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iShares Russell 2000 Value ETF

1,044 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, 320 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,044
Holders Change
+79
Holders Change %
+8.19%
% of All Funds
13.9%
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
320
Closed
52
Calls
$89.5M
Puts
$24.4M
Net Calls
+$65.1M
Net Calls Change
-$57M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
251
Clearstead Advisors
Ohio
$2.44M -$1.3M -7,942 -35%
BPA
252
Beacon Pointe Advisors
California
$2.43M +$260K +1,581 +12%
Lido Advisors
253
Lido Advisors
California
$2.39M +$407K +2,481 +21%
WAP
254
Wealthcare Advisory Partners
Pennsylvania
$2.38M +$88K +536 +4%
PFP
255
Pinnacle Financial Partners
Tennessee
$2.38M +$48.2K +291 +2%
BCWM
256
Bartlett & Co Wealth Management
Ohio
$2.36M -$44.8K -273 -2%
GRP
257
Global Retirement Partners
California
$2.36M -$78.5K -478 -3%
CAM
258
Cobblestone Asset Management
Virginia
$2.36M +$2.36M +14,358 New
RFC
259
Regions Financial Corp
Alabama
$2.35M +$14.1K +86 +0.6%
PRCP
260
Pacific Ridge Capital Partners
Oregon
$2.32M +$2.32M +14,129 New
HR
261
Hardy Reed
Mississippi
$2.25M
EWA
262
EverSource Wealth Advisors
Alabama
$2.25M +$90.6K +552 +4%
DWT
263
Dorsey & Whitney Trust
South Dakota
$2.18M
ACM
264
Alamar Capital Management
California
$2.17M +$133K +813 +7%
MWM
265
Moran Wealth Management
Florida
$2.14M +$1.93M +11,740 +896%
QCG
266
Quadrant Capital Group
Ohio
$2.13M
KA
267
Klingman & Associates
New York
$2.12M
Nuveen Asset Management
268
Nuveen Asset Management
Illinois
$2.11M +$2.11M +12,880 New
MA
269
Marquette Associates
Illinois
$2.11M +$11K +67 +0.5%
WTB
270
Washington Trust Bank
Washington
$2.1M -$493 -3 -0%
Toronto Dominion Bank
271
Toronto Dominion Bank
Ontario, Canada
$2.09M +$266K +1,620 +15%
SYBT
272
Stock Yards Bank & Trust
Kentucky
$2.09M +$185K +1,124 +10%
LBC
273
Lowe Brockenbrough & Co
Virginia
$2.09M -$102K -622 -5%
CFG
274
Clayton Financial Group
Missouri
$2.07M -$152K -923 -7%
YIH
275
Y-Intercept (HK)
Hong Kong
$2.06M +$2.06M +12,569 New