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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 %
TFGT
826
TS Financial Group (TSFG)
Illinois
$29K – – –
B
827
Birchbrook
Maine
$28.8K – – –
SWM
828
Sanctuary Wealth Management
Idaho
$28.2K -$5.64K -37 -17%
LIA
829
Lynx Investment Advisory
District of Columbia
$25.9K +$25.9K +170 New
MSS
830
Mitchell Sinkler & Starr
Pennsylvania
$24.9K +$24.9K +150 New
MA
831
MCF Advisors
Kentucky
$24.8K – – –
WOSD
832
WFA of San Diego
California
$24.4K +$24.4K +160 New
PCTC
833
Perkins Coie Trust Company
Washington
$23.6K – – –
PCMC
834
Planning Capital Management Corporation
Pennsylvania
$23.5K – – –
HDIM
835
Hanson & Doremus Investment Management
Vermont
$23K – – –
SN
836
Sittner & Nelson
Oregon
$23K – – –
IRC
837
Investors Research Corp
Georgia
$22.8K – – –
MMG
838
Monetary Management Group
Missouri
$22.8K – – –
AEPWM
839
Atlantic Edge Private Wealth Management
Florida
$22.5K +$6.24K +41 +38%
SIC
840
Salem Investment Counselors
North Carolina
$22.4K +$6.4K +42 +40%
AFG
841
Albion Financial Group
Utah
$22.2K +$22.2K +146 New
AWM
842
Abound Wealth Management
Tennessee
$22K – – –
HB
843
Horizon Bancorp
Indiana
$22K – – –
BCMLT
844
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.8K – – –
CA
845
Centerpoint Advisors
Massachusetts
$21K +$21K +135 New
GEA
846
Glen Eagle Advisors
New Jersey
$20.9K – – –
MSG
847
Main Street Group
Virginia
$19.8K +$150 +1 +0.8%
AIA
848
Armor Investment Advisors
North Carolina
$19.8K – – –
SAM
849
Smartleaf Asset Management
Massachusetts
$19.3K +$4.22K +28 +28%
WCM
850
Westend Capital Management
California
$19.2K -$2.26K -15 -11%
32 33
34
35 36