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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 %
CNBT
576
Canandaigua National Bank & Trust
New York
$475K
CS
577
Cannell & Spears
New York
$474K +$164 +1 +0%
SGCA
578
Steel Grove Capital Advisors
Tennessee
$473K
LSA
579
Lion Street Advisors
Texas
$473K
GAG
580
GM Advisory Group
New York
$471K +$272K +1,658 +137%
AP
581
Appleton Partners
Massachusetts
$469K -$12K -73 -2%
EWM
582
Evermay Wealth Management
Virginia
$466K
XT
583
XTX Topco
Cayman Islands
$466K +$466K +2,838 New
HT
584
Heritage Trust
Oklahoma
$465K +$465K +2,831 New
LWM
585
Lionshead Wealth Management
New York
$463K +$463K +2,823 New
CIBC World Market
586
CIBC World Market
Ontario, Canada
$462K -$4.76K -29 -1%
CFP
587
Catalyst Financial Partners
Massachusetts
$461K
ANBT
588
American National Bank & Trust
Texas
$460K -$49.3K -300 -10%
SWM
589
Spire Wealth Management
Virginia
$459K -$16.9K -103 -4%
DWM
590
Diversify Wealth Management
Utah
$458K +$232K +1,452 +103%
JSAM
591
J. Safra Asset Management
New York
$458K +$458K +2,800 New
DTC
592
Davidson Trust Company
Washington
$455K -$22.5K -137 -5%
EAM
593
Eschler Asset Management
United Kingdom
$451K +$205K +1,250 +83%
MFWP
594
Mosaic Family Wealth Partners
Missouri
$451K -$16.1K -98 -3%
PS
595
Principal Securities
Iowa
$448K +$87.2K +531 +24%
Financial Engines Advisors
596
Financial Engines Advisors
California
$447K +$175K +1,067 +64%
CP
597
Creekside Partners
California
$447K +$985 +6 +0.2%
PWM
598
Paulson Wealth Management
Illinois
$446K
TFO
599
Tarbox Family Office
California
$443K
FWTB
600
First Western Trust Bank
Colorado
$438K -$6.4K -39 -1%