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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 %
DWP
526
Daymark Wealth Partners
Ohio
$571K +$5.42K +33 +1%
TAM
527
Townsend Asset Management
North Carolina
$571K +$2.96K +18 +0.5%
TNA
528
True North Advisors
Texas
$570K
AT
529
American Trust
Kentucky
$566K +$566K +3,448 New
LT
530
Legacy Trust
Michigan
$564K -$78K -475 -12%
JWA
531
JFS Wealth Advisors
Pennsylvania
$560K +$164 +1 +0%
CGPCS
532
Capital Group Private Client Services
California
$554K +$5.25K +32 +1%
PVI
533
Pine Valley Investments
New Jersey
$554K +$138K +840 +33%
IFPG
534
Intrepid Financial Planning Group
Indiana
$553K -$34.5K -210 -6%
DWM
535
Dakota Wealth Management
Florida
$551K +$351K +2,140 +176%
SVWAG
536
Sound View Wealth Advisors Group
Georgia
$550K -$84.2K -513 -13%
ATPW
537
Ashton Thomas Private Wealth
Arizona
$549K +$31.7K +193 +6%
ANB
538
Amarillo National Bank
Texas
$548K -$32.5K -198 -6%
CPIG
539
Chicago Partners Investment Group
Illinois
$547K -$17.3K -106 -3%
AA
540
Alesco Advisors
New York
$546K -$4.1K -25 -0.7%
FAIM
541
Financial Advocates Investment Management
Washington
$545K -$23.2K -141 -4%
STA
542
Smith Thornton Advisors
Alabama
$529K
PI
543
PFG Investments
New York
$527K -$36.3K -221 -6%
Balyasny Asset Management
544
Balyasny Asset Management
Illinois
$527K +$527K +3,211 New
FFN
545
Focus Financial Network
Minnesota
$525K -$26.8K -163 -5%
CT
546
Colonial Trust
South Carolina
$522K -$5.28K -31 -1%
WGC
547
Watts Gwilliam & Co
Arizona
$522K +$657 +4 +0.1%
AC
548
Apella Capital
Connecticut
$518K +$1.97K +12 +0.4%
DJSG
549
D.J. St. Germain
Massachusetts
$518K -$164 -1 -0%
PPWP
550
Premier Path Wealth Partners
New Jersey
$517K