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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 %
OC
801
Oarsman Capital
Wisconsin
$148K +$148K +889 New
GWM
802
Grand Wealth Management
Michigan
$145K – – –
VCM
803
Versant Capital Management
Arizona
$143K – – –
WIM
804
Westside Investment Management
California
$140K +$5.67K +34 +4%
AA
805
Addison Advisors
Vermont
$138K – – –
SC
806
SouthState Corp
Florida
$132K +$15.3K +92 +13%
LI
807
LRI Investments
Florida
$132K – – –
WP
808
WealthShield Partners
North Carolina
$131K – – –
PGAM
809
Princeton Global Asset Management
New Jersey
$129K +$125K +752 +3,760%
FWA
810
FSC Wealth Advisors
New York
$126K +$26.2K +157 +26%
S
811
SignatureFD
Georgia
$126K -$54.7K -328 -30%
AAG
812
Armstrong Advisory Group
Massachusetts
$125K -$6.67K -40 -5%
PPA
813
Painted Porch Advisors
California
$121K – – –
AWM
814
Atticus Wealth Management
Florida
$120K +$667 +4 +0.6%
SMA
815
Sage Mountain Advisors
Georgia
$118K – – –
CAL
816
Capital Advisors Ltd
Ohio
$117K -$15.3K -92 -12%
JFG
817
JDM Financial Group
Texas
$114K -$60.7K -364 -35%
GI
818
GAMMA Investing
California
$110K – – –
GBT
819
Grove Bank & Trust
Florida
$110K – – –
FUBT
820
First United Bank & Trust
Maryland
$109K -$10K -60 -8%
WPA
821
West Paces Advisors
Georgia
$108K – – –
GJWM
822
Gilliland Jeter Wealth Management
Arkansas
$108K – – –
TIM
823
Tortoise Investment Management
New York
$106K – – –
AWM
824
Angeles Wealth Management
California
$103K +$95.9K +575 +1,402%
BFPW
825
BOK Financial Private Wealth
Colorado
$103K -$9.18K -55 -8%
31 32
33
34 35