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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 %
IGWM
976
ICA Group Wealth Management
Colorado
– -$133K -840 Closed
PCG
977
PFC Capital Group
California
– -$111K -700 Closed
CWM
978
CarsonAllaria Wealth Management
Illinois
– -$98.1K -618 Closed
TWP
979
TFO Wealth Partners
Ohio
– -$89K -560 Closed
CBT
980
CoreFirst Bank & Trust
Kansas
– -$83.4K -525 Closed
HH
981
Hilltop Holdings
Texas
– -$76.4K -481 Closed
BCV
982
Banque Cantonale Vaudoise
Switzerland
– -$71K -446 Closed
FFWM
983
Future Financial Wealth Management
Ohio
– -$47.6K -300 Closed
T
984
Tidemark
California
– -$46.8K -295 Closed
LF
985
LifeSteps Financial
California
– -$40.5K -255 Closed
PCMC
986
Private Capital Management (Colorado)
Colorado
– -$38.8K -245 Closed
WAM
987
Wolverine Asset Management
Illinois
– -$31.8K -200 Closed
CA
988
CoreCap Advisors
Michigan
– -$28.7K -181 Closed
NCM
989
Northwest Capital Management
Oregon
– -$28.6K -180 Closed
HWA
990
HHM Wealth Advisors
Tennessee
– -$28K -176 Closed
ATC
991
Advantage Trust Company
Kansas
– -$8.74K -55 Closed
IWP
992
IAG Wealth Partners
Wisconsin
– -$7.94K -50 Closed
MFC
993
Mechanics Financial Corp
Ohio
– -$7.15K -45 Closed
NIC
994
Northwest Investment Counselors
Oregon
– -$5.72K -36 Closed
AIMA
995
Ables Iannone Moore & Associates
Georgia
– -$4.92K -31 Closed
WIC
996
Woodmont Investment Counsel
Tennessee
– -$4.13K -26 Closed
TVWM
997
Tower View Wealth Management
Wisconsin
– -$3.97K -25 Closed
JFA
998
JNBA Financial Advisors
Minnesota
– -$3.34K -21 Closed
HNB
999
Hilltop National Bank
Wyoming
– -$3.18K -20 Closed
BHWM
1000
Beaird Harris Wealth Management
Texas
– -$3.02K -19 Closed
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