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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 %
EWM
551
Evermay Wealth Management
Virginia
$474K -$19.2K -115 -4%
NS
552
NBC Securities
Alabama
$473K +$20K +120 +4%
FLPIM
553
F.L. Putnam Investment Management
Massachusetts
$473K -$49K -294 -9%
CFP
554
Catalyst Financial Partners
Massachusetts
$468K
OMC
555
Old Mission Capital
Illinois
$467K -$1.48M -8,850 -76%
HF
556
Halpern Financial
Virginia
$461K
TI
557
Truepoint Inc
Ohio
$457K -$500 -3 -0.1%
DIS
558
Diversified Investment Strategies
Louisiana
$456K +$127K +761 +39%
CP
559
Creekside Partners
California
$453K +$834 +5 +0.2%
PWM
560
Paulson Wealth Management
Illinois
$453K
SA
561
SpiderRock Advisors
Delaware
$452K
FWTB
562
First Western Trust Bank
Colorado
$452K -$72.7K -436 -14%
TFO
563
Tarbox Family Office
California
$450K
FFM
564
Forum Financial Management
Illinois
$446K +$1K +6 +0.2%
BWM
565
Brown Wealth Management
Illinois
$444K -$1.84K -11 -0.4%
AGC
566
Aspen Grove Capital
Colorado
$443K +$77.9K +467 +21%
AIP
567
Ameritas Investment Partners
Nebraska
$434K -$70.9K -425 -14%
SFPG
568
Stonebridge Financial Planning Group
Florida
$433K -$82.2K -493 -16%
CFA
569
Cahill Financial Advisors
Minnesota
$433K -$39.4K -236 -8%
RCAG
570
Rehmann Capital Advisory Group
Michigan
$433K -$5.34K -32 -1%
PRWA
571
Platte River Wealth Advisors
Colorado
$430K
AFG
572
Argent Financial Group
Louisiana
$430K +$430K +2,579 New
CCG
573
Cypress Capital Group
Florida
$428K -$35.7K -214 -8%
PVI
574
Pine Valley Investments
New Jersey
$423K -$215K -1,286 -34%
PCMC
575
Paragon Capital Management (Colorado)
Colorado
$421K -$318K -1,903 -43%