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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 %
FLPIM
601
F.L. Putnam Investment Management
Massachusetts
$433K -$32K -195 -7%
Empower Advisory Group
602
Empower Advisory Group
Colorado
$433K +$126K +769 +41%
PCMC
603
Paragon Capital Management (Colorado)
Colorado
$433K +$17.9K +109 +4%
TPI
604
Trust Point Inc
Wisconsin
$429K +$200K +1,219 +88%
FF
605
Friday Financial
Iowa
$428K +$428K +2,605 New
TCWM
606
Total Clarity Wealth Management
Illinois
$423K +$226K +1,376 +115%
CFA
607
Cahill Financial Advisors
Minnesota
$422K -$4.76K -29 -1%
HFS
608
Hopwood Financial Services
Virginia
$421K +$421K +2,562 New
MFIM
609
Mesirow Financial Investment Management
Illinois
$420K +$37.4K +228 +10%
LSWP
610
Liberty Square Wealth Partners
Pennsylvania
$419K +$419K +2,503 New
LCGC
611
Legacy Capital Group California
California
$417K +$4.43K +27 +1%
CCM
612
Cullen Capital Management
New York
$417K +$417K +2,538 New
TWP
613
Triad Wealth Partners
Kansas
$413K +$413K +2,515 New
RCAG
614
Rehmann Capital Advisory Group
Michigan
$412K -$14.1K -86 -3%
MFA
615
Mayflower Financial Advisors
Massachusetts
$412K
TCOV
616
Trust Company of Vermont
Vermont
$410K +$123K +750 +43%
BCM
617
BTC Capital Management
Iowa
$410K
C
618
Croban
Ohio
$410K +$410K +2,495 New
CA
619
Capital Advantage
California
$407K +$407K +2,482 New
TI
620
Truepoint Inc
Ohio
$407K -$42.4K -258 -9%
BWM
621
Brown Wealth Management
Illinois
$406K -$30.5K -186 -7%
LSPW
622
Lake Street Private Wealth
Illinois
$405K -$236K -1,439 -37%
GL
623
Graypoint LLC
New York
$403K
CCM
624
Coldstream Capital Management
Washington
$400K +$76.8K +468 +24%
CWM
625
ClientFirst Wealth Management
Arkansas
$399K +$399K +2,431 New