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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 %
SMH
151
Sanders Morris Harris
Texas
$5.82M +$5.82M +38,183 New
SCM
152
Shapiro Capital Management
Georgia
$5.79M -$12M -78,832 -67%
ITB
153
Idaho Trust Bank
Idaho
$5.79M +$5.79M +38,021 New
Fuller & Thaler Asset Management
154
Fuller & Thaler Asset Management
California
$5.59M +$2.52M +16,559 +82%
AAS
155
Avantax Advisory Services
Texas
$5.56M +$124K +816 +2%
HWM
156
HB Wealth Management
Georgia
$5.55M -$113K -740 -2%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$5.43M -$17.4K -114 -0.3%
VCM
158
Viewpoint Capital Management
Washington
$5.37M +$187K +1,231 +4%
IFO
159
Independent Family Office
New York
$5.33M – – –
WB
160
WesBanco Bank
West Virginia
$5.32M -$135K -885 -2%
OFS
161
Oldfather Financial Services
Nebraska
$5.21M +$51.2K +336 +1%
HW
162
Hancock Whitney
Mississippi
$5.16M -$188K -1,234 -4%
OFG
163
Oxford Financial Group
Indiana
$5.12M -$50.3K -330 -1%
SA
164
Sanctuary Advisors
Indiana
$5.09M +$5.09M +33,695 New
FPAS
165
Focus Partners Advisor Solutions
Missouri
$5.06M -$240K -1,573 -5%
BF
166
Brooklyn FI
New York
$4.96M -$2.89M -19,007 -37%
XF
167
XML Financial
Maryland
$4.88M +$18.1K +119 +0.4%
NFC
168
Northeast Financial Consultants
Connecticut
$4.86M +$1.22K +8 +0%
CCP
169
Clifford Capital Partners
Utah
$4.75M +$4.75M +31,200 New
HBCM
170
Heron Bay Capital Management
Michigan
$4.74M – – –
Cambridge Investment Research Advisors
171
Cambridge Investment Research Advisors
Iowa
$4.68M -$39K -256 -0.8%
BFS
172
Bare Financial Services
Pennsylvania
$4.6M +$7.7K +45 +0.2%
LL
173
LWMG LLC
Minnesota
$4.48M +$498K +3,273 +13%
TAM
174
Tocqueville Asset Management
New York
$4.48M -$110K -720 -2%
MAM
175
McLean Asset Management
Virginia
$4.46M +$1.98K +13 +0%
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