
$156K +$155K +1,007 +50,350%
DFA
752
DHJJ Financial Advisors
Illinois
$155K – – –
MCM
753
Manchester Capital Management
Vermont
$151K +$75.2K +494 +99%
CF
754
Centaurus Financial
California
$149K +$3.97K +26 +3%
CSB
755
City State Bank
Iowa
$147K – – –
HFA
756
Hershey Financial Advisers
Pennsylvania
$144K +$144K +943 New
WTA
757
Washington Trust Advisors
Massachusetts
$141K -$47.4K -311 -25%
RhumbLine Advisers
758
RhumbLine Advisers
Massachusetts
$138K -$629K -4,129 -82%
TSWM
759
Tyler-Stone Wealth Management
Ohio
$137K – – –
RIL
760
Rothschild Investment LLC
Illinois
$134K – – –
GWM
761
Grand Wealth Management
Michigan
$132K -$27.1K -178 -17%
VCM
762
Versant Capital Management
Arizona
$130K – – –
AA
763
Addison Advisors
Vermont
$126K – – –
WIM
764
Westside Investment Management
California
$123K +$37.3K +245 +44%
CAL
765
Capital Advisors Ltd
Ohio
$121K -$9.75K -64 -7%
AAG
766
Armstrong Advisory Group
Massachusetts
$120K -$70.7K -464 -37%
WP
767
WealthShield Partners
North Carolina
$120K -$5.03K -33 -4%
LI
768
LRI Investments
Florida
$115K – – –
PPA
769
Painted Porch Advisors
California
$110K +$110K +725 New
AWM
770
Atticus Wealth Management
Florida
$109K -$305 -2 -0.3%
FUBT
771
First United Bank & Trust
Maryland
$108K – – –
SMA
772
Sage Mountain Advisors
Georgia
$108K – – –
SC
773
SouthState Corp
Florida
$107K – – –
SWA
774
SOA Wealth Advisors
New York
$104K +$457 +3 +0.4%
BFPW
775
BOK Financial Private Wealth
Colorado
$102K +$152 +1 +0.1%
29 30
31
32 33