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iShares Russell 2000 Value ETF
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Overview Fund Activity

917 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
917
Holders Change
-26
Holders Change %
-2.76%
% of All Funds
13.34%
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
$1.02B
4
Wolverine Trading
Wolverine Trading
Illinois
$53.9M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$67M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$748M
2
B
Bailard
California
$8.68M
3
SV
Starboard Value
New York
$195M
4
Goldman Sachs
Goldman Sachs
New York
$168M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
901
Continuum Advisory
Idaho
$3.5K – – –
OP
902
ORG Partners
Indiana
$3.17K +$3.17K +21 New
PGAM
903
Princeton Global Asset Management
New Jersey
$3.05K +$3.05K +20 New
HGERS
904
Householder Group Estate & Retirement Specialist
Arizona
$3K -$4.88K -39 -62%
BCPWM
905
Bradley & Co Private Wealth Management
Florida
$2.89K – – –
MCA
906
Maryland Capital Advisors
Maryland
$2.59K – – –
CP
907
Castleview Partners
Texas
$2.44K – – –
RIA
908
Realta Investment Advisors
Delaware
$2.29K – – –
SWC
909
Spectrum Wealth Counsel
Indiana
$1.98K +$1.98K +13 New
GI
910
Gradient Investments
Minnesota
$1.83K -$5.33K -35 -74%
MIA
911
MeadowBrook Investment Advisors
Michigan
$1.68K – – –
FCAS
912
First Command Advisory Services
Texas
$1.37K – – –
OA
913
Operose Advisors
Wisconsin
$1.07K – – –
BWP
914
Baldwin Wealth Partners
Massachusetts
$1.07K +$1.07K +7 New
CWP
915
Concord Wealth Partners
Virginia
$790 – – –
JWM
916
Janiczek Wealth Management
Colorado
$762 – – –
PWM
917
Provident Wealth Management
Tennessee
$762 – – –
DF
918
Dunhill Financial
United Kingdom
$617 – – –
BIA
919
Bell Investment Advisors
California
$610 – – –
PWMG
920
Prestige Wealth Management Group
New Jersey
$305 – – –
QC
921
Quadrature Capital
United Kingdom
– -$26.1M -164,101 Closed
DPIM
922
Duff & Phelps Investment Management
Illinois
– -$22.9M -143,990 Closed
FAM
923
Flaharty Asset Management
Florida
– -$13.5M -84,952 Closed
Qube Research & Technologies (QRT)
924
Qube Research & Technologies (QRT)
United Kingdom
– -$10.8M -67,905 Closed
ACM
925
Azarias Capital Management
Pennsylvania
– -$10M -63,093 Closed
35 36
37
38 39