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iShares Russell 2000 Value ETF

965 hedge funds and large institutions have $9.26B invested in iShares Russell 2000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 275 increasing their positions, 350 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
+47
Holders Change %
+5.12%
% of All Funds
13.96%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.36%
New
104
Increased
275
Reduced
350
Closed
46
Calls
$156M
Puts
$34.4M
Net Calls
+$122M
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
426
Capital Analysts LLC
Pennsylvania
$801K +$120K +721 +18%
AWM
427
Aprio Wealth Management
Georgia
$795K -$62.4K -374 -7%
CFFP
428
Center for Financial Planning
Michigan
$794K -$20K -120 -2%
FCM
429
Firestone Capital Management
Florida
$794K
DB
430
Dravo Bay
Delaware
$790K -$85.7K -514 -10%
SL
431
Sentinus LLC
Illinois
$785K +$646K +6,420 +467%
HPM
432
Hoxton Planning & Management
West Virginia
$771K -$70.4K -422 -8%
AWA
433
Arkadios Wealth Advisors
Georgia
$769K -$87.2K -523 -10%
FBFS
434
First Business Financial Services
Wisconsin
$768K
GIS
435
Grayhawk Investment Strategies
Alberta, Canada
$765K +$765K +4,586 New
KWM
436
Kingsview Wealth Management
Oregon
$765K +$133K +796 +21%
PFM
437
Phillips Financial Management
Indiana
$762K
GPA
438
Guidance Point Advisors
Massachusetts
$758K +$3.34K +20 +0.4%
CB
439
Centennial Bank
Arkansas
$757K -$13.2K -79 -2%
DI
440
Disciplined Investments
Oklahoma
$757K +$667 +4 +0.1%
TW
441
Transform Wealth
Colorado
$753K +$12.8K +77 +2%
WFS
442
Widmann Financial Services
Maryland
$749K -$20.7K -124 -3%
AWM
443
Avior Wealth Management
Nebraska
$748K -$28.4K -170 -4%
OCG
444
Opus Capital Group
Ohio
$747K
SIA
445
Stegner Investment Associates
Kentucky
$746K -$15K -90 -2%
ONB
446
Old National Bancorp
Indiana
$739K -$684K -4,100 -48%
MCWS
447
McKinley Carter Wealth Services
West Virginia
$737K -$352K -2,111 -32%
FFA
448
Farther Finance Advisors
California
$736K +$483K +2,896 +191%
AI
449
Atria Investments
North Carolina
$734K -$966K -5,794 -57%
BC
450
Bricktown Capital
Michigan
$732K -$101K -603 -12%