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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
+$64.2M
4
Wolverine Trading
Wolverine Trading
Illinois
+$53.9M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$33.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$176M
2
B
Bailard
California
-$65.7M
3
SV
Starboard Value
New York
-$64.7M
4
Goldman Sachs
Goldman Sachs
New York
-$38.2M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$38M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSA
176
Droms Strauss Advisors
Missouri
$4.46M -$416K -2,733 -9%
TAM
177
Titleist Asset Management
Texas
$4.35M +$65K +427 +2%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$4.25M +$99.5K +653 +2%
WIC
179
Whitegate Investment Counselors
New Hampshire
$4.22M -$17.2K -113 -0.4%
MML Investors Services
180
MML Investors Services
Massachusetts
$4.12M -$585K -3,844 -12%
BF
181
BOK Financial
Oklahoma
$4.1M +$241K +1,581 +6%
FSWA
182
Financial Synergies Wealth Advisors
Texas
$4.09M +$55.3K +363 +1%
NFW
183
Noble Family Wealth
Florida
$4.03M – – –
SC
184
Sierra Capital
Florida
$4.02M -$1.9M -12,495 -32%
PFBT
185
Parkside Financial Bank & Trust
Missouri
$3.93M +$41.7K +274 +1%
UAS
186
United Asset Strategies
New York
$3.92M -$4.72K -31 -0.1%
EARNEST Partners
187
EARNEST Partners
Georgia
$3.84M -$791K -5,191 -17%
SIM
188
SSI Investment Management
California
$3.77M -$2.21M -14,514 -37%
HI
189
Harbour Investments
Wisconsin
$3.74M +$50.6K +332 +1%
PAG
190
Private Advisor Group
New Jersey
$3.74M -$481K -3,158 -11%
SBH
191
Segall Bryant & Hamill
Illinois
$3.73M -$455K -2,987 -11%
NA
192
NewEdge Advisors
Louisiana
$3.71M -$387K -2,538 -9%
MCCA
193
Mill Creek Capital Advisors
Pennsylvania
$3.66M +$3.66M +24,007 New
IFA
194
Interactive Financial Advisors
Illinois
$3.64M -$15.5K -102 -0.4%
SCM
195
SCS Capital Management
Massachusetts
$3.62M – – –
Boston Partners
196
Boston Partners
Massachusetts
$3.55M +$1.86M +12,188 +110%
BCIM
197
Bishop & Co Investment Management
Pennsylvania
$3.53M -$42.8K -281 -1%
PP
198
Prosperity Planning
Missouri
$3.49M -$46.5K -305 -1%
FWMM
199
Foundation Wealth Management (Missouri)
Missouri
$3.45M -$6.85K -45 -0.2%
EH
200
Equitable Holdings
New York
$3.43M -$134K -878 -4%
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