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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 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
+48
Holders Change %
+5.23%
% 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
45
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 %
DWM
776
Dakota Wealth Management
Florida
$203K +$203K +1,218 New
GAM
777
Griffin Asset Management
New York
$203K +$203K +1,216 New
IIC
778
Ironwood Investment Counsel
Arizona
$202K +$202K +1,213 New
GAG
779
GM Advisory Group
New York
$202K +$202K +1,208 New
S
780
Sunpointe
Missouri
$200K +$200K +1,200 New
TCWM
781
Total Clarity Wealth Management
Illinois
$200K +$200K +1,200 New
EB
782
Eastern Bank
Massachusetts
$197K +$197K +1,181 New
HCA
783
Heck Capital Advisors
Wisconsin
$196K +$196K +1,177 New
CAS
784
Coppell Advisory Solutions
Texas
$196K -$110K -659 -36%
NRC
785
New Republic Capital
North Carolina
$193K -$183K -1,096 -49%
PMFA
786
Plante Moran Financial Advisors
Michigan
$187K – – –
SC
787
Stephens Consulting
Michigan
$185K – – –
Lazard Asset Management
788
Lazard Asset Management
New York
$183K – – –
CTC
789
Central Trust Company
Missouri
$177K -$2.95M -17,700 -94%
CTWM
790
Cherry Tree Wealth Management
Minnesota
$174K -$14.3K -86 -8%
RIL
791
Rothschild Investment LLC
Illinois
$173K +$26.4K +158 +18%
RTL
792
Red Tortoise LLC
Georgia
$172K +$834 +5 +0.5%
Bessemer Group
793
Bessemer Group
New Jersey
$170K -$10.7K -64 -6%
CPG
794
Cornerstone Planning Group
New Jersey
$169K +$667 +4 +0.4%
PCMC
795
Private Capital Management (Colorado)
Colorado
$168K +$168K +1,005 New
MCM
796
Manchester Capital Management
Vermont
$166K – – –
CSB
797
City State Bank
Iowa
$157K -$4.5K -27 -3%
WTA
798
Washington Trust Advisors
Massachusetts
$154K – – –
PS
799
Planned Solutions
California
$152K +$152K +913 New
CF
800
Centaurus Financial
California
$152K -$10.8K -65 -7%
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