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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 %
D.E. Shaw & Co
151
D.E. Shaw & Co
New York
$6.36M -$13.4M -80,061 -68%
APP
152
Avantax Planning Partners
Iowa
$6.34M -$4.23M -25,364 -40%
SA
153
Sanctuary Advisors
Indiana
$6.17M +$152K +854 +3%
CWM
154
Congress Wealth Management
Massachusetts
$6.15M -$7.42M -44,474 -55%
IFO
155
Independent Family Office
New York
$5.84M – – –
WB
156
WesBanco Bank
West Virginia
$5.68M -$152K -909 -3%
OFS
157
Oldfather Financial Services
Nebraska
$5.65M -$56.7K -340 -1%
HW
158
Hancock Whitney
Mississippi
$5.63M -$24.9K -149 -0.4%
OFG
159
Oxford Financial Group
Indiana
$5.6M -$667 -4 -0%
FPAS
160
Focus Partners Advisor Solutions
Missouri
$5.59M +$42K +252 +0.8%
LL
161
LWMG LLC
Minnesota
$5.45M +$550K +3,294 +11%
BF
162
Brooklyn FI
New York
$5.41M -$22.5K -135 -0.4%
NFC
163
Northeast Financial Consultants
Connecticut
$5.33M +$1.67K +10 +0%
XF
164
XML Financial
Maryland
$5.3M -$45.4K -272 -0.8%
SBH
165
Segall Bryant & Hamill
Illinois
$5.25M +$1.17M +6,989 +29%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$4.96M +$297K +1,780 +6%
Cambridge Investment Research Advisors
167
Cambridge Investment Research Advisors
Iowa
$4.94M -$185K -1,110 -4%
MML Investors Services
168
MML Investors Services
Massachusetts
$4.9M +$382K +2,293 +8%
ITB
169
Idaho Trust Bank
Idaho
$4.88M -$1.47M -8,797 -23%
MAM
170
McLean Asset Management
Virginia
$4.83M +$2.48K +15 +0.1%
AAS
171
Avantax Advisory Services
Texas
$4.65M -$1.45M -8,667 -24%
DSA
172
Droms Strauss Advisors
Missouri
$4.55M -$334K -2,001 -7%
FSWA
173
Financial Synergies Wealth Advisors
Texas
$4.5M +$23.2K +139 +0.5%
TAM
174
Titleist Asset Management
Texas
$4.48M -$284K -1,701 -6%
BF
175
BOK Financial
Oklahoma
$4.47M +$82.5K +506 +2%
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