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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 %
FFM
551
Forum Financial Management
Illinois
$510K +$70.8K +431 +16%
NP
552
NorthRock Partners
Minnesota
$507K +$16.9K +103 +3%
PIMG
553
Patriot Investment Management Group
Tennessee
$506K
CCG
554
Coastwise Capital Group
California
$503K +$2.63K +16 +0.5%
BGIM
555
Brandywine Global Investment Management
Pennsylvania
$502K +$502K +3,060 New
MWA
556
Monograph Wealth Advisors
California
$502K
CWM
557
Cahaba Wealth Management
Georgia
$501K +$2.63K +16 +0.5%
AA
558
Ancora Advisors
Ohio
$498K
KFI
559
Key Financial Inc
Pennsylvania
$496K -$164 -1 -0%
CCT
560
Chemung Canal Trust
New York
$494K +$18.6K +113 +4%
ES
561
Eagle Strategies
New York
$494K +$20.4K +124 +4%
SFG
562
Sage Financial Group
Pennsylvania
$493K -$11.2K -68 -2%
KMWM
563
Keudell/Morrison Wealth Management
Oregon
$493K
RWM
564
Riverbend Wealth Management
South Carolina
$493K +$493K +3,000 New
BI
565
Berkeley Inc
Idaho
$492K -$515K -3,138 -51%
CAG
566
Curtis Advisory Group
California
$492K +$25K +152 +5%
DFG
567
Delta Financial Group
New Jersey
$492K +$492K +2,998 New
CWM
568
Castle Wealth Management
Florida
$490K +$164 +1 +0%
KWM
569
Keebeck Wealth Management
Illinois
$487K -$90.3K -550 -16%
SCM
570
Sage Capital Management
New Jersey
$485K -$84.7K -516 -15%
BFM
571
Broadview Financial Management
Wisconsin
$484K -$16.1K -98 -3%
SCA
572
St. Clair Advisors
Ohio
$483K
SFPG
573
Stonebridge Financial Planning Group
Florida
$478K +$51.7K +315 +12%
CB
574
Cadence Bank
Mississippi
$476K -$2.63K -16 -0.5%
EFG
575
Embree Financial Group
Illinois
$475K +$328 +2 +0.1%