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iShares Russell 2000 Value ETF
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Overview Fund Activity

1,043 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, 319 reducing their positions, and 52 closing their positions.

Holders
1,043
Holders Change
+78
Holders Change %
+8.08%
% of All Funds
13.89%
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
319
Closed
52
Calls
$89.5M
Puts
$24.4M
Net Calls
+$65.1M
Net Calls Change
-$57M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.1B
2
Morgan Stanley
2
Morgan Stanley
New York
$900M
3
Victory Capital Management
3
Victory Capital Management
Texas
$88.3M
4
Wells Fargo
4
Wells Fargo
California
$167M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$42.8M

Top Sellers

1
SV
1
Starboard Value
New York
$0
2
ECG
2
Edge Capital Group
Georgia
$937K
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$8.78M
4
US Bancorp
4
US Bancorp
Minnesota
$63.7M
5
FWI
5
Facet Wealth Inc
Maryland
$43.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PLFA
26
Pacific Life Fund Advisors
California
$58.5M +$14.9M +90,849 +34%
BPWM
27
Badgley Phelps Wealth Managers
Washington
$58.1M -$2.79K -17 -0%
JRP
28
Jasper Ridge Partners
California
$56.9M – – –
WT
29
Whittier Trust
California
$52.1M +$1.41M +8,575 +3%
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$50.2M +$381K +2,319 +0.8%
ANTB
31
AMG National Trust Bank
Colorado
$47.4M -$2.2M -13,463 -4%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$43.7M +$221K +1,347 +0.5%
FWI
33
Facet Wealth Inc
Maryland
$43.3M -$31.8M -190,025 -42%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$43.1M +$339K +2,067 +0.8%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$42.8M +$24.7M +150,199 +136%
MCM
36
MAI Capital Management
Ohio
$42.5M +$3.66M +22,281 +9%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$42.4M -$3.69M -22,457 -8%
SEI Investments
38
SEI Investments
Pennsylvania
$40.7M -$2.9M -17,659 -7%
CL
39
Choreo LLC
Illinois
$38.7M +$1.14M +6,961 +3%
WPW
40
Waldron Private Wealth
Pennsylvania
$38.2M -$572K -3,485 -1%
Ameriprise
41
Ameriprise
Minnesota
$38.2M +$10.3M +62,832 +37%
Allspring Global Investments
42
Allspring Global Investments
North Carolina
$38.1M -$646K -3,937 -2%
CFM
43
Comprehensive Financial Management
California
$37.8M – – –
Brown Advisory
44
Brown Advisory
Maryland
$37.3M +$5.81M +35,401 +18%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$37.1M +$750K +4,568 +2%
SGAM
46
Stephens Group Asset Management
Arkansas
$36.4M -$27.4K -167 -0.1%
WSFS
47
Wilmington Savings Fund Society
Delaware
$33.6M +$6.4K +39 +0%
Principal Financial Group
48
Principal Financial Group
Iowa
$33.1M +$23.6M +143,940 +249%
Truist Financial
49
Truist Financial
North Carolina
$31M +$161K +979 +0.5%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$30.4M -$2.04M -12,451 -6%
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