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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 %
RBC
851
Roble Belko & Company
Pennsylvania
$57K – – –
BA
852
Ballast Advisors
Minnesota
$56.4K – – –
FP
853
Financial Perspectives
Minnesota
$55.2K +$167 +1 +0.3%
SAM
854
Smartleaf Asset Management
Massachusetts
$54.8K +$33.5K +201 +157%
MAM
855
Marquette Asset Management
Minnesota
$54.1K – – –
PB
856
Pinnacle Bancorp
Nebraska
$52K – – –
BFA
857
BBJS Financial Advisors
Washington
$51.7K – – –
DIP
858
DT Investment Partners
Pennsylvania
$50K -$2.17K -13 -4%
FFWM
859
Future Financial Wealth Management
Ohio
$50K +$50K +300 New
ABWM
860
Alpine Bank Wealth Management
Colorado
$48.9K +$48.9K +293 New
FMTCOCP
861
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$46K -$45.7K -274 -50%
UCB
862
United Community Bank
South Carolina
$45.5K – – –
BFO
863
Biltmore Family Office
North Carolina
$43.9K +$5.01K +30 +13%
CT
864
Clearstead Trust
Maine
$40.2K – – –
SFA
865
Semmax Financial Advisors
North Carolina
$39.7K +$355 +2 +0.9%
AIC
866
Archer Investment Corporation
Indiana
$38.5K – – –
TCM
867
TruNorth Capital Management
Michigan
$36K – – –
PP
868
Pacifica Partners
Canada
$35.7K +$22.9K +137 +178%
SL
869
Salomon & Ludwin
Virginia
$35.7K – – –
PK
870
Pflug Koory
Nebraska
$34.2K +$34.2K +205 New
SIS
871
Sound Income Strategies
Florida
$33.8K -$3.01K -18 -8%
TFGT
872
TS Financial Group (TSFG)
Illinois
$32K – – –
JIP
873
Jaffetilchin Investment Partners
Florida
$31.8K +$31.8K +191 New
OIA
874
Optimum Investment Advisors
Illinois
$31.7K +$25K +150 +375%
B
875
Birchbrook
Maine
$31.5K – – –
33 34
35
36 37