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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 %
BMC
801
Bear Mountain Capital
Washington
$61.6K -$5.44K -34 -8%
SP
802
SWS Partners
Ohio
$60.4K +$60.4K +396 New
RP
803
Rice Partnership
Hawaii
$57.1K – – –
RBC
804
Roble Belko & Company
Pennsylvania
$52K – – –
BBHC
805
Brown Brothers Harriman & Co
New York
$51.8K -$24.7K -162 -32%
BA
806
Ballast Advisors
Minnesota
$51.5K – – –
FP
807
Financial Perspectives
Minnesota
$50.3K – – –
OC
808
Oakworth Capital
Alabama
$50.3K -$51.8K -340 -51%
MAM
809
Marquette Asset Management
Minnesota
$49.3K – – –
DIP
810
DT Investment Partners
Pennsylvania
$47.7K – – –
PB
811
Pinnacle Bancorp
Nebraska
$47.5K – – –
BFA
812
BBJS Financial Advisors
Washington
$47.2K – – –
PO
813
Private Ocean
California
$44.9K – – –
UCB
814
United Community Bank
South Carolina
$41.6K – – –
TWP
815
Triad Wealth Partners
Kansas
$38.1K +$38.1K +250 New
SAG
816
Spotlight Asset Group
Illinois
$37.3K – – –
CT
817
Clearstead Trust
Maine
$36.7K – – –
PWA
818
Provenance Wealth Advisors
Florida
$36.7K -$18.4K -121 -33%
BFO
819
Biltmore Family Office
North Carolina
$35.5K – – –
AIC
820
Archer Investment Corporation
Indiana
$35.2K – – –
SFA
821
Semmax Financial Advisors
North Carolina
$35.1K +$158 +1 +0.5%
CFD
822
Creative Financial Designs
Indiana
$34.8K – – –
SIS
823
Sound Income Strategies
Florida
$33.6K +$2.75K +18 +9%
TCM
824
TruNorth Capital Management
Michigan
$32.9K – – –
SL
825
Salomon & Ludwin
Virginia
$32.6K – – –
31 32
33
34 35