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

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$806K
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$0
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
Bank of America
Bank of America
North Carolina
$1.05B
5
Wolverine Trading
Wolverine Trading
Illinois
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$8.69M -$88.7K -532 -1%
Stifel Financial
127
Stifel Financial
Missouri
$8.65M +$335K +2,005 +4%
TWC
128
TD Waterhouse Canada
Ontario, Canada
$8.62M +$819 +5 +0%
PMAM
129
Picton Mahoney Asset Management
Ontario, Canada
$8.52M -$28M -167,712 -77%
USCWA
130
U.S. Capital Wealth Advisors
Texas
$8.5M +$8.17M +48,950 +2,477%
KAS
131
Kestra Advisory Services
Texas
$8.09M -$874K -5,240 -10%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$8.01M -$6.8M -40,779 -46%
MWM
133
Marion Wealth Management
Pennsylvania
$7.98M +$266K +1,593 +3%
PGFC
134
Peapack-Gladstone Financial Corp
New Jersey
$7.97M -$5.51K -33 -0.1%
NSCM
135
New South Capital Management
Tennessee
$7.88M -$4.68M -28,036 -37%
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.88M -$4.48M -26,831 -36%
LI
137
Leeward Investments
Massachusetts
$7.86M -$1.85M -11,084 -19%
PLU
138
Performa Ltd (US)
South Carolina
$7.84M -$2.7M -16,200 -26%
HCA
139
Harbor Capital Advisors
Illinois
$7.5M +$4.06M +24,336 +118%
TD Asset Management
140
TD Asset Management
Ontario, Canada
$7.47M +$132K +796 +2%
ACB
141
Aristotle Capital Boston
Massachusetts
$7.4M -$85.1K -510 -1%
CWA
142
CM Wealth Advisors
Ohio
$7.38M +$210K +1,259 +3%
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$7.21M +$1.33M +8,089 +23%
CG
144
Corundum Group
Colorado
$7.12M -$281K -1,682 -4%
BCM
145
Brookstone Capital Management
Illinois
$7.08M +$624K +3,742 +10%
HWM
146
HB Wealth Management
Georgia
$7.01M +$933K +5,591 +15%
VVP
147
Venture Visionary Partners
Ohio
$6.94M -$477K -2,861 -6%
VCM
148
Viewpoint Capital Management
Washington
$6.59M +$724K +4,353 +12%
HBCM
149
Heron Bay Capital Management
Michigan
$6.58M +$1.39M +8,332 +27%
Fuller & Thaler Asset Management
150
Fuller & Thaler Asset Management
California
$6.56M +$432K +2,592 +7%
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