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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
$111M
2
APF
Alaska Permanent Fund
Alaska
$236M
3
B
Bailard
California
$84.6M
4
Morgan Stanley
Morgan Stanley
New York
$866M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$44.2M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$806K
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$0
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
Bank of America
Bank of America
North Carolina
$1.05B
5
Wolverine Trading
Wolverine Trading
Illinois
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
JEST
826
JTC Employer Solutions Trustee
Jersey
$102K – – –
BLC
827
Brown, Lisle/Cummings
Rhode Island
$101K – – –
NL
828
NVWM LLC
Pennsylvania
$100K – – –
SWA
829
SOA Wealth Advisors
New York
$96.8K -$17.2K -103 -15%
CFD
830
Creative Financial Designs
Indiana
$96.6K +$58.5K +351 +154%
HT
831
Headlands Technologies
Illinois
$95.9K -$309K -1,854 -76%
GWSG
832
GPS Wealth Strategies Group
Colorado
$95.4K +$5K +30 +6%
AP
833
Atwood & Palmer
Missouri
$89.9K – – –
MA
834
Montag & Associates
Georgia
$89.2K -$519K -3,110 -85%
CBT
835
CoreFirst Bank & Trust
Kansas
$87.6K +$87.6K +525 New
BL
836
Balentine LLC
Georgia
$84.9K – – –
CJ
837
Caitlin John
Michigan
$84.9K – – –
NFA
838
Northwest Financial Advisors
Virginia
$83.5K +$83.5K +501 New
SFFS
839
Stonehage Fleming Financial Services
Jersey
$81.6K – – –
HWM
840
Hemington Wealth Management
Virginia
$81K +$81K +494 New
BSB
841
Bangor Savings Bank
Maine
$79.2K +$79.2K +475 New
WAG
842
Windsor Advisory Group
Ohio
$79.1K – – –
CB
843
CNB Bank
Pennsylvania
$78.6K – – –
APC
844
Aspire Private Capital
North Carolina
$73.4K – – –
HBW
845
Hazlett, Burt & Watson
West Virginia
$70K +$169 +1 +0.2%
MG
846
MilWealth Group
Wisconsin
$69.6K – – –
FFA
847
Frazier Financial Advisors
Ohio
$68.9K – – –
EK
848
Evensky & Katz
Florida
$68K -$37.4K -225 -35%
BMC
849
Bear Mountain Capital
Washington
$64.2K -$335 -2 -0.5%
RP
850
Rice Partnership
Hawaii
$62.6K – – –
32 33
34
35 36