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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 %
DPW
851
DiNuzzo Private Wealth
Pennsylvania
$18.3K – – –
SS
852
Sunbelt Securities
Texas
$18.3K +$914 +6 +5%
CPA
853
Clear Point Advisors
New York
$17.7K – – –
KPP
854
Kings Path Partners
Texas
$17.1K +$17.1K +112 New
HWM
855
Horizons Wealth Management
North Carolina
$16.5K – – –
EW
856
Element Wealth
Mississippi
$16.3K +$152 +1 +0.9%
RMC
857
Resources Management Corp
Connecticut
$15K – – –
BC
858
Barrett & Company
Rhode Island
$14.5K – – –
RFS
859
Richardson Financial Services
Massachusetts
$14.5K – – –
IFAM
860
Institutional & Family Asset Management
Colorado
$14.4K +$153 +1 +1%
EBA
861
Eagle Bay Advisors
New York
$12K +$12K +79 New
MFA
862
Morling Financial Advisors
California
$11.9K +$11.9K +78 New
PP
863
Pacifica Partners
Canada
$11.7K – – –
MBFW
864
Morton Brown Family Wealth
Pennsylvania
$11.6K – – –
MIA
865
Milestone Investment Advisors
Wisconsin
$11.5K – – –
GPFA
866
Game Plan Financial Advisors
Ohio
$11.4K -$12.9K -85 -53%
WWM
867
Wolff Wiese Magana
California
$11.1K +$7.62K +50 +217%
BFEC
868
Benjamin F. Edwards & Company
Missouri
$11K – – –
GA
869
GoalVest Advisory
New York
$11K – – –
NRG
870
Nemes Rush Group
Michigan
$10.8K -$8.68K -57 -45%
FG
871
Fairman Group
Pennsylvania
$10.7K – – –
TCWA
872
Turtle Creek Wealth Advisors
Texas
$10.7K – – –
RFA
873
Register Financial Advisors
Georgia
$10.7K – – –
FCMT
874
Founders Capital Management (Texas)
Texas
$10.1K – – –
CBT
875
Central Bank & Trust
Kentucky
$9.9K – – –
33 34
35
36 37