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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 %
EWP
651
Elevation Wealth Partners
California
$350K -$328 -2 -0.1%
CSWM
652
Cassady Schiller Wealth Management
Ohio
$348K
Luther King Capital Management (LKCM)
653
Luther King Capital Management (LKCM)
Texas
$348K -$359K
BFS
654
BridgePort Financial Solutions
Iowa
$347K +$347K +2,169 New
HIP
655
HUB Investment Partners
Texas
$347K +$97.5K +594 +39%
HR
656
Howe & Rusling
New York
$346K -$8.54K -52 -2%
TCM
657
Tassel Capital Management
North Carolina
$345K +$345K +2,103 New
DT
658
Diversified Trust
Tennessee
$345K +$10K +61 +3%
FDCDDQ
659
Federation des caisses Desjardins du Quebec
Quebec, Canada
$344K -$14.4K -88 -4%
WDL
660
Well Done LLC
Michigan
$343K
CAC
661
Certified Advisory Corp
Florida
$341K
NAAA
662
New Age Alpha Advisors
New York
$341K +$341K +2,076 New
AFO
663
Aurelius Family Office
New Hampshire
$341K +$341K +2,076 New
CAG
664
Crestwood Advisors Group
Massachusetts
$337K +$57.5K +350 +21%
AIM
665
Allen Investment Management
New York
$335K
FCH
666
Freestone Capital Holdings
Washington
$335K +$3.61K +22 +1%
BBNA
667
Bremer Bank National Association
Minnesota
$332K -$164 -1 -0%
ORG
668
Optimist Retirement Group
Washington
$332K
NF
669
Nvest Financial
New Hampshire
$331K +$35.5K +216 +12%
FPCP
670
Fort Point Capital Partners
California
$329K -$25.6K -156 -7%
SA
671
Skyline Advisors
Washington
$329K -$72.2K -440 -18%
LW
672
Linscomb Wealth
Texas
$329K -$29.6K -180 -8%
RCM
673
Regency Capital Management
Hawaii
$328K
LWL
674
Leo Wealth LLC
Texas
$323K -$7.72K -47 -2%
SG
675
StoneX Group
New York
$321K -$8.04K -49 -2%