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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
Bank of America
North Carolina
$1.1B
2
Morgan Stanley
Morgan Stanley
New York
$900M
3
Victory Capital Management
Victory Capital Management
Texas
$88.3M
4
Wells Fargo
Wells Fargo
California
$167M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$42.8M

Top Sellers

1
SV
Starboard Value
New York
$0
2
ECG
Edge Capital Group
Georgia
$937K
3
VNIM
Vaughan Nelson Investment Management
Texas
$8.78M
4
US Bancorp
US Bancorp
Minnesota
$63.7M
5
FWI
Facet Wealth Inc
Maryland
$43.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
226
Tobias Financial Advisors
Florida
$3.06M +$2.3K +14 +0.1%
VWA
227
Visionary Wealth Advisors
Illinois
$3.05M -$33K -201 -1%
SCP
228
Stevens Capital Partners
Nebraska
$3.03M +$4.93K +30 +0.2%
GIA
229
GHP Investment Advisors
Colorado
$3.02M -$44.8K -273 -1%
BMWS
230
Brady Martz Wealth Solutions
North Dakota
$2.93M +$2.93M +17,951 New
Wealthfront Advisers
231
Wealthfront Advisers
California
$2.93M +$619K +3,771 +27%
AWS
232
Atria Wealth Solutions
New York
$2.91M -$188K -1,147 -6%
GWM
233
Geneos Wealth Management
Colorado
$2.82M +$1.31K +8 +0%
CCB
234
Country Club Bank
Missouri
$2.81M -$147K -899 -5%
CCA
235
Checchi Capital Advisers
California
$2.81M +$2.81M +17,122 New
GC
236
Grimes & Company
Massachusetts
$2.78M +$22.2K +135 +0.8%
FF
237
Finley Financial
Nevada
$2.76M +$2.76M +16,605 New
EWM
238
Empirical Wealth Management
Washington
$2.76M -$74.2K -452 -3%
IP
239
Investment Partners
Ohio
$2.75M -$17.7K -108 -0.6%
AP
240
Advisors Preferred
Maryland
$2.69M -$14.3M -86,964 -84%
WAM
241
Weinberger Asset Management
California
$2.67M -$21.7K -132 -0.8%
OIA
242
OneDigital Investment Advisors
Kansas
$2.61M +$5.75K +35 +0.2%
Squarepoint
243
Squarepoint
New York
$2.61M +$2.61M +15,883 New
ACA
244
Atlas Capital Advisors
Wyoming
$2.59M +$2.13K +13 +0.1%
SLT
245
St Louis Trust
Missouri
$2.58M – – –
FWP
246
Falcon Wealth Planning
California
$2.57M +$181K +1,105 +8%
AMG
247
Asset Management Group
Connecticut
$2.51M +$11.5K +70 +0.5%
WA
248
Wealth Architects
California
$2.47M -$30.2K -184 -1%
FTUS
249
Flow Traders U.S.
New York
$2.46M +$2.46M +14,974 New
AWM
250
AE Wealth Management
Kansas
$2.44M +$812K +4,943 +50%
8 9
10
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