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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
1
Vaughan Nelson Investment Management
Texas
$111M
2
APF
2
Alaska Permanent Fund
Alaska
$236M
3
B
3
Bailard
California
$84.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$866M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$44.2M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$806K
2
State Board of Administration of Florida Retirement System
2
State Board of Administration of Florida Retirement System
Florida
$0
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
Bank of America
4
Bank of America
North Carolina
$1.05B
5
Wolverine Trading
5
Wolverine Trading
Illinois
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
951
Maryland Capital Advisors
Maryland
$2.84K – – –
SWC
952
Spectrum Wealth Counsel
Indiana
$2.17K – – –
MIA
953
MeadowBrook Investment Advisors
Michigan
$1.84K – – –
PWM
954
Provident Wealth Management
Tennessee
$1.84K +$1K +6 +120%
MHR
955
Matthew Hamilton Rosenberg
$1.5K +$1.5K +9 New
OA
956
Operose Advisors
Wisconsin
$1.17K – – –
BWP
957
Baldwin Wealth Partners
Massachusetts
$1.17K – – –
WCM
958
Westend Capital Management
California
$1K -$20.2K -121 -95%
CPA
959
Capital Performance Advisors
California
$1K +$1K +6 New
IAIM
960
International Assets Investment Management
Florida
$905 +$897 +149,677 +11,666%
CWP
961
Concord Wealth Partners
Virginia
$870 – – –
DF
962
Dunhill Financial
United Kingdom
$676 – – –
WAS
963
Winch Advisory Services
Wisconsin
$671 +$671 +4 New
BIA
964
Bell Investment Advisors
California
$668 – – –
S
965
Sachetta
Massachusetts
$504 +$504 +3 New
PWMG
966
Prestige Wealth Management Group
New Jersey
$334 – – –
CMP
967
Coston McIsaac & Partners
Maine
$76 – – –
State Board of Administration of Florida Retirement System
968
State Board of Administration of Florida Retirement System
Florida
– -$110M -720,322 Closed
Manulife (Manufacturers Life Insurance)
969
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$70.7M -464,349 Closed
SW
970
SVB Wealth
Massachusetts
– -$17M -111,892 Closed
Squarepoint
971
Squarepoint
New York
– -$8.19M -53,767 Closed
Two Sigma Advisers
972
Two Sigma Advisers
New York
– -$7.74M -50,800 Closed
SMH
973
Sanders Morris Harris
Texas
– -$5.82M -38,183 Closed
CCP
974
Clifford Capital Partners
Utah
– -$4.75M -31,200 Closed
SCM
975
SCS Capital Management
Massachusetts
– -$3.62M -23,791 Closed
37 38
39
40 41