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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 %
RWP
201
RWA Wealth Partners
Massachusetts
$3.43M -$2.29K -15 -0.1%
FCI
202
Financial Counselors Inc
Kansas
$3.33M -$68.5K -450 -2%
GAB
203
German American Bancorp
Indiana
$3.31M -$56.4K -370 -2%
NWM
204
Northwest Wealth Management
Iowa
$3.24M -$40.4K -265 -1%
AB
205
Atlas Brown
Kentucky
$3.19M +$14.2K +93 +0.4%
Envestnet Portfolio Solutions
206
Envestnet Portfolio Solutions
Illinois
$3.18M -$878K -5,765 -22%
RJT
207
Raymond James Trust
Florida
$3.15M -$156K -1,022 -5%
BIM
208
Bridges Investment Management
Nebraska
$3.14M +$599K +3,935 +24%
HCA
209
Harbor Capital Advisors
Illinois
$3.14M +$1.66M +10,891 +112%
IP
210
Investment Partners
Ohio
$3.13M -$81.6K -536 -3%
VW
211
Vance Wealth
California
$3.11M +$161K +1,056 +5%
AWS
212
Atria Wealth Solutions
New York
$3.11M +$96.3K +632 +3%
CHC
213
City Holding Co
West Virginia
$3.09M +$28K +184 +0.9%
IIC
214
Integrated Investment Consultants
Michigan
$3.07M – – –
TYCC
215
Texas Yale Capital Corp
Florida
$3.03M – – –
TFA
216
Tobias Financial Advisors
Florida
$2.87M -$97.9K -643 -3%
GIA
217
GHP Investment Advisors
Colorado
$2.87M -$78.1K -513 -3%
VWA
218
Visionary Wealth Advisors
Illinois
$2.86M +$36.6K +240 +1%
CTC
219
Central Trust Company
Missouri
$2.86M -$22.8K -150 -0.8%
SCP
220
Stevens Capital Partners
Nebraska
$2.81M -$177K -1,165 -6%
Janney Montgomery Scott
221
Janney Montgomery Scott
Pennsylvania
$2.74M +$121K +797 +5%
CCB
222
Country Club Bank
Missouri
$2.72M -$291K -1,928 -10%
FWM
223
FMA Wealth Management
Massachusetts
$2.69M -$152 -1 -0%
Jane Street
224
Jane Street
New York
$2.69M +$2.22M +14,551 +471%
EWM
225
Empirical Wealth Management
Washington
$2.63M -$76.2K -500 -3%
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