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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 %
CWM
426
Connecticut Wealth Management
Connecticut
$863K -$78K -475 -8%
SAM
427
Strive Asset Management
Ohio
$860K +$860K +5,237 New
Simplex Trading
428
Simplex Trading
Illinois
$859K +$275K +1,678 +47%
HCC
429
Hirtle Callaghan & Co
Pennsylvania
$858K
MWP
430
MYCIO Wealth Partners
Pennsylvania
$855K +$3.61K +22 +0.4%
CAL
431
Capital Analysts LLC
Pennsylvania
$854K +$66.2K +403 +8%
COFSG
432
Carbahal Olsen Financial Services Group
California
$845K +$845K +5,148 New
SWA
433
Sax Wealth Advisors
New Jersey
$845K
AWA
434
Arkadios Wealth Advisors
Georgia
$842K +$84.9K +517 +11%
PWM
435
Perigon Wealth Management
California
$837K -$19.3K -116 -2%
SFA
436
Sequoia Financial Advisors
Ohio
$831K -$231K -1,406 -22%
MFG
437
Magnus Financial Group
New York
$823K +$328 +2 +0%
CANC
438
Culbertson A N & Co
Virginia
$822K +$6.57K +40 +0.8%
VCS
439
Vaughan & Co Securities
New Jersey
$816K -$5.58K -34 -0.7%
ST
440
Sabal Trust
Florida
$810K
SFC
441
Strategic Financial Concepts
Texas
$803K +$9.69K +59 +1%
RLWM
442
RF&L Wealth Management
Massachusetts
$800K
GCM
443
Gables Capital Management
Florida
$796K
CFB
444
Cullen/Frost Bankers
Texas
$794K -$19.9K -121 -2%
TC
445
TownSquare Capital
Utah
$794K -$33.5K -204 -4%
CPA
446
Cardiff Park Advisors
California
$790K +$821 +5 +0.1%
VCP
447
Verus Capital Partners
Arizona
$786K -$73.9K -450 -9%
HTC
448
Haverford Trust Company
Pennsylvania
$785K -$150K -913 -16%
CFFP
449
Center for Financial Planning
Michigan
$781K
FCM
450
Firestone Capital Management
Florida
$781K -$328 -2 -0%