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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
1
State Board of Administration of Florida Retirement System
Florida
$110M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70.7M
3
Bank of America
3
Bank of America
North Carolina
$1.02B
4
Wolverine Trading
4
Wolverine Trading
Illinois
$53.9M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$67M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$748M
2
B
2
Bailard
California
$8.68M
3
SV
3
Starboard Value
New York
$195M
4
Goldman Sachs
4
Goldman Sachs
New York
$168M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.3M -$2.86M -18,769 -20%
SAM
102
Silvercrest Asset Management
New York
$10.8M +$7.49M +49,154 +224%
KPWS
103
Kestra Private Wealth Services
Texas
$10.8M +$96.1K +631 +0.9%
HWA
104
Hillcrest Wealth Advisors
New Jersey
$10.8M -$24.4K -160 -0.2%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$10.7M -$118K -776 -1%
Kovitz Investment Group Partners
106
Kovitz Investment Group Partners
Illinois
$10.6M +$9.12M +59,910 +600%
SCG
107
Sonata Capital Group
Washington
$10.5M -$688K -4,515 -6%
Osaic Holdings
108
Osaic Holdings
Arizona
$9.92M -$6.21M -40,730 -38%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$9.88M -$1.48M -9,690 -13%
KeyBank National Association
110
KeyBank National Association
Ohio
$9.82M -$104K -682 -1%
Franklin Resources
111
Franklin Resources
California
$9.77M -$5.96M -39,109 -38%
APP
112
Avantax Planning Partners
Iowa
$9.65M -$3.61M -23,676 -27%
PLU
113
Performa Ltd (US)
South Carolina
$9.62M – – –
LFWA
114
LBJ Family Wealth Advisors
Texas
$9.59M -$202K -1,327 -2%
HIA
115
Harbor Investment Advisory
Maryland
$9.57M -$117K -771 -1%
William Blair & Company
116
William Blair & Company
Illinois
$9.5M -$84.5K -555 -0.9%
State Street
117
State Street
Massachusetts
$9.49M +$152K +1,000 +2%
GT
118
Glenmede Trust
Pennsylvania
$9.33M -$18K -118 -0.2%
RFA
119
RTD Financial Advisors
Pennsylvania
$9.19M -$127K -836 -1%
CWC
120
Carolinas Wealth Consulting
North Carolina
$9.03M -$251K -1,651 -3%
PFA
121
Pure Financial Advisors
California
$8.99M +$878K +5,768 +11%
AF
122
Allworth Financial
California
$8.97M +$173K +1,051 +2%
FHA
123
First Horizon Advisors
Tennessee
$8.88M -$634K -4,161 -7%
LI
124
Leeward Investments
Massachusetts
$8.87M +$5.4M +35,471 +156%
B
125
Bailard
California
$8.68M -$65.7M -431,373 -88%
3 4
5
6 7