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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 %
NL
326
NWAM LLC
Washington
$1.48M +$141K +858 +11%
CAM
327
Cozad Asset Management
Illinois
$1.47M +$110K +670 +8%
SPIA
328
Steward Partners Investment Advisory
New York
$1.45M -$23K -140 -2%
GVAG
329
Great Valley Advisor Group
Delaware
$1.45M -$255K -1,556 -15%
BMCM
330
Bryn Mawr Capital Management
Pennsylvania
$1.45M -$2.79K -17 -0.2%
FCBT
331
First Citizens Bank & Trust
North Carolina
$1.44M -$247K -1,503 -15%
BCM
332
BluePointe Capital Management
California
$1.42M -$59.8K -364 -4%
UF
333
Univest Financial
Pennsylvania
$1.42M +$1.42M +8,626 New
UB
334
UMB Bank
Missouri
$1.41M -$817K -4,978 -37%
AFG
335
Altiora Financial Group
Ohio
$1.41M
SFG
336
Sterling Financial Group
California
$1.4M
LWCFA
337
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.39M -$115K -680 -8%
WAS
338
Wealth Advisory Solutions
Indiana
$1.37M +$122K +745 +10%
AFG
339
Allegheny Financial Group
Pennsylvania
$1.37M +$767K +4,674 +128%
MWM
340
Meridian Wealth Management
Kentucky
$1.36M +$16.3K +99 +1%
IWC
341
Integrated Wealth Concepts
Massachusetts
$1.36M -$1.03M -6,285 -43%
SWP
342
Stratos Wealth Partners
Ohio
$1.34M +$103K +625 +8%
MMHP
343
Murphy Middleton Hinkle & Parker
Georgia
$1.34M +$381K +2,319 +40%
ATC
344
Argent Trust Co
Tennessee
$1.34M -$63.5K -387 -5%
WIM
345
WealthPlan Investment Management
Nebraska
$1.33M +$204K +1,242 +18%
FFC
346
Frederick Financial Consultants
Maryland
$1.29M +$1.29M +7,880 New
EWA
347
Exencial Wealth Advisors
Oklahoma
$1.29M -$84.9K -517 -6%
CWM
348
Cornerstone Wealth Management
Missouri
$1.29M -$4.43K -27 -0.3%
TFF
349
The Family Firm
Maryland
$1.28M +$6.57K +40 +0.5%
HCA
350
Harbour Capital Advisors
Virginia
$1.26M -$19.9K -120 -2%