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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 %
BWA
951
Beam Wealth Advisors
Louisiana
– -$334K -2,104 Closed
LOAMU
952
Lombard Odier Asset Management (USA)
New York
– -$318K -2,000 Closed
EW
953
Evoke Wealth
California
– -$310K -1,951 Closed
HT
954
Heritage Trust
Oklahoma
– -$294K -1,851 Closed
ARC
955
Advisor Resource Council
Texas
– -$284K -1,820 Closed
AWM
956
Axxcess Wealth Management
California
– -$266K -1,677 Closed
TGAM
957
TBH Global Asset Management
Tennessee
– -$258K -1,622 Closed
D
958
Dentgroup
Louisiana
– -$246K -1,546 Closed
MPCL
959
My Personal CFO LLC
Washington
– -$243K -1,531 Closed
DAS
960
Dynamic Advisor Solutions
Arizona
– -$237K -1,493 Closed
MBT
961
Montecito Bank & Trust
California
– -$234K -1,471 Closed
EB
962
Emprise Bank
Kansas
– -$232K -1,461 Closed
ETIA
963
Epic Trust Investment Advisors
Washington
– -$228K -1,438 Closed
MFIM
964
Mesirow Financial Investment Management
Illinois
– -$224K -1,413 Closed
WS
965
Wedbush Securities
California
– -$213K -1,340 Closed
9WM
966
9258 Wealth Management
Ohio
– -$206K -1,295 Closed
WHCFA
967
William Howard & Co Financial Advisors
Tennessee
– -$205K -1,289 Closed
AWM
968
Accel Wealth Management
Iowa
– -$204K -1,285 Closed
REMPR
969
Roof Eidam Maycock Peralta (REMP)
California
– -$204K -1,283 Closed
WTFG
970
Wells Trecaso Financial Group
Ohio
– -$203K -1,277 Closed
GFS
971
GYL Financial Synergies
Connecticut
– -$202K -1,274 Closed
PIFP
972
Partners in Financial Planning
Virginia
– -$202K -1,270 Closed
PGA
973
Portland Global Advisors
Maine
– -$202K -1,269 Closed
PA
974
Parkside Advisors
California
– -$201K -1,267 Closed
NCM
975
NCM Capital Management
New Jersey
– -$200K -1,262 Closed
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