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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 %
EWM
451
Evercore Wealth Management
New York
$780K -$12.8K -78 -2%
FNBT
452
FineMark National Bank & Trust
Florida
$779K -$64.8K -395 -8%
OCG
453
Opus Capital Group
Ohio
$774K +$39.2K +239 +5%
AWM
454
Aprio Wealth Management
Georgia
$774K -$8.87K -54 -1%
DI
455
Disciplined Investments
Oklahoma
$771K +$26.4K +161 +4%
DC
456
Davenport & Co
Virginia
$770K +$770K +4,688 New
GC
457
Garde Capital
Washington
$760K -$30K -183 -4%
KWM
458
Kingsview Wealth Management
Oregon
$759K +$6.24K +38 +0.8%
FBFS
459
First Business Financial Services
Wisconsin
$756K
EP
460
Essential Planning
New Hampshire
$755K +$755K +4,470 New
RWIA
461
Roger Wittlin Investment Advisory
California
$755K +$368K +2,239 +95%
GIS
462
Grayhawk Investment Strategies
Alberta, Canada
$753K
FG
463
Foster Group
Iowa
$753K -$37.1K -226 -5%
HPM
464
Hoxton Planning & Management
West Virginia
$751K -$7.72K -47 -1%
PFM
465
Phillips Financial Management
Indiana
$750K
GPA
466
Guidance Point Advisors
Massachusetts
$749K +$3.78K +23 +0.5%
BW
467
BIP Wealth
Georgia
$749K +$154K +938 +26%
ST
468
Smithfield Trust
Pennsylvania
$749K -$109K -675 -13%
TW
469
Transform Wealth
Colorado
$748K +$6.4K +39 +0.9%
WFS
470
Widmann Financial Services
Maryland
$739K +$1.31K +8 +0.2%
MMA
471
Miracle Mile Advisors
California
$738K -$99.8K -608 -12%
FFA
472
Farther Finance Advisors
California
$738K +$13.3K +81 +2%
BFC
473
Bedel Financial Consulting
Indiana
$737K +$1.18K +7 +0.2%
NW
474
Naviter Wealth
Arkansas
$729K +$729K +4,439 New
DB
475
Dravo Bay
Delaware
$726K -$51.4K -313 -7%