IWN icon

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 %
UCFA
451
United Capital Financial Advisors
Texas
$727K +$22.4K +134 +3%
BFC
452
Bedel Financial Consulting
Indiana
$726K +$167 +1 +0%
AA
453
Auxano Advisors
Washington
$724K
First Manhattan
454
First Manhattan
New York
$714K +$111K +665 +18%
FBB
455
Fulton Breakefield Broenniman
Maryland
$698K
AWA
456
Arete Wealth Advisors
Illinois
$697K +$333 +2 +0%
BBHC
457
Brown Brothers Harriman & Co
New York
$688K +$631K +3,784 +1,113%
AFC
458
AFT Forsyth & Company
Florida
$677K -$1.67K -10 -0.2%
NW
459
NewEdge Wealth
Pennsylvania
$675K +$105K +631 +18%
DCM
460
Dimension Capital Management
Florida
$673K +$291K +1,747 +76%
HWA
461
Heritage Wealth Advisors
Virginia
$667K -$10K -60 -1%
Bank of Nova Scotia
462
Bank of Nova Scotia
Ontario, Canada
$667K
THL
463
Tillman Hartley LLC
Colorado
$665K
JFG
464
JMG Financial Group
Illinois
$664K +$664K +3,983 New
PTC
465
Private Trust Company
Ohio
$655K -$28.7K -172 -4%
LT
466
Legacy Trust
Michigan
$652K -$1.67K -10 -0.3%
LSPW
467
Lake Street Private Wealth
Illinois
$651K +$121K +723 +23%
WWM
468
Western Wealth Management
Colorado
$647K +$83.1K +498 +15%
SVWAG
469
Sound View Wealth Advisors Group
Georgia
$644K +$86.1K +516 +15%
RIA
470
Retirement Investment Advisors
Oklahoma
$639K +$43.7K +262 +7%
P
471
&Partners
Tennessee
$638K +$340K +2,040 +114%
WA
472
Wealthstream Advisors
New York
$637K
PHAM
473
Palisades Hudson Asset Management
Florida
$632K +$2K +12 +0.3%
SPC
474
Sigma Planning Corp
Michigan
$627K -$14.5K -87 -2%
WF
475
Welch & Forbes
Massachusetts
$622K -$13.2K -79 -2%