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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.

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 %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$17.8M -$2.88M -17,284 -14%
Cerity Partners
77
Cerity Partners
New York
$17.8M +$1.86M +11,161 +12%
ZF
78
Zhang Financial
Michigan
$17.5M -$301K -1,804 -2%
AP
79
Advisors Preferred
Maryland
$17M +$17M +103,349 New
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$16.4M -$183K -1,099 -1%
MGIA
81
Moneta Group Investment Advisors
Missouri
$16.4M -$292K -1,752 -2%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$16.2M +$124K +745 +0.8%
CP
83
Covenant Partners
Tennessee
$16.1M -$1.09M -6,553 -6%
SI
84
Stephens Inc
Arkansas
$15.6M +$160K +957 +1%
CM
85
Castleark Management
Illinois
$15.4M -$11.9M -71,330 -44%
PIA
86
Powell Investment Advisors
Florida
$15.3M +$2.09M +12,509 +16%
MAM
87
MMA Asset Management
Pennsylvania
$15.2M +$7.15M +49,629 +89%
SF
88
Synovus Financial
Georgia
$15.1M -$107K -644 -0.7%
Kayne Anderson Rudnick Investment Management
89
Kayne Anderson Rudnick Investment Management
California
$14.7M -$16.1M -96,417 -52%
AL
90
Aspiriant LLC
California
$14.1M -$819K -4,908 -6%
WA
91
Waverly Advisors
Alabama
$13.9M -$146K -874 -1%
AllianceBernstein
92
AllianceBernstein
Tennessee
$13.7M +$369K +2,210 +3%
RA
93
Royce & Associates
New York
$13.6M +$4.2M +25,153 +45%
TSW
94
Thompson Siegel & Walmsley
Virginia
$13.4M -$2.92M -17,513 -18%
CM
95
Churchill Management
California
$13.2M -$230K -1,380 -2%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$13M -$337K -2,020 -3%
Creative Planning
97
Creative Planning
Kansas
$12.9M -$1.35M -8,080 -9%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$12.6M -$409K -2,450 -3%
HWA
99
Hillcrest Wealth Advisors
New Jersey
$12.1M +$306K +1,835 +3%
KPWS
100
Kestra Private Wealth Services
Texas
$12.1M +$256K +1,534 +2%
2 3
4
5 6