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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 %
BFM
526
Broadview Financial Management
Wisconsin
$508K -$6.34K -38 -1%
CWM
527
Cahaba Wealth Management
Georgia
$506K +$57.1K +342 +13%
AA
528
Ancora Advisors
Ohio
$506K
KFI
529
Key Financial Inc
Pennsylvania
$504K
KMWM
530
Keudell/Morrison Wealth Management
Oregon
$500K
NP
531
NorthRock Partners
Minnesota
$498K
CWM
532
Castle Wealth Management
Florida
$498K -$12.5K -75 -2%
SCA
533
St. Clair Advisors
Ohio
$491K
AP
534
Appleton Partners
Massachusetts
$489K -$62.5K -375 -11%
CB
535
Cadence Bank
Mississippi
$487K +$487K +2,917 New
DTC
536
Davidson Trust Company
Washington
$485K +$59.3K +355 +14%
SWM
537
Spire Wealth Management
Virginia
$483K +$32K +192 +7%
CCT
538
Chemung Canal Trust
New York
$483K -$876K -5,252 -64%
CNBT
539
Canandaigua National Bank & Trust
New York
$482K
EFG
540
Embree Financial Group
Illinois
$482K -$13.7K -82 -3%
NL
541
NDWM LLC
California
$482K -$69.6K -417 -13%
CS
542
Cannell & Spears
New York
$482K +$18K +108 +4%
ES
543
Eagle Strategies
New York
$481K -$8.01K -48 -2%
LSA
544
Lion Street Advisors
Texas
$480K
NB
545
NBT Bank
New York
$480K -$44.2K -265 -8%
SGCA
546
Steel Grove Capital Advisors
Tennessee
$480K
CAG
547
Curtis Advisory Group
California
$475K -$4.84K -29 -1%
MFWP
548
Mosaic Family Wealth Partners
Missouri
$474K +$5.67K +34 +1%
CIP
549
Chartwell Investment Partners
Pennsylvania
$474K -$253K -1,515 -35%
CIBC World Market
550
CIBC World Market
Ontario, Canada
$474K -$15.8K -95 -3%