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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 %
AGC
626
Aspen Grove Capital
Colorado
$397K -$39.4K -240 -9%
BFG
627
Bleakley Financial Group
New Jersey
$394K +$97.2K +592 +33%
LWP
628
LMG Wealth Partners
Louisiana
$393K
SMC
629
Smith, Moore & Co
Missouri
$392K -$821 -5 -0.2%
KP
630
Keel Point
Alabama
$392K +$392K +2,389 New
LFA
631
LGT Financial Advisors
Texas
$390K +$2.13K +13 +0.5%
BBI
632
Baxter Bros Inc
Connecticut
$390K
CSP
633
Cary Street Partners
Virginia
$389K +$389K +2,371 New
CS
634
Capital Square
Tennessee
$388K -$22.6K -134 -5%
NL
635
NDWM LLC
California
$388K -$86.5K -527 -18%
CIR
636
Clear Investment Research
Georgia
$384K +$328 +2 +0.1%
CAG
637
Csenge Advisory Group
Florida
$383K +$383K +2,330 New
MWS
638
Maxwell Wealth Strategies
California
$381K
VAS
639
Vestmark Advisory Solutions
Massachusetts
$378K +$378K +2,305 New
WP
640
WealthPLAN Partners
Nebraska
$376K -$4.93K -30 -1%
PP
641
Patten & Patten
Tennessee
$374K +$164 +1 +0%
CWA
642
CJM Wealth Advisers
Virginia
$373K +$328 +2 +0.1%
TWP
643
Total Wealth Planning
Ohio
$372K
MWA
644
Midland Wealth Advisors
Illinois
$369K -$200K -1,216 -35%
VFIC
645
Valley Forge Investment Consultants
Pennsylvania
$366K +$1.81K +11 +0.5%
FMN
646
Financial Management Network
California
$365K -$15.6K -94 -4%
FHC
647
First Heartland Consultants
Missouri
$362K -$160K -977 -31%
GF
648
Gries Financial
Ohio
$360K -$5.25K -32 -1%
FA
649
Fiducient Advisors
Illinois
$358K +$1.64K +10 +0.5%
PA
650
Procyon Advisors
Connecticut
$356K +$41.9K +255 +13%