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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 %
CAM
926
Crestone Asset Management
Colorado
– -$9.48M -59,665 Closed
HCA
927
Heck Capital Advisors
Wisconsin
– -$5.14M -32,390 Closed
NC
928
Nixon Capital
Texas
– -$3.18M -20,000 Closed
PS
929
Portfolio Strategies
New York
– -$2.18M -13,728 Closed
MAM
930
Meeder Asset Management
Ohio
– -$2.03M -12,791 Closed
EF
931
Empowered Funds
Pennsylvania
– -$1.9M -11,935 Closed
ACM
932
Ategra Capital Management
Virginia
– -$1.65M -10,376 Closed
MWM
933
Meridian Wealth Management
Kentucky
– -$1.38M -8,688 Closed
VIM
934
VELA Investment Management
Ohio
– -$1.31M -8,279 Closed
MPM
935
MBB Public Markets
Illinois
– -$1.29M -8,108 Closed
Millennium Management
936
Millennium Management
New York
– -$1.26M -7,931 Closed
NL
937
NWAM LLC
Washington
– -$1.18M -7,412 Closed
LNC
938
Lincoln National Corp
Pennsylvania
– -$1.11M -6,968 Closed
NW
939
Naviter Wealth
Arkansas
– -$906K -5,708 Closed
GIS
940
Grayhawk Investment Strategies
Alberta, Canada
– -$729K -4,586 Closed
GS
941
GTS Securities
New York
– -$696K -4,381 Closed
WIM
942
Waycross Investment Management
Washington
– -$618K -3,894 Closed
WB
943
West Bancorporation
Iowa
– -$600K -3,776 Closed
BFIC
944
Bedell Frazier Investment Counselling
California
– -$571K -3,595 Closed
Marshall Wace
945
Marshall Wace
United Kingdom
– -$544K -3,426 Closed
SCA
946
Southern Capital Advisors
Tennessee
– -$531K -3,343 Closed
DFG
947
Delta Financial Group
New Jersey
– -$469K -2,956 Closed
IFWM
948
Institute for Wealth Management
Colorado
– -$452K -2,846 Closed
CB
949
Cadence Bank
Mississippi
– -$447K -2,817 Closed
CAG
950
Csenge Advisory Group
Florida
– -$421K -2,651 Closed
36 37
38
39 40