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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 %
RWM
501
Rialto Wealth Management
New York
$631K +$631K +3,841 New
CIM
502
Confluence Investment Management
Missouri
$627K +$107K +650 +20%
WA
503
Wealthstream Advisors
New York
$627K
JFG
504
JMG Financial Group
Illinois
$624K -$29.6K -180 -5%
WWM
505
Western Wealth Management
Colorado
$624K -$12.1K -74 -2%
SWA
506
Strategies Wealth Advisors
Michigan
$622K +$10.6K +63 +2%
JFGIW
507
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$620K -$223K -1,330 -26%
IA
508
IFP Advisors
Florida
$617K +$223K +1,360 +57%
SPC
509
Sigma Planning Corp
Michigan
$617K -$657 -4 -0.1%
PHAM
510
Palisades Hudson Asset Management
Florida
$615K -$7.06K -43 -1%
WF
511
Welch & Forbes
Massachusetts
$612K
GIA
512
Gladstone Institutional Advisory
Florida
$611K +$31.8K +194 +5%
LTAS
513
Linden Thomas Advisory Services
North Carolina
$610K +$610K +3,717 New
CAAM
514
Cornerstone Advisors Asset Management
Pennsylvania
$608K
FFG
515
Fiduciary Financial Group
California
$606K -$2.08K -13 -0.3%
BJL
516
Brighton Jones LLC
Washington
$595K +$14.9K +91 +3%
DPI
517
Diversified Portfolios Inc
Michigan
$594K -$5.75K -35 -1%
OSAM
518
O'Shaughnessy Asset Management
Connecticut
$591K +$11K +67 +2%
CC
519
Chicago Capital
Illinois
$588K -$19.5K -119 -3%
PSA
520
Plum Street Advisors
Louisiana
$585K -$1.97K -12 -0.3%
MWM
521
Maltin Wealth Management
New Jersey
$582K -$1.7M -10,352 -74%
KPWM
522
KDK Private Wealth Management
Texas
$579K +$579K +3,526 New
LFS
523
Lutz Financial Services
Nebraska
$578K -$1.81K -11 -0.3%
GCM
524
Gator Capital Management
Florida
$574K
TIAAOA
525
Teachers Insurance & Annuity Association of America
New York
$574K