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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 %
ALA
401
Atlas Legacy Advisors
California
$991K +$991K +6,038 New
NSIM
402
North Star Investment Management
Illinois
$987K -$6.24K -38 -0.6%
HCMT
403
Highland Capital Management (Tennessee)
Tennessee
$986K -$6.73K -41 -0.7%
FB
404
First Bancorp
Maine
$985K
PMAM
405
Picton Mahoney Asset Management
Ontario, Canada
$985K -$7.4M -45,058 -88%
BCM
406
Becker Capital Management
Oregon
$983K -$113K -691 -10%
MPWT
407
MassMutual Private Wealth & Trust
Connecticut
$973K -$5.25K -32 -0.5%
CFG
408
Citizens Financial Group
Rhode Island
$963K -$744K -4,530 -44%
AAS
409
Ameritas Advisory Services
Nebraska
$942K +$718K +4,372 +320%
ECG
410
Edge Capital Group
Georgia
$937K -$206M -5,729 -100%
SIMC
411
Squire Investment Management Company
Utah
$937K +$52.5K +320 +6%
HCM
412
Howland Capital Management
Massachusetts
$933K -$1.97K -12 -0.2%
NRI
413
NFP Retirement Inc
California
$924K +$164 +1 +0%
EGA
414
E&G Advisors
Texas
$917K +$57.5K +350 +7%
SCM
415
SOL Capital Management
Maryland
$913K
IAN
416
Integrated Advisors Network
Texas
$905K -$32.8K -200 -4%
GIA
417
Goodwin Investment Advisory
Georgia
$898K -$14.8K -90 -2%
FFA
418
First Foundation Advisors
California
$898K -$19.2K -117 -2%
UWPG
419
Ullmann Wealth Partners Group
Florida
$895K -$58.3K -355 -6%
JIR
420
James Investment Research
Ohio
$892K -$24.1K -147 -3%
KTA
421
Keeley-Teton Advisors
Illinois
$883K
PFA
422
Pettinga Financial Advisors
Indiana
$883K -$218K -1,325 -20%
BAM
423
Bosun Asset Management
Illinois
$878K
PFP
424
Paragon Financial Partners
California
$872K -$73.1K -445 -8%
RA
425
Rodgers & Associates
Pennsylvania
$869K