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iShares Russell 2000 Value ETF
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Overview Fund Activity

1,043 hedge funds and large institutions have $9.15B invested in iShares Russell 2000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 323 increasing their positions, 319 reducing their positions, and 52 closing their positions.

Holders
1,043
Holders Change
+78
Holders Change %
+8.08%
% of All Funds
13.89%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
155
Increased
323
Reduced
319
Closed
52
Calls
$89.5M
Puts
$24.4M
Net Calls
+$65.1M
Net Calls Change
-$57M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$97.5M
2
Bank of America
2
Bank of America
North Carolina
$1.1B
3
Morgan Stanley
3
Morgan Stanley
New York
$900M
4
Victory Capital Management
4
Victory Capital Management
Texas
$88.3M
5
Wells Fargo
5
Wells Fargo
California
$167M

Top Sellers

1
SV
1
Starboard Value
New York
$0
2
ECG
2
Edge Capital Group
Georgia
$937K
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$8.78M
4
US Bancorp
4
US Bancorp
Minnesota
$63.7M
5
FWI
5
Facet Wealth Inc
Maryland
$43.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.1B 6,717,220 +399,082 +6%
Morgan Stanley
2
Morgan Stanley
New York
$900M 5,483,192 +292,296 +6%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$449M 2,737,898 +5,187 +0.2%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$448M 2,729,738 +145,085 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$339M 2,064,259 +88,449 +4%
APF
6
Alaska Permanent Fund
Alaska
$202M 1,232,534 -182,339 -13%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$200M 1,219,525 +20,081 +2%
Goldman Sachs
8
Goldman Sachs
New York
$184M 1,121,580 +38,461 +4%
DADC
9
D.A. Davidson & Co
Montana
$177M 1,080,253 +30,257 +3%
M&T Bank
10
M&T Bank
New York
$172M 1,045,357 -108,942 -9%
Wells Fargo
11
Wells Fargo
California
$167M 1,019,206 +154,232 +18%
LPL Financial
12
LPL Financial
California
$163M 994,993 -18,115 -2%
UBS Group
13
UBS Group
Switzerland
$158M 963,573 -38,911 -4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$151M 920,007 -12,461 -1%
Betterment LLC
15
Betterment LLC
New York
$136M 829,076 -40,655 -5%
Charles Schwab
16
Charles Schwab
California
$112M 679,484 -6,567 -1%
Northern Trust
17
Northern Trust
Illinois
$102M 619,500 +5,853 +1%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$101M 612,313 -19,894 -3%
CCWM
19
Cassaday & Co Wealth Management
Virginia
$99M 603,320 +10,244 +2%
Raymond James Financial
20
Raymond James Financial
Florida
$97.5M 594,013 +594,013 New
Victory Capital Management
21
Victory Capital Management
Texas
$88.3M 537,775 +219,475 +69%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$87.9M 535,177 +64,840 +14%
B
23
Bailard
California
$82.5M 502,799 -4,138 -0.8%
US Bancorp
24
US Bancorp
Minnesota
$63.7M 388,055 -335,520 -46%
CB
25
Commerce Bank
Missouri
$58.7M 357,808 -7,418 -2%
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