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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 %
Osaic Holdings
101
Osaic Holdings
Arizona
$11.8M +$906K +5,428 +8%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$11.6M -$140K -842 -1%
SAM
103
Silvercrest Asset Management
New York
$11.5M -$326K -1,954 -3%
PFA
104
Pure Financial Advisors
California
$11.3M +$1.46M +8,733 +15%
EWA
105
EP Wealth Advisors
California
$11.2M +$2.25M +13,491 +25%
SCG
106
Sonata Capital Group
Washington
$11M -$581K -3,481 -5%
SAS
107
SMI Advisory Services
Indiana
$10.8M +$10.8M +65,470 New
Franklin Resources
108
Franklin Resources
California
$10.7M -$84.5K -505 -0.8%
HIA
109
Harbor Investment Advisory
Maryland
$10.6M +$121K +727 +1%
GT
110
Glenmede Trust
Pennsylvania
$10.5M +$305K +1,829 +3%
LFWA
111
LBJ Family Wealth Advisors
Texas
$10.5M -$10.5K -63 -0.1%
William Blair & Company
112
William Blair & Company
Illinois
$10.4M +$21.4K +128 +0.2%
WANY
113
Wealthspire Advisors (New York)
New York
$10.4M +$1.02M +6,120 +11%
KeyBank National Association
114
KeyBank National Association
Ohio
$10.2M -$575K -3,446 -5%
RFA
115
RTD Financial Advisors
Pennsylvania
$10M -$45K -270 -0.4%
CWC
116
Carolinas Wealth Consulting
North Carolina
$9.71M -$189K -1,132 -2%
Principal Financial Group
117
Principal Financial Group
Iowa
$9.65M -$3.32M -19,899 -26%
FWM
118
FSA Wealth Management
Massachusetts
$9.6M +$9.6M +57,559 New
FHA
119
First Horizon Advisors
Tennessee
$9.47M -$253K -1,514 -3%
OCM
120
One Capital Management
California
$9.36M +$611K +3,664 +7%
QC
121
Quadrature Capital
United Kingdom
$9.2M +$9.2M +55,133 New
CAM
122
Cresset Asset Management
Illinois
$9.04M +$196K +1,173 +2%
AF
123
Allworth Financial
California
$9.01M -$72.7K -436 -0.8%
AssetMark Inc
124
AssetMark Inc
California
$8.87M +$8.55M +51,268 +2,707%
State Street
125
State Street
Massachusetts
$8.72M -$1.67M -10,000 -16%
3 4
5
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