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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.

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
1
State Board of Administration of Florida Retirement System
Florida
$110M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70.7M
3
Bank of America
3
Bank of America
North Carolina
$1.02B
4
Wolverine Trading
4
Wolverine Trading
Illinois
$53.9M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$67M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$748M
2
B
2
Bailard
California
$8.68M
3
SV
3
Starboard Value
New York
$195M
4
Goldman Sachs
4
Goldman Sachs
New York
$168M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$35.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.02B 6,665,967 +421,747 +7%
Morgan Stanley
2
Morgan Stanley
New York
$748M 4,912,039 -1,158,522 -19%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$399M 2,634,629 +49,241 +2%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$377M 2,477,240 +131,310 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$298M 1,955,890 +7,359 +0.4%
SV
6
Starboard Value
New York
$195M 1,280,000 -425,000 -25%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$182M 1,192,760 -9,562 -0.8%
Goldman Sachs
8
Goldman Sachs
New York
$168M 1,101,454 -250,872 -19%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$158M 1,038,778 -165,041 -14%
DADC
10
D.A. Davidson & Co
Montana
$157M 1,034,129 +17,193 +2%
UBS Group
11
UBS Group
Switzerland
$155M 1,017,823 -50,356 -5%
M&T Bank
12
M&T Bank
New York
$146M 957,311 +41,251 +5%
APF
13
Alaska Permanent Fund
Alaska
$146M 850,047 – –
Wells Fargo
14
Wells Fargo
California
$138M 908,512 -54,281 -6%
Betterment LLC
15
Betterment LLC
New York
$136M 893,505 -39,495 -4%
LPL Financial
16
LPL Financial
California
$125M 820,669 +66,912 +9%
US Bancorp
17
US Bancorp
Minnesota
$117M 765,486 +51,231 +7%
State Board of Administration of Florida Retirement System
18
State Board of Administration of Florida Retirement System
Florida
$110M 720,322 +720,322 New
Charles Schwab
19
Charles Schwab
California
$102M 669,000 +96,798 +17%
Northern Trust
20
Northern Trust
Illinois
$96.1M 630,835 -172,492 -21%
CCWM
21
Cassaday & Co Wealth Management
Virginia
$88.3M 579,767 +12,254 +2%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$85.6M 562,084 -119,498 -18%
FWI
23
Facet Wealth Inc
Maryland
$71.9M 421,667 +61,792 +17%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70.7M 464,349 +464,349 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$68.5M 449,896 -40,000 -8%
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